Eduardo Gonzalez is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation 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 Bravo Capital Consulting and Alloy Merchant Finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Mark Salesman is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Lincoln Financial Securities Corporation and The Leaders Group Inc. Outside of his advisory role, he is involved in insurance-related businesses, including serving as President and Owner of Advisors Financial Group, which offers various insurance products and annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.

Valarie Minetos is a financial advisor with LPL Financial in Houston, TX. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior work includes six years at Pruco Securities, LLC and sixteen years at CrestWare. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by extensive research and diverse portfolio options.

Jack Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Meletio Lighting and Electric and was affiliated with Texas A&M University. Fidelity’s Strategic Advisers LLC, where Jack Mason is based, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

John Vallone is a financial advisor with LPL Financial in Houston, TX, holding the Series 66 designation and having 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he is involved in a non-investment-related business, SV Financial, LLC, and has operated other business entities for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

George Joseph is a ChFC® credentialed financial advisor with 23 years of industry experience. He has worked at MassMutual Investors Services since 2017 and MetLife Securities prior to that. In addition to his advisory role, he is involved in tax preparation and mortgage origination services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including educational seminars and event-driven planning such as divorce and estate settlement.

Jessica Babcock is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, she worked at N2 Distribution and Emergency Response Team, LLC. Outside of her advisory role, she coaches gymnastics for children aged 3 to 12 at Thornton's Gymnastics Center in League City, TX. 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 investment strategies and operates under a fiduciary standard, with a nationwide network of advisors and branch offices.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities. 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 range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Ann Krieger is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. She serves as an executor of an estate outside of her advisory work. Morgan Stanley Wealth Management provides a wide 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 approach includes structured financial planning supported by firm-approved tools and access to various investment solutions through its extensive resources.

Brent Lilly is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves in the United States Marine Corps Reserve. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Paul Lindberg Jr. is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at State Farm VP Management Corp and insurance agencies. Lindberg also manages an advisory business, DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized consulting team that generates algorithm-assisted, customizable recommendations.

Christopher Chaplin is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held positions at Chevron USA and Tengizchevroil. Chaplin is also an independent insurance agent and the owner of Chaplin Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Alejandro Quijada is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been affiliated with Merrill and Bank of America since 2015. Outside of his advisory role, he works as security personnel and a venue usher for music and sporting events through Five Star Star Event Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Iain Sharpe is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has worked since 1999. He is a Portfolio Manager with 23 years of experience at Merrill, focusing on providing wealth management services to affluent families, entrepreneurs, business executives, and other professionals. His areas of expertise include financial strategies, asset allocation, corporate benefits, executive compensation, family wealth management, legacy planning, liquidity management, and tax minimization. Iain was named to the Forbes "Best-in-State Wealth Advisors" list multiple times, including in 2018, 2021, 2022, 2023, 2024, 2025, and 2026. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree in hotel management from the University of Houston. Prior to his career in wealth management, he worked in the hotel management industry. Outside of work, Iain enjoys adventure sports, golfing, traveling, and spending time with his family. He and his wife live in Houston with their two sons. He is also involved with The Faris Foundation.

Silas Girgis III is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he serves as President of the Advisory Council at St. Laurence Catholic School, providing strategic guidance to the school's leadership. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Elliott is a financial advisor with Raymond James Financial in Bellaire, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and owns a support company called Red Leaves Capital. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals while also offering municipal advisory services and specialized employer consulting programs.

Marco Correa Ruiz Velasco is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles at UBS Financial Services Inc. and TD AMERITRADE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Roy Salas is a financial advisor with Edward Jones in Kemah, TX, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is involved with Statoil Texas Onshore Properties LLC, related to oil and gas royalties. 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 strategies, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Joseph Olivares is a Series 66-registered financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023. Prior to that, he worked at Bank of America and Merrill from 2018 to 2023. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary approach, applying an ESG eligibility framework and offering access to a broad range of investment products within a large financial organization.

David Hepner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with corporate executives, high net worth families, business owners, and individual investors in the Mid-South region to develop customized wealth management strategies designed to meet their unique financial goals, liquidity needs, risk tolerance, and tax considerations. Leveraging the resources of Merrill Lynch and Bank of America, he and his team provide financial advice and personal attention tailored to each client’s objectives. With over 28 years of experience in the financial industry, David leads Hepner & Associates in delivering wealth management services to affluent families and corporations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Mississippi. David resides in Nashville, Tennessee with his wife, Mary Helen, and has two adult children and one four-legged grandchild.