Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at University Federal Credit Union, CUSO Financial Services, LP, and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sergio Corona is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and six years of industry experience. His prior work includes roles at New York Life Insurance, Thrivent Financial, Wellcare Health Plans, and American National Insurance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored Corporate Financial Planning agreements.

Zaida Gil is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Wedbush Securities Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

John Carpenter IV is a financial advisor with Morgan Stanley Wealth Management in Houston, TX. He holds a Series 66 credential and has three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Regina Gust Designs and at Texas A&M University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Sadia Awan is a Financial Advisor at Merrill Lynch Wealth Management, where she has supported clients since 2016. She works with individuals, executives, lawyers, business owners, and families to provide personalized wealth planning strategies aimed at building financial security and creating lasting legacies. Her client focus includes corporate executive services, family wealth management strategies, legacy planning, women and wealth, and individual and corporate investment strategies. Prior to joining Merrill, Sadia served at Barclays in Dubai, UAE. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She also completed the Accredited Certificate Program from City College of San Francisco. Outside of her professional role, Sadia is the spouse of a Navy veteran engineer and mother of two young children. She enjoys hiking, horseback riding, pickleball, reading, spending time with her family, traveling, and volunteering.

Dana Stewart is a Series 66-credentialed financial advisor with Wells Fargo Clearing in Houston, TX, and has 18 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and joined Wells Fargo Clearing in 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 offers both brokerage and advisory solutions, utilizing research and analytics to support portfolio diversification and investment selection.

Corey Fanning is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has held various roles since 2016, including positions at Texas First Bank and Oak Wealth Management, with experience across multiple industries. Corey attended Texas Tech University from 2020 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Alicia Ellis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Texas Bay Credit Union. In addition to her advisory work at Ameriprise, she serves as a financial advisor at Shell Federal Credit Union, meeting directly with credit union members. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Tracy Mauch is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Based in Houston, TX, she has spent her entire advisory career at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies constructed by internal and third-party managers.

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.

John Eyster is a financial advisor with LPL Financial in Dickinson, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at CUNA Mutual Group, Comerica Securities, and Lincoln Financial Distributors. He serves as a temporary director on a nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, combining extensive platforms with operational and research support tools.

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 65 and Series 63 licenses and has worked previously at Transamerica Life Insurance Company, Lincoln Financial Distributors, and Paychex, among other firms. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Jiaying Zhao is a financial advisor at Cetera with five years of industry experience. Zhao holds Series 65 and Series 63 licenses and has worked at firms including HSBC Securities (USA) Inc. and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 operates a multi-manager platform with various program options and custodial arrangements.

Sunshine Coddou is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery conversations and firm‑approved tools, serving a broad range of clients through various specialized strategies.