Bradley Garrett is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Sharriel Kiel is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Primerica Advisors, she has worked at PFS Investments Inc. since 2025 and has a longer tenure with Buckeye Partners starting in 2013. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 financial advisors and $15.5 billion in assets under management, offering model-delivery investment strategies from unaffiliated managers and a limited number of discretionary separately managed accounts.

Samuel Cook is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Katy Independent School District. Outside of finance, he was involved with Saren Distribution LLC for ten years. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals. With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College. Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.

Kevin Clark is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked for J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for 13 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, providing a combination of non-discretionary and discretionary investment management supported by a large integrated operational platform.

Christene Barratt is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group. She has been with Ameriprise since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

George Hawkins is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Hawkins serves on several boards and committees for Legacy Community Health, including the Endowment Board and Finance Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a diverse set of investment options without sponsoring its own wrap fee program.

Brian Bergeron is a financial advisor with RBC Capital Markets based in Houston, TX. He holds the CFP® designation and has six years of industry experience. His prior roles include positions at Bergeron Wealth Management Co., Needham & Company LLC, and Bergeron Turboff & Company LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies using both in-house and third-party investment managers, supported by an extensive capital-markets platform.

Marlene Fowler is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Garrett Mann is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Bank of America and several financial services firms prior to Merrill. 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 a range of clients including individuals, high-net-worth clients, pension plans, and corporations.

Richard Kuriger III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and over 57 years of industry experience. He has served in various roles since 1978, including president of RCK, Inc., and has been affiliated with Mass Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory work, he is a board member of the Rotary Club of Houston. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser and subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as ongoing relationships using firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.

Georgina Cross is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Primerica. Her background also includes roles at BBVA Securities and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, while clients remain responsible for plan implementation and updates.

Steven Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Gustavo Pigurina Sr. is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 27 years of industry experience. He has been with UBS Financial Services since 2010 and previously worked at UBS International Inc. from 2006 to 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Allie Martinez is a Series 66-registered advisor with J.P. Morgan Securities in Sugar Land, TX, with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Martinez worked at Merrill Lynch for six years and First National Bank of Texas for two 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. The firm's advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG considerations.

Marc Hebert is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a co-owner of a family rental property business in East Hampton, Connecticut. 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.

Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

Robert Nerio is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its investment process and offers capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.

Emma Vanderlick is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2020 and concurrently at Amegy Bank (ZIONS Bank) since 2018. Vanderlick attended Louisiana State University from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms such as Bank Wealth Program.

Gloria Dowiak is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a ChFC® designation along with Series 63 and 65 licenses. She has 23 years of industry experience, including prior roles at LPL Financial and Valic Financial Advisors. She serves as a board member for the Huntington Village Community Association, a homeowners association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.