Kendall Doxey is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2019, he worked at Thomas Markle Jewelers and the University of Houston. He is involved with Geaux Sooners, LLC DBA Luminate, where he leads the financial planning department and works directly with clients on financial plans and requests. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Carlos Vaquero is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies that align with their long-term goals. Carlos leverages access to Merrill’s investment insights along with the banking and lending solutions of Bank of America to help clients manage their wealth in a changing market environment. His areas of expertise include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Carlos holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Houston System. Carlos also participates in community volunteering in line with Merrill’s tradition of engagement in the communities it serves.

Mark Selldin is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Evans is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Morgan Stanley, having held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020. His previous experience includes positions at Bank of America, Merrill, and Neuberger Berman. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenario modeling.

Sara Feizabbasi is a financial advisor at Merrill in Houston, TX, with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ashley Kneisly is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she operates Little Laxers LLC, a business focused on teaching lacrosse to children. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning programs.

Timothy Holloway is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a FINRA arbitrator. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Jeffrey Poole is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a wide range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Scott Ecklund is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to joining Morgan Stanley, he worked at Vacations To Go for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Luis Molina is a financial advisor at Morgan Stanley with six 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 2021, following prior roles at Wells Fargo Clearing and Asarco LLC. Molina serves on the board of PALS, an organization involved in community events through St Cyril Of Alexandria School in Tucson, Arizona. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, and it serves clients through both direct individual plans and Corporate Financial Planning agreements.

Leslie Diaz is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 designations and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hector Escamilla is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Golden Grape Entertainment Group and IDEA Public Schools. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and research.

Lita Saavedra is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Morgan Stanley since 2016, following tenures at Bank of America and Merrill, where she held roles from 1989 through 2016. 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 with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Caryn Gold is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, bringing 10 years of industry experience. She has worked at Morgan Stanley and JPMorgan Chase Bank, N.A., among other firms, across multiple periods since 2015. 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 that uses firm-approved tools and methodologies.

M Adnan Aziz is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. His career includes positions at Bank of America and Morgan Stanley, and he has been with Merrill since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is also a specially qualified Senior Portfolio Advisor, providing clients with traditional financial advice and tailored investment strategies. John draws from his experience to build and manage custom investment portfolios, selecting from Merrill Lynch Wealth Management model portfolios and third-party investment strategies. In his role within the firm’s Investment Advisory Program, he may manage client strategies on a discretionary basis. With 24 years of experience in the securities industry, John joined Merrill Lynch in 2015. He offers a broad range of wealth management solutions based on client risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. John holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Houston. A native Houstonian, John is an active member of the West University community, where he resides with his wife and their two sons. He is committed to community involvement, dedicating time to volunteer with local organizations. Outside of work, his personal interests include baseball, fishing, and hunting.

David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Lewis Metzger is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and having 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Metzger serves as president and board member of the Ivan Carter Wildlife Conservation Alliance and is involved in ranching through Wolf Springs Ranch LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Linda Dawson is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning utilizes structured discovery conversations and proprietary tools, with a focus on advisory services rather than direct security recommendations.