Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

Adriana Santoni is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm‑approved methodologies to support client financial plans.

Kurt Gruenberger is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011. In addition to advisory services, he is involved in non-variable insurance services, including servicing inherited Midland Life Insurance clients and soliciting fixed annuities through Midland National Life. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a broad range of advisory programs and consulting services, offering both discretionary and non-discretionary management with access to proprietary and third-party research and investment strategies.

John Eyster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at CUNA Mutual Group, CUNA Brokerage Services, Comerica Securities, and Lincoln Financial Distributors. He also serves as a temporary director on a nonprofit board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources.

Austin Stewart is a financial advisor at Morgan Stanley based in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, following six years at Invesco Advisers, Inc. Outside of his advisory role, Stewart owns and operates a catering business in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kristi Trevino is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Durrett Motor Company/Texas Star Financial from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Vann is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lindsay Prewitt is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families navigate financial decisions by centering strategies on their core values and evolving priorities. Lindsay has expertise in areas including college education planning, retirement income, philanthropic planning, taxation minimization, and portfolio management. She also provides specialized services for endowments, foundations, non-profits, and addresses needs in LGBT wealth planning and managing new wealth. Prior to her financial services career, Lindsay worked in education, which enriched her approach to client relationships through patience, communication, and empowering others. Lindsay holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned her degree from the University of Texas. Outside of her professional work, she engages with Houston's arts and cultural communities and enjoys golfing, pottery, running marathons, and yoga.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Life Insurance Company, Lincoln Financial Distributors, Paychex, Inc., and ADP Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct and manage portfolios across various asset classes.

Jiaying Zhao is a financial advisor with Cetera in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Cetera, Zhao worked at HSBC Securities (USA) Inc. and HSBC Bank USA N.A., as well as in the technology and restaurant sectors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Sunshine Coddou is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm utilizes structured discovery conversations and proprietary planning tools to develop client plans, managing approximately $2.74 trillion in assets.

Erika Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and having 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling techniques.

Sheena Young is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Marcia Miller is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Ascension Capital Advisors. Outside of finance, she is the owner and partner of East End Bows, a baby clothing and headwear business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Matthew Kardesch is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a partner in TPKV Financial, LLP. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated committee to deliver these recommendations, while also offering a broad range of advisory, brokerage, and insurance solutions.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Jeffrey Stein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Stein serves on the Investment Committee of the Holocaust Museum Houston Foundation, overseeing the administration and management of the Foundation’s assets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

April Richardson is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is also a business owner selling her own paintings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Mark Gamez is a Financial Consultant who currently works with local families, individuals, and business owners to understand their long-term financial and personal goals. He partners with clients to develop comprehensive and detailed financial plans aimed at achieving those goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to that, he served as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade from 2014 to 2018.

Kathryn Rodriguez is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Ameriprise in Houston, TX. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Efficient Wealth Management, LLC. She is also involved with Tiras Wealth Management LLC, an advisory business she manages outside of her primary role. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, focusing on dependable income sources and tax-efficient withdrawal strategies within a defined investment framework.