Nico Ditges is a CFA® charterholder with 24 years of industry experience, all of which have been with Edward Jones since 2002. He holds a Series 63 license and is based in Houston, TX. Outside of his advisory role, he receives income from an installment sale of residential property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Barbara Harmon is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Juan Romo is a Private Wealth Advisor with Merrill Private Wealth Management. In his role, he provides personalized investment advisory services to high-net-worth clients. He holds the professional designation of Personal Investment Advisor (PIA). Juan earned a Bachelor's Degree from Arizona State University and completed a Master of Business Administration (MBA) at the Thunderbird School of Global Management.

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Marcel Hamburger is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frank Hegr is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Banking and Morgan Stanley Smith Barney since 2018. Prior to that, he was employed at Capital One Advisors and Capital One Investing, and he also spent a year at SMU. Morgan Stanley Wealth Management offers a range of advisory programs to individual 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 tools and scenario modeling to support its advisory services.

Lancelot Lee is a financial advisor with Raymond James Financial in Houston, TX, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. Prior to his current role, he worked at Sunamerica and its affiliated entities for eight years. Outside of his advisory work, he serves on the Planning and Zoning committee for the City of Spring Valley Village, providing input on local land use and zoning matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and specialized offerings such as municipal advisory and SIMPLE IRA Employer Advisory services.

Logan Mitchell is a Series 66-licensed financial advisor with Morgan Stanley, based in Houston, TX, with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He also has prior experience working with Howard University and Mustard Seed International Charities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone planning services.

Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

William Mclaughlin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 33 years of industry experience. He has worked with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is a part owner of an agricultural land company where he handles bookkeeping and communication with a ranch manager. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support financial plans, while generally acting in an advisory capacity.

Eric Gadonneix is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial guidance since 2022 as a member of Mendez Wealth Management. He works with clients and their families to develop personalized financial strategies tailored to their unique goals, whether they are early in their careers or retired and relying on income from their assets. Eric’s areas of expertise include education planning, family wealth management strategies, philanthropic planning, retirement income, and portfolio management services. He focuses on addressing a range of financial matters such as managing new wealth, planning for charitable giving, and preparing for retirement income needs. His professional designations include Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). He holds a High School Diploma from Conroe ISD. Outside of his professional responsibilities, Eric enjoys hiking, swimming, traveling, and watching movies.

Laura Montealegre is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Bank of America and Merrill for nine years before joining J.P. Morgan Securities in 2025. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage and investment management capabilities.

Lorrie Johnson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Alexandra Vanmeurs is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following 13 years at UBS Financial Services. Outside of her advisory role, she is involved in real estate investment and management through ownership and partnership in Houston-based entities. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s analyses.

Tyler Neal is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he worked at CaddieMaster in a golf customer service role. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a model that includes LPL-sponsored programs and endorsed third-party managers.

John Deberry is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at JP Morgan Securities, Frost Bank and its brokerage services, and First Horizon Bank. Outside of his advisory work, Deberry manages an e-commerce business and serves on the boards of two philanthropic organizations, overseeing financial committees and fundraising efforts, as well as engaging in community initiatives with Frost Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Maxwell Stover is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ruszkowski Fisher Group. Based in Houston, he provides personalized wealth management strategies tailored to each client's financial goals. Maxwell focuses on areas including college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing, among others. Maxwell grew up in Corpus Christi, Texas, and earned a bachelor's degree in economics from Texas A&M University Corpus Christi. Following his graduation in 2011, he relocated to Houston to pursue a career as a financial advisor, joining Merrill Lynch Wealth Management in 2015. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Maxwell participates in community activities such as volunteering with Houston Cares Animal Rescue. Outside of work, he enjoys camping, cooking, fishing, hiking, music, reading, skiing, and spending time with his family.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 66 and Series 65 credentials and 12 years of industry experience. His prior roles include positions with AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory work, he is also a part-time Uber driver. 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 delivers advisory services through a large network of advisors using model-driven strategies developed by third-party asset managers.

Ryan Pledger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. Ryan serves as a board member of the non-profit Sienna MUD 6 in Houston, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by model portfolios and research from LPL Research and third-party subadvisors.