Chris Ames is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Pamela Mc Leod is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 22 years of industry experience. She has been with Raymond James entities since 2007. Outside of her advisory role, she donates plasma at BioLife Plasma Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles.

Marcus Castille is a financial advisor at Primerica Advisors with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he was employed in educational roles with Fort Bend ISD and Port Arthur ISD, and held a financial services role at Momentum Financial. Outside of advising, he operates a non-investment related business under Pure Potential Properties. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody through BNY Mellon Advisors and Pershing.

Mark Bamber is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is a co-founder and board member of M.O.R.E Possibilities, a community-focused organization involved in health and welfare initiatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by advanced planning tools and a comprehensive investment platform.

Cody Siebert is a financial advisor with LPL Financial in Katy, Texas, holding Series 63 and Series 66 credentials and possessing 38 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and 1st Global Advisors Inc. Outside of advisory work, he is involved in agriculture through his farming operation, Dream Catcher Farms, in Cat Spring, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, combining scale and diverse financial services with oversight of over $819 billion in discretionary assets.

Palmer Child is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their unique goals and priorities, assisting them in developing personalized financial strategies. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Palmer holds a Bachelor's Degree from Brigham Young University - Idaho and has earned the Personal Investment Advisor (PIA) designation. He emphasizes a collaborative approach, providing ongoing advice and guidance as clients' needs evolve.

William Cone Jr. is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of BTC Imports, a business that imports and sells decorative items from Asia and other regions, and serves on the Board of Directors for the Hudson Forest Homeowners Association in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Amy Kohlert is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Based in Katy, TX, her practice is part of a large nationwide firm. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jennifer Davies is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Invesco Advisers, Inc. and Elite Marketing Group (ProEquities). She has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

John Wilson is a financial advisor at OSAIC with 27 years of industry experience. He previously spent 23 years at Lincoln Financial Advisors. In addition to his advisory role, he offers various insurance products, including health insurance and fixed/indexed annuities, and provides life settlements on life insurance policies through Highland Capital. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm’s investment process includes model-based asset allocation and portfolio optimization with multiple program options such as advisor-managed portfolios and third-party manager selections.

Parker Wagner is a Financial Advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Formentera Operations, Valero Energy Corporation, and Dynamic Systems. He has also been involved with Appelt Aggieland Visitor Center and Texas A&M University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Mark Leifrig is a CFP® professional at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at Santa Fe Relocation Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Cothern is a Series 66-registered financial advisor with Mass Mutual Investors Services in Houston, TX, with two years of industry experience. Prior to joining Mass Mutual, he worked at Discount Sports Rings USA Inc and held roles at Turner Industries and Buc-ee's LTD. Mass Mutual Investors Services, LLC 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 range of planning programs and educational seminars, including recent additions in divorce, estate, and employer-sponsored planning.

Andrew Buchta is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Kalyani Sanghavi is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Bruce Crawford is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 1997 and serves as President and a director on the board of Harris County Municipal Utility District #189 since 2007. Outside of his advisory role, he is President of Burnt Corn LLC and a partner in Evergreen Partners Ltd, family-owned businesses in which he has ownership interests. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, pension and profit-sharing plans, and municipal entities. The firm offers a variety of financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by in-depth analyses and a broad array of portfolio management strategies.

Michelle Cohen is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop and implement customized financial plans utilizing Fidelity's technology. She has held this position since 2021. Prior to her current role, Michelle worked at Stavis & Cohen Financial in various capacities from 2015 to 2021, including Financial Advisor, Financial Planner, Client Service Associate, Insurance Coordinator, and Staff Assistant. This experience has contributed to her knowledge in financial planning and client services.

Maria Forero is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 37 years of industry experience. She has been with Raymond James since 2017 and previously worked at UBS Financial Services from 2010 to 2017. Outside of her advisory role, she manages a personal rental real estate business. Raymond James & Associates, Inc. is a large dually registered 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.

Alfonso Duarte Rioseco is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 14 years of industry experience. He previously worked at Actinver Wealth Management and Actinver Securities from 2011 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. Outside of advising, he is the sole proprietor of ADR Global LLC, which involves managing a private jet. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include investment advisory and estate planning strategies.

David Harkins is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 designation and has been with Merrill since 1992, also working at Bank of America, N.A. since 2011. Merrill, together 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.