Christopher Totten is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities LLC and USAA in various advisory roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing portfolio management, financial planning, and brokerage services.

John Mott is a financial advisor at Morgan Stanley in Houston, TX, with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Alison Daley is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and with 16 years of industry experience. She has been with Robert W. Baird & Co. since 2006. Outside of her advisory role, Daley serves as treasurer for Big Fella Classic Inc., managing funds raised for charitable organizations, and advises the Peoria City Council as a member of the Downtown Advisory Commission. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a broad client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Mohammad Shemiranipour is a Series 66-licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and is also an investor and general partner at Oilyx, LLC, which focuses on land acquisition for natural resource exploration. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG criteria.

Sonya Little is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and having 33 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she is a general partner and managing member of Kingdom Promotions, LLC, a family-held limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Marcellus Davis is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Richard Pfeil is a CFP® and Series 66 designated advisor with Robert W. Baird & Co., where he has worked since 2013. He has 22 years of industry experience. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and strategic partnerships.

Prince Mayela is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners build, preserve, and manage their wealth through strategies tailored to each client's goals, values, and long-term vision. Prince focuses on areas such as 401(k) plans, IRAs, investment portfolios, equity compensation, retirement income, legacy planning, and small business strategies. Prince holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. He is a member of professional organizations including the Houston Millennials Organization, Omega Psi Phi Fraternity Inc., and the Texas Young Professionals Organization. He dedicates himself to building meaningful relationships and providing personalized guidance that simplifies complex financial matters. Outside of his professional work, Prince enjoys baseball, basketball, biking, chess, football, golfing, reading, running, spending time with his family, and traveling.

Mark Latawiec is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns and manages rental storage units through an investment-related LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services that include both discretionary and non-discretionary options tailored to plan objectives and demographics.

Carl Scarbrough is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 21 years of industry experience. His prior work includes 13 years with Metropolitan Life Insurance and over a decade with MassMutual Life Insurance Company. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative planning process supported by firm-approved analytical tools.

Kaitlyn Pickens is a financial advisor at Fidelity with Series 66 credentialing and approximately one year of industry experience. Prior to joining Fidelity, she held various roles in the retail and hospitality sectors, including positions at Lululemon Athletica and Benny Chows. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory roles to multiple registered investment companies and fund-of-funds.

Bart Reese is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Stifel. He has worked at Stifel since 2019 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is a partner in Texas Outdoor Specialties LLC, which provides recreational outdoor activities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Khawaja Haris Saeed is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Industrial Info Resources, Pakistan Stock Exchange, and Habib Bank Limited. Outside of financial advising, he owns and operates Connect 24/7 LLC, a technology business providing internet and TV services. Morgan Stanley Wealth Management is a large institutional firm offering a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers various investment and financial product solutions.

Amad Owidi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank. Outside of his advisory duties, he serves as the executor for his brother’s estate. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Evan De Los Santos is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in the restaurant industry and held roles related to recreational sports and education at Texas A&M University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Troy Spencer is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Transamerica Financial Advisors, Inc., ProEquities, Inc., and long-term involvement with Primerica Financial Services and World Financial Group, Inc. Outside of advisory work, he serves as president and CEO of Troy R. Spencer PC, an accounting and tax preparation firm, and is trustee of a family trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Randall Petrick is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of financial services including estate planning and investment advisory solutions.

Kelly Hejtmancik Jr. is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and previously worked at NYLIFE Securities Inc. and New York Life Insurance Company from 2002 to 2017. He is also involved as president of HV Strategic Wealth Management, LLC, a firm focused on financial planning and investment management services. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Franklin Guanipa Navarro is a financial advisor with Fidelity in Katy, TX, holding a Series 66 credential and four years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Pruco Securities LLC and Everise. Outside of his advisory work, he is a partner at Small Cakes, a bakery cafe in Houston, where he manages business development, financial operations, logistics, accounting, and business analysis. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jimi Shah is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked previously at Van Leeuwen & Company, LLC, where he spent a total of eight years across two periods. 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 provides a range of financial planning and investment management services delivered through a large network of advisors, offering both discretionary and non-discretionary strategies supported by a variety of proprietary and third-party resources.