Navneet Pahal is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of Corporate Compass Inc, a business providing travel-related services to partner and family-owned companies. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Harvey Newton is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Managing Director of MKL Bayern GmbH in Germany, dedicating part-time hours during non-operating periods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques to support its advisory services.

Jana Carter is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at Equitable Advisors, LLC and has been involved in various roles outside finance, including work with the Harmony Education Foundation and managing a babysitting service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jeffrey Kratz is a Series 66 credentialed advisor with Merrill in Houston, TX, where he has worked since 2009. He has 27 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Brunner is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2009. Outside of his advisory work, he is also an author. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory programs that incorporate market simulations and broad investment strategies.

Tyler Getz is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His career includes roles at Waddell and Reed and Academy Sports and Outdoors. He is also a commissioned notary in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nico D'Argento is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He has held positions at JPMorgan Chase Bank, Hodges Capital, and KIIAN Capital Partners, and previously worked at Baylor University. 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 approach combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Gregory Allen is a financial advisor at Charles Schwab with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TD Ameritrade for 10 years. Outside of finance, he serves as a baseball umpire for youth games in Houston, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and due diligence.

Samuel White is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Robert W. Baird & Co. and IBM. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework.

Dylan Davis is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved with The Enrichery, a community-focused organization. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and lending services through affiliated entities.

Jeffry Parker is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked at UBS Financial Services for 21 years before joining Morgan Stanley in 2019. 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 strategies, managing approximately $2.74 trillion in client assets.

Misti Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She previously worked at LPL Financial LLC for six years before joining Wells Fargo in 2022. Flores serves as treasurer for the Brazoswood High School Project Graduation Class of 2026, coordinating and raising funds for class activities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages a broad range of assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Lisa Desilets is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 1998. Based in Houston, TX, she has worked at 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Rodrick Fowler is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for five years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he has a 20% ownership interest in Brazoria Power Investors, a business unrelated to investment advisory activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and serves as an ERISA fiduciary when providing investment advice.

David Fletcher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Cetera since 2025 and owns Kingwood Tax Services LLC, where he provides tax preparation services. Additionally, he has operated Lynn D. Fletcher PC since 2015, assisting with daily office duties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Randall Faulk is a CFP® certificant with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Morgan Stanley and IC Advisory Services. He is also the owner of Faulk Financial, Inc. Randall is registered as an insurance agent involved in insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi‑billion dollar asset base across multiple platforms and custodians.

Tim Hudnall is a financial advisor with RBC Capital Markets based in Houston, TX. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Erik Bencomo is a CFP® professional with 21 years of industry experience, currently affiliated with J.P. Morgan Securities in Houston, TX. His prior experience includes roles at Charles Schwab Bank, Salient Capital Advisors, Merrill, TD Ameritrade, and Equitable Advisors. 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 searches, and customized performance reporting through a non-discretionary program.

Drew Mammen is a Series 66-registered financial advisor with Morgan Stanley in Houston, TX, bringing seven years of industry experience. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. from 2022 onward. Prior to this, he worked at Walts Wharf and studied at California State University: Long Beach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and analyses.

Jeffrey Brannigan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018, and previously spent two years at Delicato Family Vineyards. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.