Johnathan Evans is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes approved tools and modeling techniques to help clients develop financial strategies.

Carlos Aleman is a Financial Advisor at Merrill Lynch Wealth Management, based in the Houston Galleria area. He joined Merrill in March 2022, focusing on helping families, Big Tech professionals, and small business owners manage and grow their wealth. Carlos works with clients at various stages of their financial journey, providing guidance on retirement planning, estate planning, tax-efficient investing, wealth and risk management, business succession, alternative investments, and securities-based lending. Before entering financial services, Carlos spent several years in the technology sector, including roles at SHI, Dell Technologies, and Poly, supporting IT infrastructure needs for medium-sized businesses. He holds a Bachelor's degree from Texas A&M University and earned the Personal Investment Advisor (PIA) designation. Currently residing in Katy, Texas, Carlos lives with his wife Lauren, their two children, Tanner and Audrey, and their dog, Ellie. He enjoys spending time outdoors with his family, visiting local parks, and pursuing interests such as basketball, gardening, and following Houston sports, notably his favorite team, the Houston Rockets. Carlos emphasizes transparent communication and building lasting relationships to provide clients with the confidence to plan their financial futures.

Elizabeth Bocoum is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, retirement income, portfolio management services, and tax minimization. Elizabeth works closely with clients to uncover what matters most to them and their families, creating strategies to pursue their financial goals. With a background that combines business and psychology, Elizabeth brings a unique perspective to financial advising, focusing on understanding client behaviors and the emotional aspects influencing financial decisions. She holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Elizabeth earned her Bachelor's degree from the Texas AandM University System and an MBA from the University of Houston System. Outside of her professional work, Elizabeth enjoys camping, hiking, painting, reading, swimming, and traveling. She is also involved with the Gulf Coast MENSA community.

Miguel Turcios is a financial advisor with Fidelity in Richmond, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Fidelity Investments in various roles since 2012. Outside his advisory work, Turcios serves as managing member of MAT Ventures LLC, where he oversees projects related to fixing and flipping homes. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also provides model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Shruti Sheth is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Shruti is based in Sugar Land, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.

Jay Conner is a financial advisor with MassMutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with MML Investor Service and MassMutual Life Insurance Company since 2003. Outside of advisory work, he is also active as an insurance agent. MassMutual 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, wrap and money-manager programs, and educational seminars.

Stephanie Brown is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Brown holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management and responsible investing.

Charmaine Ollie is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Wells Fargo Clearing since 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Moore is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior roles include positions at Northern Trust Securities, Inc. and Wells Fargo Bank, N.A. He has been with Wells Fargo Clearing since 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mary Cardenas is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at several firms including Raymond James Financial Services and Morgan Keegan & Company. Cardenas is also associated with The Noble Group, a business entity related to her investment practice. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by technology tools, and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Christopher Durham is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 65 and Series 63 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, he operates a YouTube channel under Chris Durham & Associates, which is not related to investment advisory activities. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm utilizes model-based investment strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Eric Hernandez is a financial advisor with J.P. Morgan Securities in Sugar Land, Texas, holding a Series 66 designation and eight years of industry experience. His career includes roles at Merrill, Bank of America/Merrill Lynch, LPL Financial, New York Life Insurance, and NYLIFE Securities. 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. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers a range of services including ESG considerations and derivatives capabilities.

Larissa Myers is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at UBS Financial Services from 2009 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jeffery Scott is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Corebridge Financial, Valic Financial Advisors, and Guardian Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, supported by a centralized manager solutions team.

Edmundo Del Valle Diharce is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan. Outside of his advisory role, he is a partner in two investment-related entities in Mexico, including a holding company with interests in real estate and a small hydroelectric project. Morgan Stanley Wealth Management provides a range of financial advisory programs to individuals and institutions, integrating structured planning tools and investment insights without offering individual security recommendations as part of its standalone planning services.

Todd Harris is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 23 years of industry experience, including prior roles at Mass Mutual Investors Services and Osaic FA, Inc. Outside of his advisory work, he is the owner of Pangaea Solutions, Inc., a company involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of account implementation platforms, proprietary model strategies, and access to third-party advisers.

Sofia Guerra is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. Her background includes positions at Fidelity Investments and the University of Houston. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Elizabeth Alfaro is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America from 2015 to 2019 and had a role at Bath & Body in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 using model-based and discretionary investment strategies.

Felisa Rodriguez currently serves as Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to delivering exceptional client experiences. She emphasizes collaboration and personalized financial planning to help clients and their families grow, safeguard, and manage their wealth across generations. Rodriguez has extensive experience within Fidelity Investments, holding various roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Corporate Retirement Services Coordinator at Business Financial Group. Her career reflects a sustained commitment to financial services and leadership within the industry.

Ashley Peterson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked for sixteen years within the Lamar Consolidated Independent School District. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.