Stacy Hajduk is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Morgan Stanley since 2000. Outside of her advisory role, she is involved in online retail sales through platforms like Mercari and eBay. 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 planning process supported by proprietary tools and market simulations.

Paula Davis is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 1999. 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, offering model‑based and discretionary investment strategies tailored for individuals, high‑net‑worth clients, pension plans, corporations, and charitable organizations.

Reji Mathews is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation and as a self-employed advisor. He also owns a sole proprietorship providing sales and service of health, disability, life insurance, and fixed annuity products. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

C Thames is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Thames provides financial guidance and investment strategies tailored to client needs. Thames holds the professional designation of Personal Investment Advisor (PIA). Their educational background includes a Bachelor's Degree and a Master's Degree, both earned from the University of Texas.

Lisa Forsythe is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2000. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Samantha Madero is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 credential with 13 years of industry experience. She has worked at Morgan Stanley since 2018 and previously was with Monex Asset Management, Inc. and Monex Securities, Inc. from 2015 to 2018. Outside of her advisory work, she is a registered yoga teacher and instructs yoga at the Houston Iyengar Yoga Studio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 individual and corporate financial planning agreements.

Sergio Gonzales is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley in two periods, from 2005 to 2017 and again since 2024, with a seven-year tenure at Raymond James in between. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client engagement and employer-sponsored financial planning agreements.

Charles Hughes III is a financial advisor with Robert W. Baird & Co. Inc in Houston, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles in legal and public affairs sectors, including at Kean Miller LLP and the Louisiana House of Representatives. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services utilizing both discretionary and non-discretionary strategies. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities such as municipal advisory services, tax-managed and direct-indexing strategies, and ongoing manager selection supported by internal research and technology.

Eric Davis is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and 8 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Team National and TMI Climate Solutions. He serves as an officer on the committee for a youth soccer club, assisting with team operations and travel coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches nationwide.

Forrest Magee is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Fidelity Brokerage Services, Morgan Stanley, and E*Trade Securities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, annual client engagements and event-driven planning services.

Kevin Coad is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing from Investment Consultant to Financial Consultant, and currently holds his vice president role since 2025. Prior to joining Fidelity, Kevin worked as a Financial Advisor at Ameriprise Financial from 2013 to 2015. Kevin's approach to financial advising centers on personalized service combined with disciplined retirement planning. He collaborates closely with clients to build lasting, multi-generational relationships based on trust and service. By understanding each client's unique needs and goals, he helps create customized financial plans aimed at providing financial security and peace of mind for the future. Kevin holds an Arkansas Insurance License. Outside of his professional role, his personal interests include beach activities, family activities, military service, skiing, and traveling.

Michael Rivera is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2023, he spent 14 years at FSC Securities Corporation and has been involved with Northwest General Insurance since 1985. 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 and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Christopher Ruiz is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009 and also works with Bank of America, N.A. since 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Ellsworth is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird & Co for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and implements portfolios tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Gregory Barcello is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a billing agent for the Huntwick Civic Association in Houston and operates as an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, combining affiliated models, third-party managers, and custom strategies.

Critt Walton Jr. is a CFP® with 29 years of industry experience, currently serving with RBC Capital Markets in Houston, TX. His prior experience includes roles at City National Bank, The Noble Group, and Raymond James Financial Services Advisors Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Kristen Nichols is an International Wealth Advisor with Merrill Lynch Wealth Management and serves as the Lead Advisor for The Hanshaw Group, a team with over fifty years of combined experience. She began her career in wealth management in 2011 and focuses on guiding high-net-worth individuals and families in achieving their personal and financial goals through a thoughtful and proactive approach. Kristen works with clients across the U.S. and internationally, including temporary U.S. residents, tailoring financial strategies to their diverse needs. A proud Houston native and Texas A&M University graduate, Kristen holds a Bachelor of Arts in Spanish with a minor in Business. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach centers on clear and stress-reduced financial planning, emphasizing the development of trusted, long-term relationships with her clients. Kristen is actively involved in her community, volunteering and fundraising for organizations such as the Houston Livestock Show and Rodeo, Junior League of Houston, Project C.U.R.E., Star of Hope, and serving on the Saint Agnes Academy Alumnae Board. She resides in Katy, Texas, with her husband and their three children and enjoys gardening and hosting backyard gatherings in her free time.

Joris Buffa is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2020 and previously worked at HJ&P Group and Texas A&M–San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range 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 processes supported by approved tools and modeling techniques.

Margarita Vlassova is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Independent Bank and Wells Fargo. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital-markets and affiliated asset management capabilities.

Haley Daughtry is a financial advisor at UBS Financial Services in Houston, TX, with 17 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.