Jeffrey Aboloff is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1989 and holds the Series 63 designation. He also serves as a FINRA arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights.

Faheem Khwaja is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in integrating various aspects of clients' financial lives to help them achieve significant goals including retirement planning, investment consulting, and exit strategies for business owners. Faheem focuses on building trust and utilizes advanced wealth planning tools tailored to his clients' risk tolerance and financial objectives. He holds multiple professional certifications including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS). Faheem earned an Associate's Degree from Adamajee Government Science College. His expertise extends to serving diverse clients, including business owners, and aligning financial plans with their unique needs. Born in Pakistan and residing in Houston for over three decades, Faheem is engaged in community service through volunteering with organizations addressing necessities such as food, medicine, clean water, and education. He communicates with clients in English and Urdu and emphasizes active listening, confidentiality, and privacy in his client relationships.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Donnell Carter is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a curated approach to third-party asset managers and uses a tiered wrap fee structure.

Daniel Boehm is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2022. His prior work includes roles at North Star Resource Group of Texas and Vector Marketing. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and delivering written recommendations without investment discretion.

Gerardo Olavarrieta is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following a one-year tenure at PNC Managed Account Solutions. Outside of his advisory role, he has ownership in a rental property in El Paso, TX. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm utilizes structured financial planning tools and a range of investment strategies to deliver tailored wealth management solutions.

Bradley Walkoviak is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. He is also the owner of Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

James Kelley is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. In addition to his advisory work, he serves as managing general partner of a family limited partnership managing the assets of his family estate and acts as executor and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering solutions that incorporate research, analytics, and modern portfolio theory.

Cory Walton is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation and New England Securities. He is also involved with Stonewolf Benefits, LLC, offering services related to employee benefits and insurance, and operates an online platform providing courses, consulting, and coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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, supported by a large network of investment adviser representatives and various technology tools.

Nicole Chan is a financial advisor at RBC Capital Markets in Houston, TX, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. and Legacy Mutual Mortgage. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers while providing portfolio management, financial planning, custody, and brokerage services.

Christopher Wooldridge is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at Bank of America, W&S Brokerage, Western & Southern Life, and previous experience in real estate with ReMax and Chris Properties. Wooldridge has also served as a full-time sales agent for Western & Southern Life. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anna Magar is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Merrill from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process 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.

William Keenan is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial and its predecessor entities since 2006, and previously worked at Cetera Investment Services and Merrill. Outside of his advisory role, Keenan is an independent consultant for Young Living, involved in network marketing of essential oils. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools, and stands out for its scale and breadth of financial activities alongside its advisory platform.

Marcus Fair Jr. is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Baird and BMO Harris Bank. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Kelly Franco is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following two years at Morgan Stanley. Outside of her advisory role, she is a managing member of a family LLC intended to start a small business involving the installation of screen garage door kits. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Will is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was employed at Charles Schwab Bank and Charles Schwab & Co., Inc. for two years and worked at Lone Star College - University Park for two years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory strategies with a range of options including strategic allocations and alternative exposures.

Emilee Baker is a Series 65-licensed financial advisor with two years of industry experience, currently working at Edelman Financial Engines in Houston, TX. Her background includes prior roles within the same firm and its predecessor, Financial Engines Advisors, L.L.C., as well as experience outside finance at United Rentals Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment orientation.

Dean Lin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, and previously at Merrill and Bank of America from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

James Blair IV is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 license and 27 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as trustee for a family trust established by his grandmother, overseeing investment decisions and distributions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Cameron Greenwood is a CFA® charterholder with 20 years of industry experience, currently with Morgan Stanley in Houston, TX. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is an officer of Aruka Camp LLC, a recreation business based in Houston. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.