Xavier Colon is a financial advisor at Fidelity with six years of industry experience. He has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, overseeing affiliated and unaffiliated sub-advisers and serving multiple registered investment companies.

Franshell Dumes is a Series 66-licensed financial advisor at Morgan Stanley with 25 years of industry experience. She has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Eric Rumbaugh is a financial advisor at OSAIC in Houston, TX, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities, Inc., Waddell & Reed, Inc., and various insurance carriers. In addition to his advisory role, he manages insurance products, including accident, health, disability, life insurance, fixed and fixed indexed annuities, and life settlements. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced asset-allocation tools and manages portfolios using stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joyce Bodenhamer is a financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Morgan Stanley since 2014, with a brief period as a self-employed advisor from 2019 to 2020. Outside of her advisory work, she operates an online resale business called Buffalo Girls Emporium, buying items at thrift and garage sales to resell on eBay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Ozioma Abraham is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Merrill, LPL Financial, and Texas Dow Employees Credit Union. Abraham is currently based in Houston, TX. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Roger Brown Jr. is a financial advisor with Ameriprise, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JP Morgan Securities LLC. Brown also manages an advisory business, Tiras Wealth Management LLC, in Houston. 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 with written reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data to provide tailored recommendations within a defined investment universe.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors and related entities since 2004 and has also worked at Walmart since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Ryan Mayworn is a Series 66 licensed financial advisor with Merrill in Houston, TX, having eight years of industry experience. He has been with both Merrill and Bank of America, N.A. since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Enrique Debayle is an International Wealth Advisor with Merrill Lynch Wealth Management, a role he has held since 2009. He specializes in delivering tailored wealth management solutions by carefully considering the goals and objectives that individuals and families seek to achieve. Enrique's approach emphasizes a client-centric process that begins with understanding client needs. With more than 20 years of experience in international wealth management, Enrique collaborates with a team of professionals to develop strategies encompassing asset management, estate planning, and fiduciary structures, working alongside clients' attorneys as well as corporate and investment banking services. Before joining Merrill Lynch, he was a Senior Private Banker at the Citi Private Bank in Houston, where he advised Ultra High Net Worth clients. Enrique holds a Doctorate from Loyola University School of Law and a Bachelor's Degree from Louisiana State University. He also holds the Personal Investment Advisor (PIA) designation. Banking services related to his practice are provided through Bank of America, N.A.

Travis Wise is a financial advisor with Equitable Advisors in Sugar Land, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, having previously worked at Axa Advisors. Outside of his advisory role, he serves as a church preacher and part-time Bible class teacher. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizons.

Matthew Wicke is a CFP® professional with seven years of industry experience, currently serving as a financial advisor with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Applied Industrial Technologies from 2004 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Englander is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bank of America, N.A. and Merrill from 2018 to 2021, with earlier roles in promotional and hospitality sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions, supported by a nationwide network of about 23,701 financial advisors and over 15,000 branch offices.

Richard Nelson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 23 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at UBS Financial Services for 11 years. Outside of his advisory role, Nelson is involved in real estate through ownership and partnership in private real estate entities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies.

Rachel Hamblen is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. prior to her current position. Before joining Morgan Stanley, she spent two years at Invesco Distributors, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Tony Yu is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for six years before joining Cetera and East West Bank in 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Helen Sharpe is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2006, with prior experience at Bank of America, N.A. Outside of her advisory role, she is the owner of a voice-over LLC and assists her daughter with a small jewelry business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Andrew Bivens is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Texas Capital Bank, First State Bank of Bloomington, and Busey Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Mark Mc Manus is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Cynthia Barnett is a CFP® professional with 19 years of experience in the financial industry. She is currently affiliated with LPL Financial and has previously worked at Securities America Advisors and OSAIC. In addition to her advisory career, Barnett has been a licensed Texas real estate broker since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Stuart Jackson is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked with Edward Jones since 2024 and owns Jackson Business Solutions, a consulting firm providing management consultation services. Prior to his financial advisory career, he held positions at Alvin Community College, the University of Texas Medical Branch, and the College of the Mainland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive nationwide network of advisors and branch offices, as well as its affiliated services including a trust company and proprietary mutual funds.