Samuel Granberry is a financial advisor at Edward Jones in Pearland, TX, with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has volunteered with the Pearland City Volunteer Fire Department for over a decade and serves as Vice President of Harvest Creek Publishing and Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Alejandro Ayala is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following a seven-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Elton Wong is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Asa Ehrlich is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity as an Investor Center Intern in 2022, progressing through positions including Financial Representative, Relationship Manager, and Investment Consultant before his current appointment. In his role, Asa focuses on understanding clients' personal and financial needs to develop customized strategies. He utilizes Fidelity's technology and planning tools to build lasting client relationships and provide ongoing guidance to help clients achieve their evolving financial goals. Outside of his professional work, Asa is interested in board games, camping, football, social events with friends, and golf.

Kenia Medlin is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on integrating wealth management planning to simplify the complexities of clients’ financial situations. Kenia emphasizes building strong, long-term relationships by providing personalized attention and collaborating closely with clients to develop strategies tailored to their unique financial goals. She holds the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services and a Personal Investment Advisor (PIA) credential. Kenia earned an associate’s degree from Thomas Edison State College. She is bilingual in English and Spanish. Kenia is part of a team committed to helping improve clients’ financial lives. Details about her personal interests or community involvement have not been provided.

Patrick Fleming is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2022, he worked in education at Tomball High School and Tomball Memorial High School for a combined eight years. He holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team.

Lundyn Cuellar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Cuellar worked for Bank of America Corporation/Merrill Lynch from 2023 to 2026. J.P. Morgan Securities LLC 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 an ESG eligibility framework to guide investment recommendations.

Donna Uliva is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with DRU Consultants LLC, an entity established to manage payroll for staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Raymond Sinkiewicz is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, he is involved with the Spring Branch Independent School District and participates in business development for companies that assist small businesses with payment processing. He is also engaged in creating art as a personal venture. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers diverse services through both advisory and broker-dealer platforms.

Edward Mullen Jr. is a financial advisor at Morgan Stanley in Houston, TX, with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Rachel Stephens is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Chase Mc Dowell is a financial advisor at Morgan Stanley with 8 years of industry experience, holding a Series 66 designation. He has worked at Morgan Stanley since 2018 and previously was with Texas Premier Resources from 2016 to 2018. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

Lawrence Jacobs is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Principal Securities Inc., and Principal Life Insurance Co. He also operates his own financial advisory business and is involved in offering insurance products as an agent. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through an extensive network of financial advisors and advisory platforms. The firm employs asset-allocation tools and multiple investment options to manage portfolios, offering both discretionary and non-discretionary account management.

Edgar Hull is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns a yacht brokerage business in Charleston, SC, and is the founder and a board member of CP Soccer Houston, a charitable organization focused on soccer-related activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Anna Dashkevich is a CFP®-designated financial advisor with 22 years of industry experience currently with Mass Mutual Investors Services. She has held roles at MassMutual life Insurance Company and Oak Harvest Investment Services, with over a decade of combined experience at MassMutual entities. Outside of her advisory work, she is also licensed as an insurance broker offering life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative annual planning processes.

Christopher Laakso is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, he serves as committee chair for a charity golf event at Legacy Community Health and is co-trustee for a family trust. 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. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client solutions.

Robert Snow is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets Inc. His other business activities include roles related to estate investment matters in Kingwood, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Hodge is a financial advisor with Edward Jones in La Porte, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Bernstein is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety 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 employs structured planning tools and modeling techniques to support its advisory services.

Farhood Malek is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.