Hugh Johnson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, LPL Financial, and Capital One Investing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios based on proprietary research, quantitative analysis, and systematic methodologies.

Benjamin Coffman is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets across a large network of financial advisors and branch offices, providing clients with access to affiliated mutual funds, separately managed accounts, and tax-efficient services under a fiduciary standard.

Pamela Rodgers is a Series 66 licensed advisor with Merrill in Houston, TX, with 20 years of industry experience. She has been with Merrill since 1997. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized employer advisory programs.

Stephen Hlavinka is a Series 66-licensed financial advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Edward Jones for six years and spent ten years with Brazos Independent School District. Outside of his advisory role, he serves as a worship leader at Grace Community Fellowship, a position he has held since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Olajide Sarayi is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and financial milestones for professional clients, including doctors, lawyers, engineers, IT professionals, and small business owners. He focuses on developing personalized strategies that address college education planning, family wealth management, legacy planning, defined benefit plans, tax minimization, retirement income, and investment strategies for individuals and corporations. Olajide holds a Bachelor's Degree from the Federal University of Technology and an MBA from Virginia International University. His professional credentials include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English, Yoruba, and Hausa and serves in the Foster Care Support Foundation Inc., reflecting his community involvement. In his approach, Olajide prioritizes understanding clients’ unique goals and perspectives to create tailored financial plans. Beyond his professional role, he has a range of personal interests, including adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies.

Jonathan Cole Mc Kay is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016, following a prior role at Thrivent Financial in 2017. Outside of his advisory work, he serves as a board member of TEACH (To Educate All Children), a nonprofit focused on education in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies.

Candace Mccormack is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors for 12 years before joining Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Thompson is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Grassroots Church from 2016 to 2019. 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 tax-efficient investment options.

Jesse Esbeck is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked for the Attorney General of Texas for 13 years before joining Edward Jones in 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Varkey Babukutty is a CFP® and CPA with 32 years of experience in the financial services industry. He is currently with Cetera and has experience running his own firm, Babukutty Financial, since 2017. In addition to advising, he provides tax planning and tax return preparation services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management and access to third-party money managers.

Martin Enriquez is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016, following seven years at Bank of America and nearly three decades at Merrill. Enriquez holds a Series 63 designation and is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Emery Nyilas is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and 65 designations and has been with Morgan Stanley since 2016. Outside of his advisory role, Emery is involved in automotive activities, including classic and antique car restoration and working as a driver for Mecum Auto Auctions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Patrick Falcon is a financial advisor with Cetera and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Avantax Investment Services and 1st Global Advisors. He also operates his own wealth management entity, Patrick A. Falcon, PC, based in Houston, TX. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures and custodial relationships.

Stephen Levine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Cetera and its affiliate firms since 2013 and is also the owner of Tradewins Financial, LLC. Outside of his advisory role, Levine participates in bass fishing tournaments as a sponsored fisherman. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.

Verlin Hobbs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping families and business owners achieve their financial goals through personalized wealth management strategies. Verlin focuses on areas such as college education planning, divorce transition planning, family wealth management, personal retirement planning, small business strategies, special needs planning, and retirement income. He is committed to working one-on-one with clients to develop financial strategies tailored to their long-term objectives. In addition to his professional role, Verlin participates in community activities, including volunteering with the Houston Food Bank. His personal interests include basketball, chess, cooking, dancing, football, golfing, hiking, music, traveling, and yoga.

Christopher Smith is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Ruben Brito is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Morgan Stanley Private Bank, N.A., and previously held positions at Mellig Group, Lyondellbasell, and SunEdison, Inc. Outside of his advisory work, he serves as a sports coach at The Kinkaid School in Houston, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Justin Neal serves as a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive financial planning and wealth management strategies. He leverages the resources of Merrill and Bank of America to deliver personalized investment insights, banking convenience, and lending solutions tailored to his clients' unique needs and life priorities. His expertise encompasses a wide range of areas including college education planning, divorce transition planning, legacy planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin integrates both macro and micro financial perspectives to build customizable portfolios designed to perform through varying economic conditions. Justin holds a Bachelor's Degree from the Colorado School of Mines and is proficient in English and Spanish. He is engaged in community activities through organizations such as Baytown Broncos Youth Football, Communities in School Baytown, East Harris County Empowerment Council, Faith and Family Church, Holy Family Catholic Church, and Knights of Peter Claver. Outside of work, he enjoys basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Lance Hutchins is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and operates a family farm specializing in hay sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.