Daniel Shanks is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity Investments. His prior work includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and JPMorgan entities. Outside of finance, he has worked in event security for concerts and corporate gatherings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Michael Sheen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Cameron Michalski is a financial advisor at Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Equitable Advisors since 2014, following a tenure at AXA Advisors, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment strategies.

Chantel Williams is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Ameritas Advisory Services, Edward Jones, and co-ownership of Williams Wealth Management. She is also licensed as an independent insurance agent for fixed insurance products. 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 and access to third-party asset management, supported by advanced operational tools and a broad network of over 22,800 advisors.

Mark Smelser is a financial advisor at J.P. Morgan Securities in Houston, TX, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan since 2001, including 14 years at J.P. Morgan Securities. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks as part of its strategy.

Reva Azeez is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Mass Mutual and its affiliate since 2008. Outside of her advisory role, she is also an insurance agent specializing in disability and health insurance. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytical tools and offering specialized planning programs such as divorce and estate-settlement planning.

Liam Doherty James is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors, he worked at Hawkins Laakso Wealth Management and has several years of experience in the restaurant industry. He is also affiliated with the Bauer College of Business. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching client risk tolerance to various advisory models and third-party asset managers, offering a diverse range of investment options including mutual funds, ETFs, and alternative investments.

Eric Holland is a financial advisor with Edward Jones in Baytown, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Monica Bello is a financial advisor at Edward Jones in Houston, TX, with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Sergio Gomez is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill and several other companies outside the financial services industry. Gomez is also involved with Tiras Wealth Management LLC as a team member managing an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

David Aguilera is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill prior to his current role. Aguilera has also been involved with Kingdom of the Cross Non Profit and Cypress Christian School. 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 advisory process combines quantitative and qualitative research to offer customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Emilio Ramos serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. He focuses on empowering clients with the knowledge and tools necessary to manage their financial lives and select platforms that align with their current needs. Emilio's expertise encompasses general investing, retirement planning, and saving for unforeseen circumstances. He places emphasis on understanding what matters to clients and their families to develop strategies that pursue their financial goals. He holds professional designations including Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), Chartered Financial Analyst (CFA), and Personal Investment Advisor (PIA). Emilio earned his bachelor's degree from Sewanee: The University of the South.

Scott Audish is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a tenure at Wachovia Bank, N.A. beginning in 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines internal research with third-party data to guide investment decisions.

Alexandria Beale is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to build wealth with intention and to protect what they have worked hard to achieve. Alexandria creates personalized strategies that align with clients' goals, minimize unnecessary tax exposure, and provide clarity in a complex financial landscape. Her services include building long-term investment portfolios, retirement planning, and advising on tax-efficient strategies. Alexandria's approach to financial planning emphasizes education, transparency, and helping clients make informed, forward-thinking decisions. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Texas. She is also a member of Alpha Kappa Alpha Sorority Inc.

Fredrick Nwosu is a Senior Financial Advisor with the TSPN Wealth Management Group at Merrill Lynch Wealth Management in Downtown Houston. He provides strategic, goal-based wealth management services, often serving as a trusted advisor for corporate clients and industry leaders. Fredrick focuses on various client needs including college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, and tax minimization. He joined Merrill Lynch Wealth Management in 2016 and holds professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Fredrick graduated from the University of Houston with a Bachelor's degree in Marketing and Mathematics. Fredrick enjoys basketball, music, photography, reading, and soccer in his personal time.

Jeanette Allan is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Ameriprise Financial Services, J.P. Morgan Securities, and Chase Investment Services. Allan is currently based in Houston, TX. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Carla Burns is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. She has 32 years of industry experience, including prior roles at New England Securities, Wells Fargo Clearing, and RBC Capital Markets. Outside of her advisory work, Burns serves as treasurer and recording secretary for the Moores School of Music Society and is a board member and treasurer for the P.E.O. Sisterhood Chapter E in Des Moines, IA. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Patrick Mcshay is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. He is based in Houston, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while maintaining oversight and addressing potential conflicts of interest.

Dun Valentin is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. He has worked with Wells Fargo Bank, N.A. since 1997. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Martha Oneill is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and having 43 years of industry experience. She worked for Allen Associates / The Guardian Life for 37 years before joining LPL Financial in 2021. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a range of strategic and tactical investment options supported by advisor-facing research tools.