Michael Wesbrooks is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He joined Morgan Stanley in 2017 after three years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services alongside its financial planning offerings.

Cameron Sparough is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2016, he has provided personalized financial advisory services to a diverse client base including individuals, family offices, corporate executives, and middle-market companies. As a qualified Portfolio Manager, Cameron manages discretionary portfolios using a blend of strategies that may involve individual stocks and bonds, firm model portfolios, and third-party investment solutions. He holds a Bachelor's degree in Economics from the University of Colorado Boulder, with minors in Business and Political Science. Cameron holds the Series 7 and Series 66 FINRA licenses and is designated as a Personal Investment Advisor (PIA). His approach involves crafting financial strategies tailored to each client's unique goals, risk tolerance, and time horizon, encompassing areas such as retirement and college education planning, legacy building, tax minimization, and business strategies. Originally from Boulder, Colorado, Cameron balances his professional commitments with personal interests including skiing, outdoor activities, camping, cooking, golf, music, reading, traveling, yoga, and watching movies. He emphasizes the importance of understanding client life priorities to develop plans aligned with their aspirations.

Dennis Sump is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 10 years of industry experience. Prior to joining Cambridge in 2018, he spent three years with Edward Jones. He is also the owner of LKS Wealth Management, LLC, based in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians and offers both discretionary and non-discretionary management options, with proprietary model strategies under the Founders Gate Capital brand.

Matthew Savard is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a member of LJ MAC Investments LLC, a technology-focused business. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and comprehensive financial planning services. The firm emphasizes structured planning processes and offers access to broad investment resources, managing approximately $2.74 trillion in client assets.

Earl Newsome is a CFP® and ChFC® with 32 years of industry experience. He is currently with LPL Financial and has previously worked at Next Financial Group Inc, 1717 Capital Management Company, and Wealth Development Strategies Investment Advisory, Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

Colin Wong is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Axa Advisors, LLC for 14 years. He has no reported notable outside business activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Courtney Ruckstuhl is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and Chase Bank, as well as Price Financial LLC, where she provides financial planning and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Nicholas Baker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with IMG Financial Group and Minnesota Life Insurance Company, among others. Outside of his advisory work, he serves on advisory boards for the Harris County Municipal Utility District and the Houston A&M Club, and acts as a brand ambassador for Total Nutrition and Richmond Landing Family Dentistry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment options.

Stephen Wallace Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, nA, and First Convenience Bank. Outside of finance, he was involved with Smile Pretty Studios from 2015 to 2019. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Harrison is a financial advisor with LPL Financial based in Houston, TX. He holds the Series 66 designation and has 27 years of industry experience, including over three decades at VALIC Financial Advisors, Inc. before joining LPL Financial in 2025 after a period with CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, leveraging a large network of investment adviser representatives and various operational and research tools.

Michael Giacone is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he spent a year at Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Tara Olson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cetera and has previously worked at firms including Avantax Advisory Services and R&R Wealth Management. Olson also serves as a paraplanner at DGN Wealth Advisors, providing client support and assisting with planning and trade execution. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary strategies.

Meaghan Marquez Peraca is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked in veterinary services and retail, including positions at Longwood Animal Hospital and Bling-A-Gogo. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Francis Miller Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Wolfe Research Securities and Wolfe Research Advisors. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies designed by internal and third-party managers.

Zachary Short is a CFP® with six years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at IMG Financial Group, Minnesota Life Insurance Company, and Renaissance Financial. He serves as a board member for Harris County Water Control and Improvement District No. 158. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors, offering portfolio management, financial planning, retirement services, and access to third-party money managers to individual, corporate, and institutional clients.

Coston Parker is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Amegy Bank and Prospera Financial Services Inc. He is involved in a financial institution duty with ZB N.A. and operates a DBA, Amegy Wealth Advisors, for his LPL 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Michael Duty is a financial advisor at Wells Fargo Advisors with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing for three years and spent eight years with Heavy Construction Systems Specialists, LLC. Outside of his financial career, he is involved in local community theater, serving as the set construction lead and a technical theatre consultant for Ridge Point High School’s theatre department. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning and advisory solutions supported by proprietary research and integrates these services with other financial products and referral channels.

Jessica Chen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and four years of industry experience. Prior to her current role, she has worked at JPMorgan Chase Bank, N.A. and held various positions including fitness instructor at Equinox. Outside of finance, she teaches group fitness classes at Equinox. 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, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its investment approach and offers broader derivatives and commodities capabilities.

Parker Smith is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include four years at Main Street Capital Corporation and a board membership with The Rice Owl Club, which supports athletics at Rice University. Merrill, together 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 a range of clients including individuals, high-net-worth investors, and institutions.

David Hilbig is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial, having joined the firm in 2024 after prior roles at Agia and VALIC Financial Advisors. Hilbig is based in Houston, TX. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technologies.