Gregory Bergeron is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas such as college education planning, personal retirement planning, portfolio management services, and retirement income. His approach centers on developing customized financial plans that provide clients with a clear understanding of their current financial situation and a path toward their future goals. Greg graduated from Texas A&M University in 2006 with a degree in finance. He holds the Professional Investment Advisor (PIA) designation. Gregory aspires to assist clients in making informed financial decisions to help them achieve their financial objectives. Outside of his professional role, Gregory is involved in community activities including 1000 Hills Ministry (Church Under the Bridge), Grace Bible Church where he teaches 5th grade Sunday school, and the Houston Livestock Show & Rodeo's Directions & Assistance Committee. He enjoys baseball, football, pickleball, and spending time with his family.

David Aponte is a Series 66-registered advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Bank of America/Merrill Lynch and Walmart before joining J.P. Morgan in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through affiliated entities.

Jonathon Alicea is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Dyversity, LLC, One Main Financial, and Wells Fargo. He has been with JPMorgan Chase and J.P. Morgan Securities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers a range of derivatives and commodities capabilities.

Taylor Navel is a Series 66-licensed financial advisor with Edward Jones in Richmond, TX, and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Christopher Collins is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Woodbury Financial Services, The Fitzpatrick Group, and several other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mc Donald III is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with four years of industry experience. His background includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as previous roles at Helix Media 360, Beachbody, and service in the U.S. Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jason Valentz is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 credential and has worked at UBS since 2020, following prior roles at Bank of America and Merrill from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Garrett Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and had a position at Ralph Lauren. He is also involved with Melissa Roberts LLC as an additional business activity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a variety of third-party asset managers and advisory programs.

Jay Jackson is a financial advisor at Primerica Advisors based in Stafford, TX, with three years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who provide model recommendations supported by various third-party asset managers and custodians.

Carlos Kuri is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 license and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets and Merrill. Outside of his advisory role, he serves on the advisory board of Erika Blumenfeld Studio Lab, an art and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support client plans, with offerings that include both direct individual services and corporate financial planning agreements.

Cristina Moore is an International Wealth Advisor at Merrill Lynch Wealth Management. In this role, she provides wealth management services with a focus on international financial matters. She holds the Personal Investment Advisor (PIA) designation, reflecting her professional qualifications in investment advising. Ms. Moore earned a Bachelor's Degree from Tulane University and a Juris Doctorate Degree from the University of Texas. No additional personal interests or community involvement information has been provided.

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Daniel Kroll is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Jenisteen Davier is a financial advisor with Wells Fargo Clearing in Houston, TX, holding the ChFC® and Series 66 credentials and bringing 19 years of industry experience. Her prior work includes positions at PRUCO Securities, LLC, Morgan Stanley, and UBS Financial Services. Outside of her advisory role, she works as a part-time dog walker. 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 combines research from Wells Fargo Investment Institute with third-party analytics to evaluate investment options, offering both brokerage and advisory solutions.

Paula Scales is a financial advisor at Morgan Stanley in Houston, TX, with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2015. Outside of her advisory role, she owns a resume writing business and operates a retail and online customer service company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model financial outcomes.

Monica Woodward is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 1997 to 2009. Outside of her advisory role, she owns and operates a life coaching business in Houston, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process and leverages tools such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Steven Ambriz is a Wealth Management Advisor with VMT Wealth Management, affiliated with Merrill Lynch Wealth Management and Bank of America. Since beginning his financial services career in 2009 and joining Merrill Lynch in 2012, Steven has focused on delivering comprehensive wealth management strategies tailored to clients' individual goals and risk tolerances. His work includes asset management, insurance planning, estate planning services, customer lending, and access to private banking. Steven emphasizes clear communication and personalized service to help clients align their financial actions with their long-term objectives. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Steven earned a Bachelor's Degree from the University of Houston Downtown and completed an Accredited Certificate Program at Rice University. Born and raised in Texas, Steven currently resides in Richmond, a suburb of West Houston, with his wife and three children. He is involved in community organizations such as Brookwood Community and Paternal Time Inc. Outside of work, he enjoys fishing, hunting, F3 workouts, and playing disc golf.

Yi Zhu is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Yi worked at Canaccord Genuity Wealth Management from 2018 to 2022 and Raymond James Ltd. from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, deploying a range of strategies including customized discretionary and non-discretionary approaches.

Ian Fredrick is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at E*Trade Securities, Caliber Home Loans, and CEI Logistics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment research.

Jocelin Mathews is Vice President and Financial Consultant at Fidelity Investments, a position held since 2023. Jocelin has been with Fidelity Investments in various roles since 2011, including Financial Consultant, Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, Jocelin worked as a Financial Planner at Raymond James Financial from 2006 to 2010, and as an Account Administrator and Information Portfolio Specialist at Wachovia Securities from 2002 to 2006. Jocelin collaborates with clients to create comprehensive financial plans aimed at building, preserving, and distributing wealth. The approach involves understanding what is important to clients and their families to develop and implement tailored strategies that ensure comfort and confidence throughout the financial planning process.