Fidel Trejo Erazo is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 39 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates advanced modeling tools.

Douglas Dooley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his work at Wells Fargo, he owns and operates Dooley Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering diverse needs such as retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Trevor Smith is a financial advisor at Ameriprise in Houston, TX, with eight years of industry experience. He has held positions at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he manages an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a structured, research-driven approach to retirement income planning that includes algorithmic automation and tax-efficiency analysis.

Jaime Suarez is a financial advisor with Morgan Stanley, holding a Series 66 credential and 16 years of industry experience. His career includes roles at Monex Asset Management, Inc. and Monex Securities, Inc. before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment committee guidance.

Jamal Uddin is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, he manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves clients through a centralized consulting team and integrates algorithmic tools alongside advisor input in its planning approach.

Courtney Miller is a financial advisor at Fidelity with 10 years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs, with a focus on oversight and conflict-of-interest management.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexander Fleming is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in education and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Cobb is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and GWN Securities. Outside of his advisory work, he has been involved with a custom pool construction business and served as a stay-at-home parent. 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 supported by model portfolios and research, with capabilities spanning discretionary and non-discretionary management.

Demi Chan is a Series 66-licensed financial advisor at Morgan Stanley in Houston, Texas, with 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Chan serves on the finance committee of the nonprofit RaiseUp Families and is an advisory board member of the Women's Master's Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Jose Garcia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 65 credential. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and American United Life Insurance. 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 applying an ESG eligibility framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering a wide range of products and services through its Institutional Consulting Services program.

Cesar Castelo Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2013. He is based in Houston, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm‑approved tools and modeling techniques.

Larry Sklar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and 42 years of industry experience. He previously worked at Next Financial Group Inc for 18 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Justin Griffin III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 27 years of experience in the financial services industry, specializing in areas such as family wealth management strategies, legacy planning, college education planning, personal retirement planning, and portfolio management services among others. Justin's approach involves forming a comprehensive understanding of his clients' investment personalities, mindsets, and comfort with market risks. He emphasizes building strong client-advisor relationships through effective communication and personalized wealth management strategies tailored to each client's unique goals and concerns. He holds a Bachelor's Degree from Texas Christian University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Justin enjoys cooking, fishing, golfing, hunting, reading, spending time with his family, and tennis.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Jane Pham is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 24 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Risher Randall Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including service at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an officer and board member of the Kiwanis Club in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as estate planning and access to private funds.

Phyllis Johnson is a financial advisor at Cetera with 29 years of industry experience. She holds a Series 63 designation and has been associated with Cetera since 2015. In addition to her work at Cetera, she is involved in multiple financial services businesses, including ownership roles in Kirven Wealth Strategies and Inclusive Financial Services. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program and custody options.

Federico Rojas is an International Wealth Advisor with Merrill Lynch Wealth Management, based in the Houston Galleria office. He has been in his current role since 2001 and has worked as a Financial Advisor since 1997. Federico holds a Master's degree from Tulane University and a Bachelor's degree from Universidad de Costa Rica. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Federico spends time with his wife and three children and enjoys playing tennis and golf.