John Debellis is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 supported by structured discovery conversations and advanced planning tools.

Ricardo Pellman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at Spring Hill College for four years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and scenario modeling but does not include individual security recommendations as part of its standalone planning services.

Stephen Ulsh is a ChFC® and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he serves as Chief Financial Officer for Aslan Federal, a government contracting services firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Rossi Selvaggi III is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Well Lived Wealth LLC, Tulane University, and various service and gig economy positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers.

Annuar Abud is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial planning and advisory services to clients, leveraging his expertise to support their wealth management needs. He holds a Bachelor's Degree from Southern Methodist University. This educational background supports his professional activities in the financial advisory field.

Isabel Corona is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years. 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 services supported by structured processes and various analytical tools.

Anthony Lapia is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shehzad Khan is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to generate tailored, algorithm-assisted recommendations.

Marcelo Fallick is a financial advisor at Edward Jones in Houston, TX, with 10 years of industry experience. He holds the Series 66 designation 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Derek Toy is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework.

Nicole Rizzo is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Fidelity Investments and Edward Jones Investments, along with experience outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Cortez is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals, utilizing the investment insights of Merrill and the banking and lending solutions of Bank of America. Jack holds a CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Committed to community involvement, Jack volunteers with local organizations, reflecting Merrill's tradition of service.

Cesario Cavazos is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Distributors LLC, Eagle Strategies LLC, and New York Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a structured, collaborative planning process using firm-approved tools and delivers recommendations without investment discretion, with implementation handled through separate brokerage or insurance arrangements.

Brian Strawn is a financial advisor with Ameriprise in League City, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages DGW Worldwide, LLC, an investment-related business. Ameriprise provides a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, delivering structured, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Radford Neuhaus serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been employed since 1993. He holds the designation of Personal Investment Advisor (PIA). Radford earned a Bachelor's Degree from the University of Mississippi, majoring in Finance and Business Management. A native Houstonian, Radford has extensive experience in financial advising, contributing to the Merrill Lynch Wealth Management team for several decades. He is married to Caroline, and together they have two children, Ford and Morgan. They reside in Bunker Hill Village and attend St. Martin's Episcopal Church. Radford is actively involved in his community and has volunteered with various non-profit, civic, and church organizations. Among these, he has a particular connection to Camp For All, a not-for-profit camp serving individuals with challenging illnesses or special needs. His leisure activities include hunting, fishing, hiking, radio controlled flight, and golf.

Ginger Hardy is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including FSC Securities Corporation and THE Legacy One Group. Hardy also serves as Chief Operating Officer of Singletrack Financial LLC, where she oversees office operations and supports advisor services. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs a range of portfolio construction tools and third-party services to support customized portfolio management for its clients.

Mirella Wilmot is a Wealth Management Advisor and partner with the AS Wilmot Group at Merrill Lynch Wealth Management. She has been with Merrill for over two decades, focusing on helping clients develop personalized wealth management strategies tailored to their individual financial situations and goals. Her approach involves understanding clients' full financial picture, including assets, liabilities, career status, retirement plans, and family needs, to create customized financial plans. Mirella's expertise includes personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Houston Baptist University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She began her career at Merrill while in college, assisting in wealth management strategy development, and has since committed to building client relationships and supporting their financial goals. In addition to her professional work, Mirella participates in community activities through the Merrill tradition of service. Her personal interests include music, photography, reading, spending time with family, traveling, and watching movies.

Tamara Batten is a financial advisor with LPL Financial in League, TX, holding Series 63 and Series 65 registrations and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank and Clearing, CUSO Financial Services, and University Federal Credit Union. She is involved with the Clear Lake High School Cheerleaders Booster Club. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Jacob Giesen is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. He has worked at Merrill, Bank of America, Edward Jones, and J.P. Morgan entities. Giesen serves as treasurer and board member for the Centerfield In Bay Colony Homeowners Association, a local nonprofit. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Byron Hood is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked with firms including Citigroup Global Markets and Morgan Stanley Smith Barney. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.