Jonathan Parker is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. He is a member of the Cox Alumni Association Board of Directors, assisting current students and alumni with job opportunities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by firm-approved tools and methodologies.

Christopher Molder is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions, including Fidelity Brokerage Services LLC since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Eduardo Perez Balli is a Series 66 licensed financial advisor with four years of industry experience. He currently works at J.P. Morgan Securities in Houston, TX, and has prior experience with BlackRock and Grupo Financiero Actinver. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Faride Hezni Yamin Abud is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at firms including PNC Investments, BBVA Securities, and Morgan Stanley. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund structures and model portfolios.

Jack Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, and tax minimization. He works with individuals and families who value structured and objective advice, aiming to develop lasting relationships as their main point of contact for financial needs. Jack holds a Bachelor's Degree in Economics and Business from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach involves helping clients manage complexity across investments, taxes, and retirement planning by evaluating trade-offs, managing risk, and aligning capital with long-term priorities. Outside of his professional work, Jack is involved with the Memorial Hermann - Texas Medical Center and Memorial Hermann Greater Heights Hospital. His personal interests include football, music, spending time with family, traveling, and watching movies.

Ezra Rosado is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at JPMorgan Chase Bank, N.A. and positions in the hospitality sector with companies such as Pappasitos and Carrabbas. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexis Heim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Heim worked at Goldman Sachs and several other financial firms. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Corey Fanning is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has held various roles since 2016, including positions at Texas First Bank and Oak Wealth Management, with experience across multiple industries. Corey attended Texas Tech University from 2020 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Eugenio Bernardo Gomez Y Gomez is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. He focuses on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. His expertise includes assisting clients with planning, investment management, capital markets, trust and estate planning services, as well as access to global banking and customized lending. Eugenio has worked in private banking since 2004. Before joining Merrill, he spent over 16 years at Citi Private Bank, where he ultimately served as a Banker to the Ultra-High-Net-Worth segment, working closely with large Latin American families on multi-jurisdictional investment and credit solutions. He holds a Bachelor’s degree in finance and a Master of Business Administration (MBA), both from Florida International University, and holds the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional commitments, Eugenio enjoys boating, golfing, music, swimming, and spending time with his family. He and his wife Rebecca have three daughters. When not enjoying Miami's outdoor environment, he spends time restoring classic cars with his father.

Alicia Ellis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Texas Bay Credit Union. In addition to her advisory work at Ameriprise, she serves as a financial advisor at Shell Federal Credit Union, meeting directly with credit union members. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

Katherine Newport is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kurt Gruenberger is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he is involved in non-variable insurance services, including servicing clients with Midland Life Insurance policies and soliciting non-variable life insurance and fixed annuities through Midland National Life. 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 advanced research tools, with a broad platform that includes financial planning, model portfolios, and institutional programs.

Fareedullah Shah is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Emirates Investment Bank, and Noor Bank (now Dubai Islamic Bank). Outside of his advisory work, he also engages in freelance content writing through Upwork. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Shawn Farrokh is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2023. He focuses on serving clients' needs through a comprehensive approach to managing wealth, which includes understanding clients and their families, financial situations, and priorities. Shawn helps create customized wealth management strategies that can adapt to changing needs and market conditions, providing access to Merrill's investment insights and Bank of America's banking services. With 19 years of experience in the financial services industry, Shawn's expertise encompasses areas such as college education planning, executive compensation, international wealth management, legacy planning, liquidity management, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He holds a bachelor's degree in Foreign Language (2022) and an MBA in Finance (2024), both from Saint Joseph's University. Shawn is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Committed to community involvement, Shawn follows Merrill's tradition of participating in the communities they serve and spends time volunteering with local organizations. He is married and a proud father of boy-and-girl twins.

Kristi Trevino is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Durrett Motor Company/Texas Star Financial from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Transamerica Life Insurance Company, Lincoln Financial Distributors, and Paychex, among other firms. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Marissa Hernandez is a financial advisor with Merrill, holding a Series 66 credential and nine years of industry experience. She has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2022. 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 individuals, high-net-worth clients, and institutional investors.

Blake Cather is a CFP® and ChFC® affiliated with Edward Jones, where he has worked for 12 years. He serves as a board member of the Kiwanis Club in Baytown, TX, and also participates on the Finance and Governance Committee of the Goose Creek CISD Education Foundation. Additionally, he is a passive member of Dove Landing Capital, LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices across the United States.

Smrutil Patel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently served at Wells Fargo Bank NA since 2011. 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 both brokerage and advisory solutions, relying on research and portfolio theory to inform its investment approach.