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.

Babak Seyedain is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 2008 to 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Ginger Hardy is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Singletrack Financial LLC, THE Legacy One Group, and FSC Securities Corporation. Hardy also serves as Chief Operating Officer at Singletrack Financial LLC, overseeing office operations and advisor support. OSAIC is a large multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services across diverse programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of discretionary and third-party managed strategies.

Allan Klenke is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and 65 credentials and possessing 33 years of industry experience. His prior roles include positions at UBS Financial Services and various Morgan Stanley entities since 2020. Outside of his advisory work, he is a partner at Four Horsemen Ranch LLC, an agriculture business, and serves on the advisory board for the University of Kansas Business School, where he advises on the development of a new CFP program. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Jennifer Nix is a Vice President and Wealth Management Advisor with The Leonard Group at Merrill Lynch Wealth Management. She works closely with executives, business owners, entrepreneurs, and their families to help them derive greater fulfillment from their wealth. Jennifer focuses intensively on each client, employing diligent listening, active collaboration, and a strong work ethic. She partners with her team to assist individuals and families in gaining greater confidence in the direction of their wealth. Jennifer's clientele extends over multiple generations, allowing her to serve three, four, and even five branches within a single family. She is committed to financial literacy and enjoys engaging with the rising generation to nurture habits and mindsets associated with long-term wealth. Jennifer began her financial services career in 2014 at Capital One and has worked at Merrill Lynch since 2018. She holds a Bachelor's degree from Texas A&M and is a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™. Jennifer lives in Houston with her husband, son, and German Shepherd. She serves on the Foundation Board for Saint Agnes Academy and is active with the Junior League of Houston. In her personal time, Jennifer enjoys scuba diving and welcomes suggestions for travel destinations.

Tige Soderberg is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as a partner and managing member in several investment-related businesses, including a real estate investment firm and an agricultural nursery partnership. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and advisory programs, managing approximately $2.74 trillion in client assets, with a planning process that incorporates structured discovery and firm-approved tools.

Nicholas Copeland is a financial advisor with Merrill in Houston, TX. He holds Series 65 and Series 63 licenses and has less than one year of industry experience. His prior work history includes positions at Bank of America and various roles outside the financial sector. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Granberry is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2000. Beyond his advisory role, Granberry serves as a volunteer firefighter and training captain with the Pearland City Volunteer Fire Department and is a part-time instructor for Pearland Parks & Recreation. He is also Vice President of Harvest Creek Publishing and Design in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides various affiliated services, including trust and securities-based lending, operating under a fiduciary standard.

Oralia Sanchez is a financial advisor at Merrill based in Houston, TX, with 39 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1986. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Akash Patel is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as positions at Brenham National Bank and University of Texas Southwestern Medical Center. 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 supported by centralized due diligence and a manager solutions team.

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.

Travis Gaynor is a CFP® and holds a Series 66 license, with 15 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, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Ami Patolia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, Ami worked at JPMorgan Chase Bank, N.A. and has a background that includes time at KBR, Inc. and The University of Texas at Austin. 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 within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative due diligence, offering recommendations that can include ESG considerations and broader derivatives and commodities capabilities.

John Williams is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by proprietary research and operational tools.

Marc P. Walsh, CFP®, serves as a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Houston. He has been a financial advisor with Merrill Lynch since 1985 and works as part of the Walsh, Jordan and Associates team. Marc focuses on a range of client needs including family wealth management, services for endowments, foundations, and non-profits, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Marc graduated from the University of Texas at Austin's McCombs College of Business with degrees in International Business and Finance in 1981. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2003 and holds the Personal Investment Advisor (PIA) designation. Over his career, he has served as an investment consultant for corporate retirement plans, charitable foundations, and private schools. He has received recognition including The Financial Times Top 400 Financial Advisors (2014), Registered Rep Magazine's Outstanding Advisor Award (2008), and is part of the Forbes "Best in State Wealth Management Teams" list for 2024 and 2025. Beyond his professional work, Marc has been involved in community and volunteer activities. He has served as a volunteer pilot and director for Angel Flight South Central, providing free air transportation for medical needs, and was recognized for his relief work following Hurricane Katrina. He has also held roles with Scouting USA as an Assistant Scoutmaster and as a trustee and chair of the endowment committee for The Post Oak School. Marc is a member of the Rice University Parents Club and The Post Oak School Dad's Club. He is proficient in English and French and enjoys personal interests such as biking, boating, hiking, running marathons, skiing, music, reading, swimming, traveling, and spending time with family.

Lee Banchetti is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 registrations and 22 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2007 to 2021, as well as positions at PNC Investments LLC and PNC Bank NA. 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 within a non-discretionary program. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, supported by centralized due diligence and an ESG eligibility framework.

Michael Hopper 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 has worked at Wells Fargo Clearing since 2016 and previously held roles at Merrill and PNC Managed Account Solutions, Inc. 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 the Wells Fargo Investment Institute.

Mark Musgrove is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1999. 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 approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions supported by extensive research and a range of financial products.

Emad Hasan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has held roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2009 and is a partial owner and managing member of SJD Partners, LLC, where he is involved in business strategy and operations. 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.

Hayley Williams is a financial advisor at Edelman Financial Engines in Houston, TX, holding Series 66 and Series 65 licenses with one year of industry experience. Prior to joining Edelman Financial Engines, she worked at State Farm for seven years. Outside of her advisory role, she is a group fitness instructor specializing in Reformer Pilates. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.