Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include seven years at J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ann Krieger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including prior roles at LPL Financial and Waddell & Reed. She serves as an executor of an estate in a personal capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning tools supported by its Global Investment Committee.

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® professional with six years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Chevron USA and Tengizchevroil. Outside of his advisory work, he owns Chaplin Financial LLC and is also involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Alejandro Quijada is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America/Merrill Lynch for 11 years and has additional experience with Baker Boats Inc. Outside of his advisory role, he is employed as security personnel and venue usher for music and sporting events through Five Star Star Event Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates both quantitative and qualitative manager due diligence and may include ESG eligibility frameworks.

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.

Alisa Danaj is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. She provides ongoing advice and adapts portfolios as clients' situations evolve. Alisa holds the Personal Investment Advisor (PIA) designation. She earned an Associate's Degree from the College of the Mainland and a High School Diploma from Clear Falls High School. She also attended the University of Houston System without obtaining a degree. She is proficient in Albanian and English. Outside of her professional work, Alisa is involved with several community organizations, including Blue River Animal Rescue, Habitat for Humanity, and the Houston Food Bank.

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-credentialed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities, having previously held roles at Bank of America, Merrill, and Scope Management. 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. The firm incorporates both quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.

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.

William Gouldin is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 15 years at Citigroup Global Markets. Outside of advising, he is the owner of a ranch and serves as a board member of a technology company, Gouldin Technologies, LLC. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

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 Series 66 licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Ameriprise from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates 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 Series 66-licensed financial advisor with LPL Financial who has 25 years of industry experience. He previously worked at Merrill for seven years before joining LPL Financial in 2009. Outside of his advisory role, he holds a minority ownership stake in a private company called Arena Power. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.