Roberto Guiot is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that use firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Brian Cass is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory work, Cass is a franchise owner of a local business and serves as an exchequer for the Pearland Manvel Fresno Alumni Chapter of Kappa Alpha Psi, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Troy Mettey Jr. is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Memorial Hermann Healthcare Systems for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.

Riley Hood is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Goosehead Insurance and Academy Sports and Outdoors. Outside of his advisory role, Hood is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Talbot Jr. is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at LPL Financial, Chase Investment Services Corp., and Ameriprise. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

John Borrero is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2015 and holds Series 63 and Series 65 designations. Outside of his advisory role, he works as a driver for Lyft on a part-time basis. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Romain Meynier is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves as a Vice President and Portfolio Manager. He utilizes Merrill's investment resources along with Bank of America's banking and mortgage capabilities to provide clients with customized financial strategies. His practice is focused on investments management and he assists clients in areas including international wealth management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Meynier holds a master's degree from Supaero and has earned professional designations such as Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Personal Investment Advisor (PIA). He brings a quantitative background and extensive experience in investment banking, asset management, and private banking both in France and the United States. He advises clients with a focus on high ethical and fiduciary standards and caters to international clients with complex needs such as cross-border retirement, foreign investments, and currency considerations. In addition to his professional work, Meynier speaks English, French, and German. His personal interests include soccer, tennis, and traveling.

Jorge Martinez is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works with clients to develop financial plans that align with their needs and goals, focusing on providing a positive financial planning experience. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. Prior to joining Fidelity, Jorge worked as a Financial Advisor at Equitable Advisors from 2021 to 2022.

Armando Acevedo is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Xavier Colon is a financial advisor at Fidelity with six years of industry experience. He has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, overseeing affiliated and unaffiliated sub-advisers and serving multiple registered investment companies.

Franshell Dumes is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has held positions at several major firms, including Wells Fargo Clearing Services, UBS Financial Services, and Citigroup Global Markets. She is currently based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market analysis to support client goals.

Eric Rumbaugh is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities, Waddell & Reed, Ameriprise, and Choreo, LLC. In addition to advisory work, he is an agent and manager with Advisors Financial Group, offering accident, health, disability, and traditional life insurance, as well as fixed and fixed indexed annuities and life settlements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm utilizes a model-based investment process with various advisory and brokerage services supported by a network of affiliated entities and private-equity ownership.

Joyce Bodenhamer is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley in multiple periods since 2009, with prior experience at Citigroup Global Markets. Outside of her advisory role, she operates an eBay resale business called Buffalo Girls Emporium. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Ozioma Abraham is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, as well as experience at Texas Dow Employees Credit Union, LPL Financial, and Merrill. 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 with a non-discretionary approach. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Roger Brown Jr. is a financial advisor with Ameriprise, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JP Morgan Securities LLC. Brown also manages an advisory business, Tiras Wealth Management LLC, in Houston. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data to provide tailored recommendations within a defined investment universe.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2005 and concurrently has experience with Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of non-investment products related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through established providers.

Ryan Mayworn is a Series 66 licensed financial advisor with Merrill in Houston, TX, having eight years of industry experience. He has been with both Merrill and Bank of America, N.A. since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Enrique Debayle is an International Wealth Advisor with Merrill Lynch Wealth Management, a role he has held since 2009. He specializes in delivering tailored wealth management solutions by carefully considering the goals and objectives that individuals and families seek to achieve. Enrique's approach emphasizes a client-centric process that begins with understanding client needs. With more than 20 years of experience in international wealth management, Enrique collaborates with a team of professionals to develop strategies encompassing asset management, estate planning, and fiduciary structures, working alongside clients' attorneys as well as corporate and investment banking services. Before joining Merrill Lynch, he was a Senior Private Banker at the Citi Private Bank in Houston, where he advised Ultra High Net Worth clients. Enrique holds a Doctorate from Loyola University School of Law and a Bachelor's Degree from Louisiana State University. He also holds the Personal Investment Advisor (PIA) designation. Banking services related to his practice are provided through Bank of America, N.A.

Travis Wise is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2010. Outside of financial advising, he serves as a church preacher and teaches part-time Bible classes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm’s approach includes matching clients to advisory programs or third-party managers based on risk tolerance and personal information, offering a range of investment options through both proprietary and third-party platforms.

Matthew Wicke is a CFP® professional with seven years of industry experience, currently serving as a financial advisor with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Applied Industrial Technologies from 2004 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.