David Hepner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with corporate executives, high net worth families, business owners, and individual investors in the Mid-South region to develop customized wealth management strategies designed to meet their unique financial goals, liquidity needs, risk tolerance, and tax considerations. Leveraging the resources of Merrill Lynch and Bank of America, he and his team provide financial advice and personal attention tailored to each client’s objectives. With over 28 years of experience in the financial industry, David leads Hepner & Associates in delivering wealth management services to affluent families and corporations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Mississippi. David resides in Nashville, Tennessee with his wife, Mary Helen, and has two adult children and one four-legged grandchild.

William Gouldin is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 15 years at Citigroup Global Markets. Outside of advising, he is the owner of a ranch and serves as a board member of a technology company, Gouldin Technologies, LLC. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Kelly Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her career includes roles at Primerica Financial Services and DCJ Transport, among others. Outside of her advisory work, she has maintained a personal connection to health products through Shaklee Corporation, though she has not actively used these products since 2013. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Jeremiah Hartley is a Series 66 licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Ameriprise from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Stone III is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He is also a partner at Stone and Stone, LLC, a law firm providing legal advice and transactional and probate services in various counties in Texas. Stone has worked at Cetera since 2013 in different capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring various program options and affiliations.

Thomas Carouthers is a Series 66-licensed financial advisor with LPL Financial who has 25 years of industry experience. He previously worked at Merrill for seven years before joining LPL Financial in 2009. Outside of his advisory role, he holds a minority ownership stake in a private company called Arena Power. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ainhoa Sanchez Castro is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior roles include positions at Alterna Securities Inc. and Bank of America, N.A. She is based in Houston, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Donald Nelson is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Equitable Advisors, Uber Eats, Jared Gaddis/AXA Advisors, LLC, and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning that incorporates structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies, wrap programs, and access to investment companies and private funds.

Duane Gurbach is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and models to support its financial planning process.

Sylvia Sanchez is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds a Series 66 designation and has 11 years of experience at Wells Fargo Clearing, including 4 years in the industry overall. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Dennis Cohan is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and 29 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance since 2006 and is also involved in the insurance business through Cohan Insurance Group Inc and Associates in Insurance & Benefit Planning. His wife owns the majority of Cohan Insurance Group, which operates in partnership with CORE Benefit Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and various investment programs, structuring engagements as collaborative, annual relationships with a focus on written recommendations and optional implementation.

Andrew Pisechko is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and five years of industry experience. He previously worked at Total USA International, LLC and Anadarko Petroleum Corporation before joining Morgan Stanley Private Bank in 2020. Outside of his advisory role, he serves as Treasurer for the Houston Chapter of the Arkansas Alumni Association and is a partner in Cire's Cache, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Juan Gomez is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of professional banking experience. His expertise spans client relationship management, wealth management, and credit-lending, serving individuals and businesses across North America and Latin America. Juan focuses on developing personalized financial strategies tailored to clients’ long-term goals, leveraging insights from Merrill and solutions from Bank of America. He holds a Master of Business Administration (MBA) from IE Business School and is a Personal Investment Advisor (PIA). Bilingual in English, Spanish, and Portuguese, Juan has lived in the Houston area for 14 years and currently resides in the Woodlands with his wife and three children. Outside of his professional work, he enjoys music, running, soccer, tennis, and traveling.

David Riggs II is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Word Of Restoration Christian Fellowship and is involved in consulting and real estate management through several business ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Steven Carter is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Mass Mutual, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. His background includes involvement with the BIPOC Arts Network and Fund and Project Row Houses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved tools and emphasizes event-driven planning programs such as divorce and estate settlement.

Brenton Holton is a Series 66-licensed financial advisor with Merrill in Houston, TX, with nine years of industry experience. He has been with Bank of America and Merrill since 2007. Outside of his advisory role, he owns a vending machine business, Kings Vending Solutions. 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 a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antonio Palafox Camara is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. for 12 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved with The Pelos Band, a musical group, and is a partner in Mexico's Finest Wines and Spirits LLC, a wholesale and distribution business. Morgan Stanley Wealth Management is an SEC-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 employs a structured financial planning process supported by firm-approved tools and research.

Adam Alanis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. His earlier experience includes two years at Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Robert Bouvier is a CFP® and ChFC® professional with 25 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a proprietary money market fund, supported by a nationwide network of more than 23,700 financial advisors.