Shehzad Khan is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to generate tailored, algorithm-assisted recommendations.

Marcelo Fallick is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Haydee Miller is a CFP®-certified financial advisor with 19 years of industry experience. She currently works with Charles Schwab in Houston, TX, where she has been since 2018, following prior work at Raymond James Financial Services. Outside of her advisory role, she participates as a plasma donor. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services. The firm’s Schwab Wealth Advisory program emphasizes primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts and alternative investments.

Derek Toy is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a role at MarToy Partners LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Desmond Early is a financial advisor at Osaic with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Woodbury Financial Services, IMG Financial Group, Securian Financial Services, and Minnesota Life Insurance. In addition to his advisory role, he is an agent and registered representative with SilverOak Financial Group, where he sells and services traditional insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs model-based asset allocation and portfolio optimization, offering both brokerage and advisory services through a multi-advisor platform.

Nicole Rizzo is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Fidelity Investments and Edward Jones Investments, along with experience outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Cortez is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals, utilizing the investment insights of Merrill and the banking and lending solutions of Bank of America. Jack holds a CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Committed to community involvement, Jack volunteers with local organizations, reflecting Merrill's tradition of service.

Zahid Rizvi is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2003. He has held the position of Vice President, Financial Consultant since 2008. Over his career at Fidelity, Zahid has developed a comprehensive understanding of financial markets and wealth planning. Zahid specializes in guiding families through complex financial situations by implementing strategies that are responsive to life's challenges. His experience encompasses over two decades of partnering with clients to address their financial needs. Outside of his professional role, Zahid has interests in cars, running, soccer, traveling, and volunteering.

Cesario Cavazos is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Distributors LLC, Eagle Strategies LLC, and New York Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a structured, collaborative planning process using firm-approved tools and delivers recommendations without investment discretion, with implementation handled through separate brokerage or insurance arrangements.

Brian Strawn is a financial advisor with Ameriprise in League City, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages DGW Worldwide, LLC, an investment-related business. Ameriprise provides a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, delivering structured, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Radford Neuhaus serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been employed since 1993. He holds the designation of Personal Investment Advisor (PIA). Radford earned a Bachelor's Degree from the University of Mississippi, majoring in Finance and Business Management. A native Houstonian, Radford has extensive experience in financial advising, contributing to the Merrill Lynch Wealth Management team for several decades. He is married to Caroline, and together they have two children, Ford and Morgan. They reside in Bunker Hill Village and attend St. Martin's Episcopal Church. Radford is actively involved in his community and has volunteered with various non-profit, civic, and church organizations. Among these, he has a particular connection to Camp For All, a not-for-profit camp serving individuals with challenging illnesses or special needs. His leisure activities include hunting, fishing, hiking, radio controlled flight, and golf.

Ginger Hardy is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Singletrack Financial LLC, THE Legacy One Group, and FSC Securities Corporation. Hardy also serves as Chief Operating Officer at Singletrack Financial LLC, overseeing office operations and advisor support. OSAIC is a large multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services across diverse programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of discretionary and third-party managed strategies.

Mirella Wilmot is a Wealth Management Advisor and partner with the AS Wilmot Group at Merrill Lynch Wealth Management. She has been with Merrill for over two decades, focusing on helping clients develop personalized wealth management strategies tailored to their individual financial situations and goals. Her approach involves understanding clients' full financial picture, including assets, liabilities, career status, retirement plans, and family needs, to create customized financial plans. Mirella's expertise includes personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Houston Baptist University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She began her career at Merrill while in college, assisting in wealth management strategy development, and has since committed to building client relationships and supporting their financial goals. In addition to her professional work, Mirella participates in community activities through the Merrill tradition of service. Her personal interests include music, photography, reading, spending time with family, traveling, and watching movies.

John Barrett is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2018, initially serving as a Financial Consultant before his current position. In his role, John collaborates with clients to develop adaptable financial plans tailored to their evolving family situations and priorities. John's professional experience centers on financial consulting, guiding clients toward their financial objectives through personalized strategies. He emphasizes understanding individual client preferences to build plans that can adjust over time. Outside of his professional work, John has personal interests that include food, football, golf, hiking, and traveling.

Tamara Batten is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing, as well as CUSO Financial Services and University Federal Credit Union. She is involved with the Clear Lake High School Cheerleaders Booster Club. 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 a large network of investment adviser representatives.

Jacob Giesen is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Merrill, Bank of America, and Edward Jones. Outside of his advisory work, he serves as treasurer and board member for a local homeowners association. 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 searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research, offering model asset allocations that may include ESG considerations.

Byron Hood is a financial advisor with Morgan Stanley based in Houston, TX. He holds a Series 63 designation and has 41 years of industry experience, including 25 years at Citigroup Global Markets and over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory process.

Samuel Granberry is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2000. Beyond his advisory role, Granberry serves as a volunteer firefighter and training captain with the Pearland City Volunteer Fire Department and is a part-time instructor for Pearland Parks & Recreation. He is also Vice President of Harvest Creek Publishing and Design in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides various affiliated services, including trust and securities-based lending, operating under a fiduciary standard.

Alejandro Ayala is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following a seven-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Elton Wong is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.