Erika Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and having 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. 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 structured discovery processes and advanced modeling techniques.

Sheena Young is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Marcia Miller is a financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Ascension Capital Advisors. Outside of finance, she owns and operates East End Bows, a business that produces and sells baby clothing and headwear. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Matthew Kardesch is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Kardesch is also involved with TPKV Financial, LLP, a partnership formed to sign an office lease. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes customized Recommendation Reports supported by investment research and algorithmic tools, with enrollment requiring a minimum level of investable assets.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Adam Stovall serves as Senior Resident Director and Wealth Management Advisor at Merrill. He began his financial services career in 1998 and has been with Merrill for over 26 years. In his current role, Adam assists clients in building wealth management strategies tailored to their individual needs, focusing on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, special needs planning strategies, tax minimization, and retirement income. Adam holds a Bachelor's Degree from Sam Houston State University (SHSU) and is a Certified Financial Planner (CFP), a Chartered Retirement Planning Counselor (CRPC), and a Certified Exit Planning Advisor (CEPA). He is also a Personal Investment Advisor (PIA) and is affiliated with the organization Future Farmers of America (FFA). Adam follows the tradition of community participation and spends time volunteering with local organizations. His personal interests include biking, boating, camping, cooking, fishing, football, golfing, hiking, hunting, and music.

Jeffrey Stein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Stein serves on the Investment Committee of the Holocaust Museum Houston Foundation, overseeing the administration and management of the Foundation’s assets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

April Richardson is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 credential and previously worked at Edward Jones for five years before joining LPL Financial in 2012. Outside of her advisory work, she is a business owner who sells her paintings. 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 both proprietary research and third-party subadvisors.

Mark Gamez is a Financial Consultant who currently works with local families, individuals, and business owners to understand their long-term financial and personal goals. He partners with clients to develop comprehensive and detailed financial plans aimed at achieving those goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to that, he served as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade from 2014 to 2018.

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 in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His career includes ten years at Monex Asset Management and Monex Securities, followed by two years at Merrill before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Lorena Figueroa is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Fidelity, having joined in 2026, and previously held roles at JPMorgan Chase, Capital One, and Regions Bank. Outside of her advisory career, she assists with an Etsy shop selling handmade bracelets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

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 at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and GWN Securities. Outside of his advisory role, he has experience in custom pool construction and homebuilding. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform of investment strategies and technology tools.

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.