Heather Carson is a financial advisor with Edward Jones in Houston, TX. She holds a Series 66 designation and began her advisory career in 2025 after 15 years at Shell Oil Company. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Zeenath Selvakumar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she is involved in health and wellness coaching through Zenergy Life Coaching, focusing on breath training, yoga, and meditation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support non-discretionary decision-making.

Felicia Taylor is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies and owns FelMar & Associates, Inc., which operates primarily for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Sumeet Rai is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Sanders Morris Harris Inc. and Miller Green Financial. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Kosta is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Ronald Sanchez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Houston, TX. Outside of his advisory role, he is a partner and investor in Cubaconstruction LLC. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Moore is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Windlass Partners LLC for six years and currently serves as principal manager of Windlass LLC outside of business hours. Morgan Stanley Wealth Management is a major SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and advanced planning tools.

Monica Nguyen is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co., Incorporated since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

David Semga is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials. He has experience working in financial services since 2024 and previously held teaching positions at several schools. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Carl Wiggins Jr. is a financial advisor with Merrill in Katy, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held positions at Capital One Bank. Outside of his advisory work, he serves as Executive Director and Senior Pastor of Salvation Church, a 501(c)(3) organization focused on worship and spiritual guidance. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Jeffrey Cardwell is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has been associated with Cetera Advisors LLC since 2013. Outside of his advisory role, he is involved as an owner of Duffy Cardwell, LLP, a financial services firm, and also works as a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services across discretionary and non-discretionary program structures.

Ashlee Reiszner is a financial advisor with Ameriprise based in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, she worked at Edward Jones for six years and has experience in construction. Outside of her advisory role, she operates an ecommerce business selling products on Amazon and works as a delivery driver. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jacques Borisewitz is a financial advisor with Raymond James & Associates in Houston, TX. He holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Carl Vincent is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and incorporating algorithmic automation in its advisory process.

Kathryn Hayden is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Raymond James since 2017 and was previously with UBS Financial Services from 2010 to 2017. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and advisory services through a variety of portfolio management styles and research resources.

Charles Richmond is a CFP®-credentialed financial advisor with Primerica Advisors in Houston, TX, and has three years of industry experience. He has worked at PFS Investments Inc. since 2023 and has been affiliated with Primerica Financial Services since 2014. Outside of finance, he serves as President and Office Manager of Washington Funeral Street in Mississippi, a role he has held since 1996. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Philip Evans is a financial advisor with Raymond James & Associates based in Houston, TX, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Raymond James & Associates since 1997. 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 wide range of clients including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services that are generally non-discretionary, supported by diverse portfolio management styles and affiliated research.

Paul Reekie is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, sports and entertainment, and retirement income, providing clients with personalized wealth management strategies tailored to their financial goals. Paul holds a Bachelor's Degree from the University of Louisiana and has earned the Personal Investment Advisor (PIA) professional designation. He emphasizes working one-on-one with clients to develop financial strategies that align with their long-term objectives. In addition to his professional role, Paul participates in community service through volunteering with local organizations, reflecting Merrill's tradition of community involvement.

Trent Strong is a Financial Advisor with Merrill Lynch Wealth Management based in Dallas. He focuses on helping individuals and families achieve financial clarity and confidence by developing personalized strategies tailored to their immediate priorities and long-term goals. Trent works with clients across various life stages and financial circumstances, leveraging the investment resources of Merrill and the banking capabilities of Bank of America to provide coordinated financial strategies. Trent holds both a bachelor's degree and a Master of Science in Finance from Southern Methodist University's Cox School of Business. Prior to his current role, he worked as a Financial Solutions Advisor, gaining experience in assisting clients with their financial needs and decision-making processes. His background includes participation in the SMU football program from 2020 to 2023, during which he balanced rigorous academics with athletics and was named to the American Athletic Conference All-Academic Team for three consecutive years. Originally from Tucson, Arizona, Trent now resides and works in Dallas. Outside of his professional responsibilities, he enjoys playing golf, fishing, watching sports, and spending time outdoors.

Adam Heghinian is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.