Jay Gazzier is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 27 years of industry experience. His prior career includes roles at Merrill Lynch Pierce Fenner & Smith and Bank of America. Outside of advising, he is involved in real estate and business ownership through entities such as Gazzier Development Group LLC and Jax Development Group LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Cesar Castelo Campillo is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2020. Outside of his advisory role, he is a partner at Saltbox Outdoor LLC, a retail and online store business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning tools and offers a broad range of investment products and strategies.

Daniel Brinkman is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and having 16 years of industry experience. His prior experience includes ten years at Monex Asset Management and Monex Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Keith Raney is a financial advisor with Edward Jones in League City, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience and has been with Edward Jones since 2015. 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 and has a large national network of financial advisors and branch offices.

Yaping Chen is a financial advisor with Equitable Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Equitable Advisors in 2023, Chen worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pruco Securities, LLC. Outside of advisory work, Chen is the owner of a design-related business, T&P Design LLC. 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 channels to implement client recommendations.

Brock Nolin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual for one year. Outside of his advisory role, he is a partner in H2Bros Pressure Washing LLC, where he is involved in quoting and servicing jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Jason Cancino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is a general partner in Tools 4 Guys LLC, a family-run business that produces power tool reviews and DIY content. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Cynthia Kelley is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in High Point, North Carolina. She has over two decades of experience in the financial services industry, focusing on helping individuals, families, and organizations achieve their financial goals through personalized strategies. Cynthia's expertise includes investment guidance, retirement planning, cash accumulation strategies, wealth transfer services, and insurance planning. A graduate of Wake Forest University, where she participated in the women's basketball team, Cynthia holds a Bachelor's Degree and the Personal Investment Advisor (PIA) designation. She combines her academic background with a commitment to providing informed, tailored financial advice that aligns with each client's unique needs and aspirations. Beyond her professional work, Cynthia is actively involved in community service in the Triad area. She volunteers and conducts educational workshops with organizations such as Financial Pathways of the Piedmont, Wake Forest University Trail Blazer, and Winston Salem Foundation Community Philanthropy Builders, reflecting her dedication to giving back and supporting nonprofit initiatives.

Daryl Fontenot is a Wealth Management Advisor with Merrill Lynch Wealth Management. He oversees and coordinates the financial affairs for a select group of individuals, families, and businesses in the Houston area and across the country. His client focus includes services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. Daryl assists affluent families, retirees, successful business owners, and corporate executives who value a strategic approach and the resources his team provides. Daryl holds a Master’s Degree from the University of Houston and a Bachelor’s Degree from the University of Texas. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include membership in the Rotary Club of Baytown, the Lee College Board of Regents, the Lee College Foundation, and Bay Area Homeless Services. He is actively engaged in his community, volunteering and fundraising for organizations such as United Way of Greater Baytown and Chambers County, Bay Area Homeless Services, Rotary Club of Baytown, and serving on the Lee College Board of Regents. Outside of work, Daryl’s interests include baseball, genealogy, and traveling. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Kaleb Sanders is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Lubbock National Bank, Mathnasium, Stanfield Properties, and teaching positions at Texas Tech University and Friendswood High School. 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 various third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Jeremy Character is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career with Edward Jones in 2010 and transitioning to Merrill Lynch in 2012, he has worked to provide financial advice and guidance tailored to clients at various stages, whether starting their careers, managing retirement income, or planning strategic wealth transfer. Jeremy focuses on helping clients pursue personal financial goals such as education planning, retirement income, and wealth accumulation through personalized wealth management strategies. His approach involves in-depth conversations to understand clients' values and objectives, enabling him to develop and implement strategies that connect all aspects of their financial lives. He is experienced in addressing a broad range of financial needs, including socially responsible and ESG investing. He holds a Bachelor's Degree from the University of the South and the Professional Investment Advisor (PIA) designation. Jeremy participates in community volunteering activities and enjoys basketball, golfing, hiking, rock climbing, scuba diving, and yoga.

Jared Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Edward Jones, E*TRADE, J.P. Morgan Securities, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Milton Bynum IV is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Merrill, and UBS Financial Services. His background includes roles at Morgan Stanley Private Bank and earlier positions within the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages a substantial asset base and employs structured planning tools and models to support client financial goals.

Zachary Dao is a financial advisor with Edward Jones in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at EAI Technologies, Inc. and has experience in education and healthcare sectors, including roles at KIPP Sunnyside High School and Baylor College of Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Donnelly is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2001 and has worked in the financial services industry since 1994. John holds a Bachelor's Degree from Hampden-Sydney College and a Master’s Degree in Finance from the University of Houston. He also holds the Personal Investment Advisor (PIA) professional designation. In his spare time, John enjoys tennis, golf, and spending time with his family.

Binh To is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial and Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Colin Eddington is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and MetLife prior to joining Cetera. Outside of his advisory work, he owns TX Audio & Radio Tubes, a business that buys, tests, and resells audio gear. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides multiple program structures including discretionary and non-discretionary management options.

Kevin Helmer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2000, progressing through various roles including Financial Consultant, Senior Relationship Officer, and Relationship Officer, gaining extensive experience in financial planning and investment analysis. Kevin partners with clients to improve their financial well-being by providing guidance and developing strategies tailored to their specific goals. His professional focus includes financial planning, portfolio planning, and investment analysis. He holds an Arkansas Insurance License. Outside of his professional work, Kevin has interests in beach activities, fitness, golf, military service, scuba diving, and surfing.

Trenton Walker is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients in family wealth management strategies, legacy planning, and personal retirement planning. Trenton collaborates with clients to develop personalized financial strategies designed to help pursue long-term financial goals, providing access to Merrill's investment insights and Bank of America's lending solutions. Before joining the financial sector, Trenton earned a degree in Entrepreneurship from St. Edward's University and spent approximately eight years in client services at technology start-ups. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He attended Memorial High School prior to his university studies. Residing in Houston with his wife and their two dogs, Trenton enjoys biking, cooking, hiking, music, reading, and running. He is involved with community organizations including Bridgeyear and the National MS Society.

Andrew Benjamin is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at APEX Systems, Source Point, Inc., Ttec, and Invesco. Benjamin is also involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.