Devin Bogert is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2016 and 2017, respectively. Outside of his advisory role, Bogert is the sole proprietor of Moti, a technology-related business, and is a partner in several recreation and marine-related ventures based in Miami. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but typically do not involve individual security recommendations within standalone programs.

Elizabeth Goetzman is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Beena Mathew is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2015. In addition to her advisory role, she is a CPA and is involved in tax planning and preparation through her business, Babukutty Financial, and also sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary authorities across multiple program structures.

Shannon Abel is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Abel serves on the Board of Directors for the Spring Branch Memorial Sports Association and holds leadership roles in several nonprofit organizations, including Vice President of Standards for the National Charity League - Bayou Villages Chapter and Treasurer of the Houston Alpha Delta Pi Alumnae Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Emily Hardin is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation. She began her career in the industry in 2022, previously affiliated with Texas A&M University before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.

Carlos Gonzalez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Kenny Hoover is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole owner of ZBH3, LLC, a real estate business in Friendswood, Texas. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm uses a structured financial planning process supported by approved tools and offers access to various investment products and private funds.

Sasha Thompson is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Compass Insurance Agency, Zions Bank, and LPL Financial. Thompson has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a notable nationwide network of financial advisors and branch offices.

Eric Koch is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Morgan Stanley since 2012. 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. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and market models as part of its structured financial planning process.

Lance Allen is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera, Heritage Bank, Edward Jones, and DWS Investments Distributors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mirna Polis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and the Royal Bank of Canada. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tom Hansen is a Wealth Management Advisor and the head of the Hansen Group at Merrill Lynch Wealth Management. With over 30 years of experience at Merrill, he leads a seven-person executive team that serves clients with a broad range of services including wealth planning, fiduciary investment management, private banking, mergers and acquisitions, personal and business lending, family wealth advice, and trust and estate services through Bank of America. Tom specializes in family wealth management strategies, personal retirement planning, and retirement income. He utilizes Merrill's proprietary Personal Wealth Analysis™ to create customized financial plans tailored to clients' goals and aspirations. He focuses on helping clients achieve a work-optional lifestyle and approaches retirement planning with the perspective that the traditional concept of retirement is outdated. Tom holds a Bachelor's Degree from the University of Wisconsin System and is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in the community through his participation with the Boys & Girls Clubs of Greater Houston. Outside of work, Tom enjoys boating, fishing, traveling, and spending time with his family.

John Woltemate Jr. is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2025. Prior to that, he was affiliated with LPL Financial and Cuna Mutual Insurance Society, among other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Daniela Valle is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at J.Jill from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lawrence Salgado is a Private Wealth Advisor with Merrill Private Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Lawrence completed his high school education at St Francis Preparatory School. He also attended Baruch College and the Pennsylvania State University System, though he did not receive degrees from either institution.

Alexander Soler is a financial advisor with Equitable Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with Axa Advisors, LLC. Outside of advising, he serves as a director for Harris County Municipal Utility District No. 213-A and is a board member of the PWG Partners Foundation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

Dave Mohammed is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at CUNA Brokerage Services, INC and Cuna Mutual Group for ten years. Outside of his advisory role, he manages a property management business in League City, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a distinctive focus on systematic methodologies and oversight.

Esther Beal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2011. She holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC 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 affiliated brokerage, distribution, and investment management capabilities.

Jared Poulter is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Services Group Inc. from 2017 to 2018. Outside of his advisory work, he co-hosts the Brothers Podcast. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, serving clients through tailored financial plans and various institutional and retail offerings.

Brett Marshall is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Drawing on his experience as a former professional baseball player, he provides guidance that helps clients build and protect their financial future. Brett focuses on areas including college education planning, retirement income, tax minimization, and managing new wealth, with an emphasis on clear, practical advice tailored to each client’s unique circumstances. Brett holds a Bachelor's Degree from the University of Houston and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach is shaped by his personal background of growing up in a family without financial guidance, which motivates his commitment to financial education and empowering clients to make informed financial decisions. Outside of his professional work, Brett is involved in community activities such as Grace Bible Church, Hearts2Honduras Mission Trips, the Houston Livestock Show & Rodeo Directions & Assistance Committee, and the New York Yankees Hope Week. His personal interests include baseball, fishing, football, gardening, golfing, hiking, hunting, skiing, traveling, and spending time with his family.