Winthrop Harvey is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2016, following a 15-year tenure at Deutsche Bank Securities Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and research resources.

Ben Cravens is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves as president and board member of Trucha Grande LLC, a recreational business based in Fort Worth, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone planning.

Lov Bernard is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He joined UBS in 2026 and has experience working in various roles including at Transition Support Services, Beebusy Wellness Center, and Zurich North America. Bernard also has entrepreneurial experience with AmLov, LLC, which he has been involved with since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Jalen Blackmon is a CFP® professional with three years of experience in financial advising. He is currently with Mass Mutual Investors Services and has prior experience at firms including Strategic Financial Group, Wealth Standard Financial, and Cetera Advisor Networks. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Lisa Lee is a CFP® professional with 31 years of industry experience, currently serving at OSAIC since 2024. She has worked at Fortis Investors, Inc. for 29 years. Lisa serves on the board of a nonprofit missionary organization, The Harbor Nizhny, a 501(c)(3). Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes portfolio optimization, third-party manager programs, and unified managed accounts.

Linda Gibbs is a Series 66 licensed financial advisor with Merrill in Houston, TX, where she has worked since 2000. She has 18 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Jason Munoz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2006. 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 under management through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Adrian Sanchez is a financial advisor at Stifel based in Houston, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Stifel since 2015, following prior roles at Barclays Capital Inc. and Lehman Brothers Inc. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dominic Cellitti is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the 4th Wall Theater, a civic organization focused on arts and culture in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates to support client financial plans.

Hernan Perez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jonathan Linker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cerity Partners LLC, Northstar Wealth Management, and a non-financial position at I Fratelli Pizza Houston. He also has academic experience from Texas Tech University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Alireza Hashemi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients, leveraging his expertise to help manage and grow their wealth. He holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards and knowledge in the financial advisory field. Alireza earned his Bachelor's Degree from the University of Houston System. His background combines formal education and professional credentials to support clients in achieving their financial goals.

Pat Patterson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Edward Jones for 21 years and Walnut Street Securities, Inc. for 22 years. Outside of his advisory role, Patterson operates H&P Enterprises LLC, a storefront ice and water vending machine business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Daren Dahmer is a CFP® credentialed financial advisor with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent 11 years at Bank of America, NA. He is based in Houston, TX. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Danielle Bily is a CFP® designated financial advisor with Edward Jones in Richmond, TX, with 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as a bookkeeper for a local yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Thomas Baird is a CFP® with 41 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc., Next Financial Group, Inc., and 1717 Capital Management Company. He owns Veritas Wealth Management LLC, a Texas-registered limited liability company under which he conducts his financial planning practice. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple management options.

Wesley Blackmon is a Certified Financial Planner (CFP®) with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Katy, Texas. Outside of his advisory role, he is a partner in a family holdings company. 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 large network of advisors and branch offices.

Helen Altemus is a financial advisor with LPL Financial based in Houston, TX. She holds the ChFC® designation and Series 66 license, and has 10 years of industry experience. Her career includes roles at Bank of America, N.A. and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Marcos Helms is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. In addition to his advisory role, Helms teaches adults about the basics of equity and fixed income investments for Katy Independent School District. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Andrea Gamez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and with eight years of industry experience. She has been with J.P. Morgan Securities since 2018 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.