Desiree Becerra is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has industry experience beginning in 2023, including prior roles at JP Morgan Chase and Plaza Research. She 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 approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Baptiste Brunner IV is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Alliant Retirement and Investment Services, Agia, Valic Financial Advisors, Edward Jones, UBER, and Wilhelmsen Ships Service. He is also the owner of CEHB Enterprises LLC, a non-investment-related 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 supported by various investment strategies and advisor-facing tools, managing over $819 billion in discretionary assets through a large network of advisors.

John Humphries is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at BBVA Compass Investment Solutions and Ameriprise. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Goodwin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial plans that address their individual goals, including funding education, planning for retirement, and managing potential health care costs. His approach emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing. Bryan holds a Bachelor's Degree from Texas A&M University System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

Lona Mcmanus is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, and has four years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Horizon Advisory Group, Commonwealth Financial Network, and Mass Mutual. Prior to entering financial services, she held positions at UTHealth Science Center at Houston and Baylor College of Medicine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment programs supported by structured planning tools and advisory services.

Rachel Lewis is a financial advisor with Raymond James Financial in Spring, TX. She holds a Series 66 designation and has been with Raymond James since 2025. Lewis has over 20 years of experience as a bank branch manager at First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Parker Wagner is a Financial Advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Formentera Operations, Valero Energy Corporation, and Dynamic Systems. He has also been involved with Appelt Aggieland Visitor Center and Texas A&M University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

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.

Reagan Pettey is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and with 28 years of industry experience. He has been with LPL Financial since 2015 and also has a longstanding affiliation with Custom Benefit Services of Houston, Inc., which he has been involved with since 1997. 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, and institutional platforms, supported by advanced operational and research technology.

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.

Jessika Duarte is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A., and Bank of America, N.A. Prior to her advisory career, she was involved with LTF Club Management Co, LLC and Premium Brands Opco LLC. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Lorena Garcia is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jacob Gonzalez is a financial advisor with Wells Fargo Clearing in Tomball, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Lone Star National Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.