Ignatius Liu is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining UBS, he worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2023, and at Morgan Stanley Capital International from 2011 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans.

Alan Jaks is a CFP®-designated financial advisor at Ameriprise with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003, including a brief tenure at Choreo, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

John Carter is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at TDAmeritrade from 2011 to 2022 before joining Charles Schwab in 2022. Outside of advising, he is president of Carter Holdings, a private real estate investment company focused on qualified investors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm integrates non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research and formal alternative investment programs.

Dane Pearson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016 in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Gilberto Pena is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior roles include positions at Edward Jones, Morgan Stanley, and Merrill. Pena has established a business entity, Pena Wealth Management LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Mario Martinez Chavez is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 66 credentials and 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in real estate investments as the sole owner of rental properties in Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling to support client strategies and offers both retail and institutional investment solutions.

Peter Goudeau Jr. is a financial advisor with LPL Financial in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including roles at Ameriprise and Oak Bridge Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolio programs and institutional platforms.

Raymond Cui is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience, including roles at Invesco Advisers and Advanced Healthcare. Outside of financial advising, he serves on the board of ACE NextGen, an organization that supports Asian American and Pacific Islander leadership and entrepreneurship. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without discretionary authority over client investments.

Charles Holcombe is a CFP®-certified financial advisor with 26 years of industry experience, currently with Ameriprise Financial Services in Houston, TX. His prior experience includes roles at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Stefanie Gorres is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the sole proprietor of a software company, Adayana Software Company. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering financial planning and estate planning services supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized investment and trading activities.

Grady West is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Wells Fargo Bank, and Wells Fargo Clearing Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management solutions that incorporate both in-house and third-party investment managers.

Brent Garrett is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Independent Bank for five years before joining RBC in 2018. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Jennifer Stucka is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at New England Securities, MetLife Securities Inc., RWM Capital, LLC, and Mass Mutual Investors Services. Outside of her advisory work, she operates a small business creating and selling wreaths, bows, arrangements, and home décor under the name The Tilted Bow. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management, utilizing firm-approved software tools and structured, collaborative client relationships.

Stephen Richer is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2020, he worked at New York Life and Lincoln Financial. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ashley Greenwood is a financial advisor with Edward Jones in Katy, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2018, Greenwood worked for YMCA Youth & Family Services for five years. 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 provides 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.

Stephanie Fexer is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2013, with a one-year tenure at Morgan Stanley in between. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and model providers.

Mike Whang is a Financial Consultant at Fidelity Investments, where he has been providing financial advisory services since 2026. Prior to this role, he served as an Investment Consultant at Fidelity from 2025 to 2026 and as a Financial Representative from 2024 to 2025. In his role, Mike focuses on developing financial plans that align with clients' values and goals. He emphasizes listening to clients to understand their priorities, investment preferences, lifestyle aspirations, and legacy intentions. Utilizing Fidelity's expertise and analytical tools, he collaborates with clients to build personalized financial strategies. Outside of his professional responsibilities, Mike has interests in cooking and baking, exploring food culture, music, parenthood, photography, and volunteering.

Brett Flodder is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2013. He previously worked at Axa Advisors, LLC, and is a partner in Number 10 Autosport LLC, an LLC focused on owning specialty cars. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a broad network of advisers and third-party asset managers.

Eseohe Samson Ibhagui is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial career, she held various roles including at McDonald's and Whataburger. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

James Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who tailor plans based on proprietary research and model-based asset allocations.