Asa Ehrlich is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity as an Investor Center Intern in 2022, progressing through positions including Financial Representative, Relationship Manager, and Investment Consultant before his current appointment. In his role, Asa focuses on understanding clients' personal and financial needs to develop customized strategies. He utilizes Fidelity's technology and planning tools to build lasting client relationships and provide ongoing guidance to help clients achieve their evolving financial goals. Outside of his professional work, Asa is interested in board games, camping, football, social events with friends, and golf.

Kenia Medlin is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on integrating wealth management planning to simplify the complexities of clients’ financial situations. Kenia emphasizes building strong, long-term relationships by providing personalized attention and collaborating closely with clients to develop strategies tailored to their unique financial goals. She holds the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services and a Personal Investment Advisor (PIA) credential. Kenia earned an associate’s degree from Thomas Edison State College. She is bilingual in English and Spanish. Kenia is part of a team committed to helping improve clients’ financial lives. Details about her personal interests or community involvement have not been provided.

Patrick Fleming is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2022, he worked in education at Tomball High School and Tomball Memorial High School for a combined eight years. He holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team.

Lundyn Cuellar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Cuellar worked at Bank of America Corporation/Merrill Lynch for three years. 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 within a non-discretionary program.

Donna Uliva is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with DRU Consultants LLC, an entity established to manage payroll for staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Raymond Sinkiewicz is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, he is involved with the Spring Branch Independent School District and participates in business development for companies that assist small businesses with payment processing. He is also engaged in creating art as a personal venture. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers diverse services through both advisory and broker-dealer platforms.

Edward Mullen Jr. is a financial advisor at Morgan Stanley in Houston, TX, with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Rachel Stephens is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Chase Mc Dowell is a financial advisor at Morgan Stanley with 8 years of industry experience, holding a Series 66 designation. He has worked at Morgan Stanley since 2018 and previously was with Texas Premier Resources from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Lawrence Jacobs is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Principal Securities Inc., and Principal Life Insurance Co. He also operates an insurance agency offering various insurance products and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with various managed account programs and access to alternative investments.

Edgar Hull is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns a yacht brokerage company in Charleston, SC, and is a founder and board member of CP Soccer Houston, a charitable organization focused on fundraising and community activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research, capital markets services, and affiliated banking solutions.

Anna Dashkevich is a financial advisor at MassMutual Investors Services with 23 years of industry experience. She holds the CFP® and Series 66 designations. Her career includes long-term tenures at MassMutual and Oak Harvest Investment Services. Outside of advising, she works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves detailed client analysis and collaborative planning, offering event-driven services such as divorce and estate-settlement planning.

Corey Lashway is a financial advisor based in Houston, TX, affiliated with Primerica Advisors. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Lashway has been with Primerica Advisors since 2017 and also has experience with Primerica Financial Services and Fastenal Company. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Christopher Laakso is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, he serves as committee chair for the Legacy Community Health Golf Classic. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement consulting, and various asset-management programs. The firm utilizes a range of advisory models delivered through its network of Investment Adviser Representatives, relying on third-party asset managers and LPL-sponsored programs.

Robert Snow is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets Inc. His other business activities include roles related to estate investment matters in Kingwood, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate 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.

Daniel Hodge is a financial advisor with Edward Jones in La Porte, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Bernstein is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Farhood Malek is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a 12-year tenure at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions supported by research and analytics.

Eduardo Gonzalez is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at Bravo Capital Consulting and Alloy Merchant Finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Mark Salesman is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities Corporation and The Leaders Group Inc. Outside of advising, he is involved in managing insurance and investment-related businesses, serving as president and owner of Advisors Financial Group and director of private wealth at Capitas Financial of Houston. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization, incorporating discretionary strategies, third-party managers, and proprietary models.