M Ehrig is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Ehrig has been with LPL Financial since 2016. Outside of advisory work, Ehrig is involved with Wallstreet Texas, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Roneil Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo in 2025, he worked at Equitable Advisors, LLC for one year. His background also includes roles at Baylor University and RS Oilfield. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Walker Herzog is a Series 66-licensed financial advisor at RBC Capital Markets with two years of industry experience. He has held various roles including positions at Camp Longhorn and Brookfield Properties prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies through multiple advisory programs and integrates both in-house and third-party investment managers to implement portfolios.

Mark Lopez is a financial advisor with Stifel in Houston, TX, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining Stifel in 2025, he worked at UBS Financial Services for 14 years and has also been self-employed since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Semhar Woldeslassie is a financial advisor at UBS Financial Services with 12 years of industry experience. She previously worked for Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Outside of finance, she is an author and publisher of children's books focused on language education, including titles aimed at teaching Tigrinya and Amharic. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

Rikesha Fuller Keen is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Next Financial Group for 21 years. She also operates Rikesha Keen CPA PC, a tax preparation and accounting firm. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through its nationwide network of advisors. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary research and third-party resources.

Stephen Hlavinka is a Series 66-licensed financial advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Edward Jones for six years and spent ten years with Brazos Independent School District. Outside of his advisory role, he serves as a worship leader at Grace Community Fellowship, a position he has held since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Joseph Dvoracek is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since becoming a financial advisor in 2018, he has specialized in working with individuals, families, and business owners to consolidate, grow, and preserve wealth through disciplined planning and investment management. His client focus areas include education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native Texan, Joseph holds a Bachelor's Degree from the University of Texas at Austin and graduated from Stavanger American School in Norway. Before transitioning to financial advising, he had a 30-year career in corporate and agency marketing. He holds the Personal Investment Advisor (PIA) designation. Joseph is active in his community, supporting organizations such as the Houston SPCA, the Houston Arboretum and Nature Center, and the Houston Zoo. He and his wife Margaret, to whom he has been married for 30 years, share a passion for animal welfare and care for several rescue animals. His personal interests include biking, cooking, gardening, golfing, music, skiing, soccer, and spending time with his family.

Sam Whitaker is a Financial Consultant at Fidelity Investments, where he supports clients in navigating their financial journeys through personalized planning, guidance, and tailored investment strategies. He utilizes Fidelity's resources and expertise to assist individuals and families in making informed decisions toward their long-term financial goals.\n\nPrior to his current role, Sam served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2023. These roles have contributed to his experience in the investment and financial services field.\n\nOutside of his professional work, Sam engages in social activities with friends, enjoys playing tennis, and traveling.

Abbas Mohammed is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and ABC Legal. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Colleen Reed is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation and four years of industry experience. She previously worked at SYSCO Corp for ten years before joining Baird in 2020. Outside of her advisory role, she serves as a wedding assistant at St. John Vianney Catholic Church in Houston. Colleen is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and technology.

Sasha Lobo is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, Sasha held roles at Lulu Lemon, Aji Sushi, and David's Bridal, and has experience in higher education at Texas A&M University. 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 firm-approved tools and comprehensive asset management.

Travis Dock is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Citizens Securities. Outside of his advisory work, he has interests as a landlord in rental property management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Bilal Alsaleh is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2005. Based in Houston, TX, he holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Martha Robinson is a Series 66 licensed financial advisor with 25 years of industry experience. She joined OSAIC in 2024 after spending 13 years at Woodbury Financial Services, Inc. In addition to her role at OSAIC, Robinson provides comprehensive financial planning and investment advisory services through SilverOak Financial Group, Ltd., a limited partnership. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios incorporating a range of investment types.

Britton Noble is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James Financial Services. He also operates BNoble LLC and The Noble Group, entities related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ryon Senegal is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo Clearing and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nadia Khan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has more than two decades of experience in financial services, serving high-net-worth individuals, families, and business owners primarily in Houston. Nadia specializes in retirement planning, multigenerational wealth strategies, customized investment management, and tax-efficient financial planning. She integrates the resources of Merrill Lynch Wealth Management and Bank of America to address comprehensive financial needs, including education funding, retirement income planning, portfolio design, liquidity, and legacy planning. Beginning her career in 2003, Nadia joined Merrill Lynch in 2015. She employs a disciplined, research-driven approach to portfolio construction and risk management, supported by her Chartered Financial Analyst (CFA) designation. She designs tailored strategies based on clients' priorities, values, and long-term objectives, covering areas such as retirement income solutions, tax-efficient investing, and business owner and executive planning. Nadia is a member of the CFA Institute and holds the Personal Investment Advisor credential. Nadia holds a Bachelor's Degree and a Master's of Business Administration (MBA) from the Institute of Business Administration. She is involved in community organizations including the CFA Institute and the Houston Food Bank. Outside of her professional role, her interests include cooking, gardening, interior decorating, pickleball, reading, spending time with family, swimming, tennis, traveling, and yoga.

Heather Ringuet is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Guido is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has held several roles within Fidelity, including Director, Retirement Planner from 2023 to 2025, Workplace Planning Consultant from 2022 to 2023, and High Net Worth Service Associate from 2021 to 2022. Prior to joining Fidelity, Daniel was a Financial Associate at Thrivent from 2020 to 2021 and worked in banking at Newtown Savings Bank as a Bank Teller and Loan Servicing Officer from 2012 to 2015. Daniel's professional focus is on helping clients and their families achieve their long-term financial goals through principles of sound financial planning presented in a collaborative and actionable manner. He emphasizes building relationships based on mutual trust, transparency, and honesty. Daniel is passionate about aligning financial outcomes with clients' core values. Outside of his professional work, Daniel spends time engaged in activities such as board games, family activities, visiting museums, reading, writing, and parenthood.