William Gouldin is a financial advisor with Morgan Stanley in Houston, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including roles at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory work, he serves as a board member of Gouldin Technologies, LLC, a technology company. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and risk modeling techniques to support client financial plans while operating primarily in an advisory capacity.

Kelly Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her career includes roles at Primerica Financial Services and DCJ Transport, among others. Outside of her advisory work, she has maintained a personal connection to health products through Shaklee Corporation, though she has not actively used these products since 2013. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Jeremiah Hartley is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Stone III is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He is also a partner at Stone and Stone, LLC, a law firm providing legal advice and transactional and probate services in various counties in Texas. Stone has worked at Cetera since 2013 in different capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring various program options and affiliations.

Thomas Carouthers is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he holds a passive investment stake in a private company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services through a national network of representatives.

Ainhoa Sanchez Castro is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior roles include positions at Alterna Securities Inc. and Bank of America, N.A. She is based in Houston, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Donald Nelson is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Equitable Advisors, Uber Eats, Jared Gaddis/AXA Advisors, LLC, and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning that incorporates structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies, wrap programs, and access to investment companies and private funds.

Duane Gurbach is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and models to support its financial planning process.

Sylvia Sanchez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2015. 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 advice. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dennis Cohan is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and 29 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance since 2006 and is also involved in the insurance business through Cohan Insurance Group Inc and Associates in Insurance & Benefit Planning. His wife owns the majority of Cohan Insurance Group, which operates in partnership with CORE Benefit Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and various investment programs, structuring engagements as collaborative, annual relationships with a focus on written recommendations and optional implementation.

Andrew Pisechko is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and five years of industry experience. He previously worked at Total USA International, LLC and Anadarko Petroleum Corporation before joining Morgan Stanley Private Bank in 2020. Outside of his advisory role, he serves as Treasurer for the Houston Chapter of the Arkansas Alumni Association and is a partner in Cire's Cache, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Juan Gomez is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of professional banking experience. His expertise spans client relationship management, wealth management, and credit-lending, serving individuals and businesses across North America and Latin America. Juan focuses on developing personalized financial strategies tailored to clients’ long-term goals, leveraging insights from Merrill and solutions from Bank of America. He holds a Master of Business Administration (MBA) from IE Business School and is a Personal Investment Advisor (PIA). Bilingual in English, Spanish, and Portuguese, Juan has lived in the Houston area for 14 years and currently resides in the Woodlands with his wife and three children. Outside of his professional work, he enjoys music, running, soccer, tennis, and traveling.

Steven Carter is a financial advisor with Mass Mutual Investors Services in Houston, TX. He holds the Series 66 and Series 63 designations and has three years of industry experience. Prior to his current role, he worked at JP Morgan Chase Bank and J.P. Morgan Securities. He has also been involved with the BIPOC Arts Network and Fund. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that offers financial planning and asset management to individuals, business owners, and charitable organizations. The firm uses firm-approved software and analytical tools to support collaborative, annual financial planning engagements.

Brenton Holton is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and nine years of industry experience. He has worked at Merrill and Bank of America since 2007 and served in the US Army from 2004 to 2016. Outside of his advisory work, Holton owns a vending machine business. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individual, high-net-worth, institutional, and charitable clients with varied portfolio implementation approaches.

Antonio Palafox Camara is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. for 12 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved with The Pelos Band, a musical group, and is a partner in Mexico's Finest Wines and Spirits LLC, a wholesale and distribution business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Adam Alanis is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors and combines institutional advisory operations with brokerage and investment management capabilities.

Robert Bouvier is a CFP® and ChFC® professional with 25 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a proprietary money market fund, supported by a nationwide network of more than 23,700 financial advisors.

Antonio Orendain 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 and its Private Bank since 2016. Outside of his advisory role, he is a partner in La Caminera Andalusians LLC, an agricultural business based in Katy, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a model-driven investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Andres Swartz is an International Wealth Advisor at Merrill Lynch Wealth Management, a position he has held since 2005. He brings over 25 years of experience in international wealth management, focusing on a comprehensive, client-centered approach that aligns with the goals and objectives of individuals and families. Andres collaborates with a team of professionals to develop a wide range of needs-based strategies, including asset management, custom credit solutions, fiduciary services, and estate planning. Before joining Merrill Lynch, Andres served as a wealth advisor at UBS International, where he provided financial advice to high net worth clients. He holds professional designations as an Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA). Andres earned his Bachelor's Degree from Universidad Santa Maria Caracas in Venezuela and is fluent in both English and Spanish. Outside of his professional work, Andres enjoys hunting, music, racquetball, reading, soccer, spending time with his family, traveling, and watching movies.