Jay Gentry is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Baird, Good Karma Brands, Rosen Honda, Wheeling University, and Brown Deer High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Elese Leblanc is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has worked as an independent beauty consultant for Mary Kay, engaging in cosmetic sales through various marketing activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and utilizes tools such as Monte Carlo simulations to model financial outcomes.

Christopher Alvarez is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Houston, TX, holding a Series 66 designation with four years of industry experience. He has worked with Raymond James since 2022 and has been associated with First Community Wealth Advisors and First Community Credit Union since 2012. Outside of his advisory roles, he is the owner of a rental real estate property in Cypress, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.

Terry Kelly is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2019. His prior experience includes roles at Invesco Advisers, Inc. and A I M Distributors, Inc. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Kenneth Parker is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves on the finance committee of Good Shepherd United Methodist Church in Cypress, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supporting approximately $1.01 trillion in assets under management.

Christopher Bridges is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Outside of his advisory role, he owns Texas Gulf Adventures, a boat-for-hire business specializing in chartered fishing trips. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering a range of advisory, brokerage, and insurance solutions. Their retirement-income service uses a combination of research, modeling, and tax analysis to provide tailored, non-discretionary recommendations.

Jamie Forgy is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, Forgy held real estate roles at Century 21 Realty Partners, eXp Realty LLC, and Texas Legacy. Forgy holds a Series 66 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Bowman is a financial advisor with Morgan Stanley in Houston, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Jonathan Bergeron is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Shell Oil Company for six years. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages substantial client assets and provides services both directly and through corporate financial planning agreements.

Cheri Payne is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior experience includes 14 years at Raymond James Financial Services and five years at Principal Financial Services. 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 a network of over 22,800 advisors and assets under discretionary management exceeding $819 billion.

Ward Pendleton is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1983, including roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. Pendleton is also involved with the Rotary Club of Sugar Land Texas International Service. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines traditional wealth management with access to a broad range of financial products and institutional capabilities.

Jennifer Salvato is a financial advisor with Cetera, holding a Series 66 designation and over 10 years of industry experience. She has been with Cetera and its affiliated entities since 2013 and has operated Salvato Design Services since 2010. In addition to her advisory work, she serves as the finance chair for the Women's Ministry Board at Holy Covenant United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network serving individual, corporate, charitable, and institutional clients. The firm provides access to multiple investment platforms and third-party managers, managing over $256 billion in assets with more than 10,000 advisors.

Alejo Orvananos is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has served since 2009. He specializes in international wealth management, managing new wealth, and portfolio management services. Alejo focuses on providing strategies and investment guidance tailored to the financial objectives of individuals, families, and businesses. Alejo began his financial career in 1993 as an equity floor trader at Bolsa Mexicana de Valores with Probursa Casa de Bolsa. In 1998, he joined Banamex-Accival as Vice President of Institutional Sales Trading, advising and trading stocks for institutional clients. In 2002, he worked in New York City with Citi Private Bank, providing financial advice to ultra-high net worth clients, while completing an Executive MBA at IPADE. His expertise includes trading stocks, bonds, and options, portfolio management, hedging strategies, and investment process support. At Merrill Lynch, he holds the title of Senior Vice President and International Financial Advisor. Alejo holds a Bachelor's degree from Universidad Iberoamericana and has completed an accredited certificate program at Yale University. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional activities, Alejo is involved with the community organization JH Ranch and has personal interests in boating, cooking, and golfing.

Eponine Winegar 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, she worked with WebWeevil.com LLC and had roles at VillaSport Athletic Club and Spa, HBU Bradshaw Fitness Center, and Houston Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of financial planning and investment management options.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Brandi Tanksley is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Robert Strange is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of finance, he owns and operates O-Face Productions, a live music production and equipment rental business, and performs with the band Adrenaline. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Steven Nelson is a financial advisor with LPL Financial in Katy, TX, holding Series 63, Series 65, and Series 66 credentials and having 28 years of industry experience. He previously worked at Next Financial Group Inc. for 19 years and Bok Financial Asset Management, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives and provides access to model portfolios, third-party asset management, and institutional platforms.

Kimberly Koydemir is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Sharon Ward is a financial advisor at Ameriprise with 47 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.