Kavitha Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Samuel Wheatley is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education and fitness, including positions at Humble ISD and U Turn Crossfit. He also has experience at the University of Mary Hardin Baylor, St. Mary's University, and Second Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branches.

Belina Dustin is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, N.A. from 2022. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Seif Ibrahim is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Morgan Stanley, Citigroup Global Markets, and Bank of America. 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 screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Brooke Vannoy is a Series 66-credentialed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley, she worked at Sanford C. Bernstein & Co., LLC, Nuveen Securities, LLC, Nuveen Asset Management, LLC, and Ernst & Young. She is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and modeling techniques such as Monte Carlo simulations to assist clients in developing financial plans.

Lindsey Hutton is a CFP® and Series 66-registered financial advisor with Edward Jones in Houston, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Lindsey is involved with Crossfit Eminence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branches across the United States.

Ann Ronn is a financial advisor at LPL Financial with 36 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., and The AFP Group. Outside of advisory work, she is a licensed independent insurance agent and part owner of Income Protection Solutions, Inc., where she educates clients on insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, while supporting advisors with technology for operational and research purposes.

Cody Turner is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience at The Toasted Yolk and worked at At&t. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Matthew Albright is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones, and contracting for Michael John Garofalo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

David Zian is a CFP® professional with a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Robbins Brothers. Based in Houston, TX, he is affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of more than 23,700 financial advisors and maintains capabilities such as a trust company and securities-based lending.

Raymond Leslie is a Series 66 licensed advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. Prior to that, he was with Equitable Advisors from 2003 to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

James Spangler is a Wealth Management Advisor with the Wenzel Group, a nationally recognized wealth advisory team under Merrill Lynch Wealth Management. Based in Houston, Texas, he focuses on serving individuals, families, and businesses by providing personalized wealth strategies and advice. James aims to be the trusted leader of his clients' financial journeys while building multi-generational relationships. His expertise covers a range of areas including transitional events such as retirement and business changes, corporate benefit programs like equity compensation and retirement plans, trust and estate planning strategies, charitable giving, college education funding, home purchases, and lending through Bank of America. James holds a Bachelor of Business Administration in Finance with a minor in Spanish from the University of Miami. He maintains several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also involved with the University of Miami Alumni Association. In his personal time, James enjoys attending sporting events in Houston and spending time with his family, friends, and his mini goldendoodle, Samson. He speaks both English and Spanish.

Oliver Field is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Robert W. Baird and Russell Investments, as well as a period at Duke University. He is based in Houston, TX. 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 and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

David Aponte is a Series 66-registered advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Bank of America/Merrill Lynch and Walmart before joining J.P. Morgan in 2024. 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. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through affiliated entities.

Jonathon Alicea is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Dyversity, LLC, One Main Financial, and Wells Fargo. He has been with JPMorgan Chase and J.P. Morgan Securities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers a range of derivatives and commodities capabilities.

Isabella Mantilla Valdivieso is a Series 66-licensed advisor at J.P. Morgan Securities in Houston, TX, with experience beginning in 2024. Her background includes roles at Goldman Sachs, JPMorgan Chase Bank, N.A., and involvement with Trinity University in multiple capacities, including the admissions office and football department. 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 employs a centralized due diligence process and utilizes both quantitative and qualitative research to support its recommendations.

Christopher Collins is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Woodbury Financial Services, The Fitzpatrick Group, and several other firms. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Lammers is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the Finance Committee of the Cy-Fair Girls Athletic Association, a youth sports organization in Cypress, Texas. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of investment programs supported by structured discovery and firm-approved planning tools.

Ronald Levi is a Financial Advisor with Merrill at the Bank of America Tower in Houston, Texas. He works closely with individuals, families, and business owners to develop personalized strategies that support their financial goals, including education planning, executive compensation, retirement income, and tax minimization. Ronald conducts in-depth analyses and enhances banking relationships to deliver a comprehensive client experience. His professional focus encompasses portfolio management services, legacy planning, and investment consulting for defined contribution and defined benefit plans. Ronald holds the Personal Investment Advisor (PIA) designation and has attended the University of Houston System. He earned his High School Diploma from Westbury High School. Outside of his professional role, Ronald enjoys baseball, basketball, cooking, dancing, football, gardening, music, and spending time with his family.

Ulises Burnett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and Woodforest National Bank before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process is supported by centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.