Parker Joffrion is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at KPMG and spent five years in full-time education. Outside of his advisory role, he co-owns and manages the bookkeeping for a small used construction equipment business. 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 and provides a range of capital markets and research resources to support its advisors.

Stephanie Tamburello is a financial advisor at Merrill with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America and Merrill since 2014. Based in Houston, TX, she has spent over a decade working within these firms. 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.

Kyndal Martin is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 designations with 10 years of industry experience. Prior to joining Ameriprise in 2023, Martin worked at Bank of America, Merrill, and AXA Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources. The firm’s approach includes centralized analysis and non-discretionary implementation, with a distinctive enrollment process that emphasizes investable assets within its affiliated product ecosystem.

Josephine Olmstead is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Equitable Advisors LLC and Prudential Insurance Company of America. Olmstead serves on the boards of the Normal To Be Fit Charitable Foundation and the Houston Taiwan Institute for Senior Citizens. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved analytical tools to deliver collaborative, written recommendations.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. He has been with PFS Investments Inc. since 2022 and has a background in event production as a freelance contractor since 2017. Additionally, he is involved with Adore Ministries. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm primarily utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment approaches.

Ange Bi Youan is a financial advisor with Fidelity Investments in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and HD Vest Investment Services. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Brint Galey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several financial institutions, including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he serves as an independent contractor for a family business involved in hazardous remediation, managing vendor payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Aaron Mccubbin is a financial advisor with Wells Fargo Clearing in Richmond, TX, holding a Series 66 designation and nine years of industry experience. He has worked with various Wells Fargo entities since 2005 and had a brief tenure at Raymond James & Associates in 2017. Outside of his advisory role, Mccubbin serves on the board of directors for Fort Bend County Municipal Utility District #143. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brian Kingshill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been managing assets for high net worth individuals since 1985 and has experience in asset management for corporations within the Global Wealth Management Group. Additionally, he spent two years at the Institutional Bond Desk providing fixed income advisory services to financial institutions. Brian and The Kingshill Group focus on providing strategies for complicated financial situations, serving clients across all areas of wealth management. Their services include risk management, retirement income strategies, college savings, estate planning services, and portfolio management. Brian holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the Texas State University System. Outside of his professional work, Brian is active in chairing charitable fundraising events and dedicates much of his time to his wife, daughter, and two grandchildren.

Patricio Hernandez is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to his current role, he held positions at Cypress Point Wealth Management and Texas Tech University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, providing both advisory and brokerage solutions with a substantial portion of assets managed on a non-discretionary basis.

Fausto Lopez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at TIAA-CREF, J.P. Morgan Securities, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Mario Noun is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Goldman Sachs, as well as a period of employment at the University of Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and methodologies.

Roberto Guiot is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that use firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Brian Cass is a financial advisor with Equitable Advisors in Manvel, TX, holding a Series 66 credential and 16 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory role, Cass is a franchise owner of a Reis & Irvy’s location and serves as an exchequer for the Pearland Manvel Fresno Alumni Chapter of Kappa Alpha Psi Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid advisory and brokerage model, tailoring services based on client goals, risk tolerance, and time horizon.

Troy Mettey Jr. is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Memorial Hermann Healthcare Systems for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.

Riley Hood is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Goosehead Insurance and Academy Sports and Outdoors. Outside of his advisory role, Hood is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Talbot Jr. is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 18 years of industry experience. He has worked at Cetera since 2020 and previously spent five years at LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

John Borrero is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2015 and holds Series 63 and Series 65 designations. Outside of his advisory role, he works as a driver for Lyft on a part-time basis. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Romain Meynier is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he utilizes Merrill's investment resources along with Bank of America's banking and mortgage capabilities to provide clients with tailored financial strategies that help optimize investments and mortgage decisions. He focuses on delivering personalized and dynamic investment portfolios while maintaining consistency and long-term vision for clients' financial planning. Meynier holds a master's degree in financial engineering from Supaero and has obtained professional designations including Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), and Personal Investment Advisor (PIA). His background includes experience in private banking, asset management, and investment banking, equipping him with quantitative expertise and financial industry knowledge. Meynier also addresses international wealth management issues such as cross-country retirement planning, foreign investments, and currency considerations. Fluent in English, French, and German, Meynier is committed to advising clients with high ethical standards and focusing on their interests. Outside of his professional duties, his personal interests include soccer, tennis, and traveling.

Armando Acevedo is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.