Giovanni Moncada is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Advisors, and Bridgestone. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Manal Faour is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch, PNC Bank, and First National Bank. Outside of finance, she has worked in the hospitality and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Daniela Sanchez is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior experience includes a role at Global Endowment Management and various positions in education from 2014 to 2024. She is also affiliated with the University of Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs centered on structured financial planning and manages approximately $2.74 trillion in client assets.

Anna Echols is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX. She has 8 years of industry experience and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

Stephanie Hartman is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Merrill from 1996 to 2018 and has been with Ameriprise since 2018. Outside of her advisory role, she is the sole member and manager of Hart Creations LLC, a small retail business, and serves as secretary for the Clear Lake High School Baseball Booster Club. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering tailored, research-based recommendations through a centralized consulting team in partnership with financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Matthew Shaw is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise and its affiliate since 2017, following six years at The Mitchell Group. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kimberly Sanders is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank. She has been with Merrill since 2020. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kipp Horrocks is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of his advisory work, he is a co-owner and board member of HY-VIEW LLC, a property management business, and volunteers with Meals on Wheels Inter Faith Ministries in Houston. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and works with third-party asset managers and LPL-sponsored advisory programs to deliver customized investment solutions.

Ethan Bondurant is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting corporate executives, professionals, business owners, and families with informed financial decision-making. He focuses on helping clients navigate complex executive compensation programs such as equity awards, restricted stock units, non-qualified stock options, employee stock purchase plans, and concentrated stock positions. Bondurant develops personalized strategies that align these compensation benefits with broader financial goals, addressing related tax, investment, and planning considerations. Beyond executive compensation, Ethan provides personalized financial planning and wealth management services tailored to each client's unique circumstances. His expertise includes retirement planning, wealth accumulation, risk management, education funding, legacy planning, and portfolio management. Through professionally managed portfolios and access to banking, lending, and investment solutions, he supports clients in pursuing confident financial decisions today to build a stronger foundation for the future. Ethan holds a Bachelor's Degree from Arizona State University and holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boxing, chess, football, hiking, photography, reading, skiing, spending time with his family, traveling, and watching movies.

Rusty Hanna is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously held positions at Valic Financial Advisors, Northwestern Mutual Investment Management, and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes ESG eligibility considerations.

Michael Hesse is a CFP® and ChFC® with 47 years of industry experience. He is currently with OSAIC and has held prior roles at Texas Wealth Management, LLC, FSC Securities Corporation, and Texas Wealth Management, INC. Outside of his advisory work, he owns a vacation condo in Maui. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning and advisor-managed portfolios. The firm utilizes a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Craig Buchholz is a Series 66-credentialed financial professional at Cetera with seven years of industry experience. His work history includes roles at Bank of America, Merrill, J.P. Morgan Securities, and Northwestern Mutual. Outside of his primary advisory role, Buchholz holds leadership positions in several related businesses, including serving as Vice President and Consultant at Burrows Business Services LLC, where he focuses on business plan development and financial statement preparation, and as Director of Business Development for Burrows Financial Holding, LLC and BFH Insurance LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, financial planning, and ERISA retirement services through a multi-manager platform with access to affiliated and unaffiliated money managers across various program structures.

Natalie Hoyt is a financial advisor with Equitable Advisors in Houston, TX. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Her prior experience includes roles in education and retail. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions.

Ilan Cuellar is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2010. Prior to joining LPL, he worked at Chase Investment Services Corp. from 2007 to 2010. Outside of his advisory role, he serves as a Texas notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by research and technology tools.

William Bertron is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been working since 1988. He is the senior partner at Bertron, Greaser & Associates, a wealth management team within Merrill Lynch. As a second-generation financial advisor, he has built a career following in his father's footsteps, focusing on delivering client-centered wealth management services. William's areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. He has amassed 38 years of experience in the financial advisory field. A native Houstonian, William received his education from River Oaks Elementary, Northwest Academy, Lamar High School, and attended Texas A&M University. He holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, William and his wife DeDe have been active in community organizations and attend The Story Church in Houston. His personal interests include boating, fishing, hunting, golf, and spending time with his family at their home in Galveston Bay.

Kimberley Gammon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and two years of industry experience. She has been with Morgan Stanley since 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and employer-sponsored plans.

Michael Macrory is a financial advisor with Raymond James Financial in Houston, TX, holding a Series 63 credential and 27 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Macrory is the owner of Centre Wealth Management, where he also serves as a financial advisor and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scotti Sulak is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with MML Investors Services Inc. and MassMutual since 2007. MassMutual 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 financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Mary Boul is a financial advisor with LPL Financial in Dickinson, Texas, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she has involvement in real estate rental activities. 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 range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs.

Brandon Chizer is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Primerica Advisors, Katy ISD, and Vacations To GO. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income stability and tax-aware withdrawal strategies.