Brian Carrion is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to joining Wells Fargo, he worked at PricewaterhouseCoopers, LLP from 2015 to 2018. He is also a licensed CPA in the state of Texas and maintains his continuing professional education credits. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Dean Fletcher is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance, such as with Sports Info Solutions and Greystar Property Management, along with several periods focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as private fund relationships and principal trading.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

Jose Mondragon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. He is also a partner in real estate investment ventures focused on private real estate and rental properties. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and market modeling techniques.

Alejandro Garcia Du Solier is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Securities, BBVA Wealth Solutions, and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

J Thomas Ybarbo is a CFP®-designated financial advisor with J.P. Morgan Securities in Pearland, TX, bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an entity he co-owns with his wife that invests in real estate and provides capital for equity stakes in existing businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a focused wealth advisory program that emphasizes written asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Colin Jones is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Sechrist Duckers LLP, Tech Seal University, Texas Tech University, and Trinity University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management, financial planning, and custody services supported by centralized operations and multi-asset model portfolios.

Jesse Sanchez is a financial advisor at Merrill with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Thornburg Investment Manager. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at University Federal Credit Union, CUSO Financial Services, LP, and National Planning Corporation. 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 large network of investment adviser representatives.

Sergio Corona is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and six years of industry experience. His prior work includes roles at New York Life Insurance, Thrivent Financial, Wellcare Health Plans, and American National Insurance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored Corporate Financial Planning agreements.

Zaida Gil is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Wedbush Securities Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

John Carpenter IV is a financial advisor with Morgan Stanley Wealth Management in Houston, TX. He holds a Series 66 credential and has three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Regina Gust Designs and at Texas A&M University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Sadia Awan is a Financial Advisor at Merrill Lynch Wealth Management, where she has supported clients since 2016. She works with individuals, executives, lawyers, business owners, and families to provide personalized wealth planning strategies aimed at building financial security and creating lasting legacies. Her client focus includes corporate executive services, family wealth management strategies, legacy planning, women and wealth, and individual and corporate investment strategies. Prior to joining Merrill, Sadia served at Barclays in Dubai, UAE. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She also completed the Accredited Certificate Program from City College of San Francisco. Outside of her professional role, Sadia is the spouse of a Navy veteran engineer and mother of two young children. She enjoys hiking, horseback riding, pickleball, reading, spending time with her family, traveling, and volunteering.

Dana Stewart is a Series 66-credentialed financial advisor with Wells Fargo Clearing in Houston, TX, and has 18 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support portfolio diversification and investment selection.

Corey Fanning is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has held various roles since 2016, including positions at Texas First Bank and Oak Wealth Management, with experience across multiple industries. Corey attended Texas Tech University from 2020 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Alicia Ellis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Texas Bay Credit Union. In addition to her advisory work at Ameriprise, she serves as a financial advisor at Shell Federal Credit Union, meeting directly with credit union members. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Tracy Mauch is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Based in Houston, TX, she has spent her entire advisory career at the firm. 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 both model-based and discretionary investment strategies constructed by internal and third-party managers.

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

Adriana Santoni is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm‑approved methodologies to support client financial plans.