Paula Sutton is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo, Stanford Group Company, and Merrill. She serves as Chair of the Advisory Board for Career and Recovery Resources and Chair of the Board for Interfaith Ministries of Greater Houston, where she is involved in strategic planning and finance oversight. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Eduardo Tellez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, he spent ten years at VectorGlobal WMG. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

Shaelyn Dobson is a financial advisor at Osaic with 16 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Osaic in 2023, she worked at SagePoint Financial beginning in 2010. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Scott Powers is a financial advisor at Edward Jones in Katy, TX, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Powers is a limited partner in the Irons Bayou Partnership, an LLC based in Henderson, TX. 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 operates through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Riley Hall is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at KnowBe4 Inc. and Enterprise Holdings Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

Ashwin Bhatt is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera in Houston, TX since 2025. Prior to joining Cetera, he spent over 30 years with Avantax entities in various advisory and insurance roles. He is also the secretary of the Kasturi and Ashwin Bhatt Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform offering diverse investment strategies and program structures.

Randall Goebel is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes the use of Ameriprise-managed accounts in its recommendations.

Monica Franco Colinet is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup and JPMorgan Chase Bank, N.A. Outside of her advisory role, she is an independent stylist and sales representative for J Hilburn Men's Clothier, specializing in custom menswear. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to support model asset allocations.

Renee Lofland is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she volunteers as a precinct chair for the Harris County GOP, organizing get-out-the-vote campaigns in her neighborhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Reed Hendricks is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at UBS Financial Services. Outside of his advisory role, he is involved in real estate activities in Houston, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured processes and a wide range of investment products.

Thanh Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and NY Life/Eagle Strategies. Outside of his professional work, he is involved with Nguyen Sisters Investments LLC, a commercial real estate holding company, and occasionally supports his husband's skincare business by attending conventions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated entities.

Jamie Dillon is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BBVA Securities Inc., and Colonial Life. 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 for a range of clients including individuals, high-net-worth clients, and corporate entities.

Sara Cebas Mc Bride is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a range of wealth management and institutional trading capabilities.

Jeff Thibault is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and J.P. Morgan Securities Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.

Michael Duy Nguyen is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and nine years of industry experience. He has previously worked at TD Ameritrade, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of finance, he performs as a musician in a flute trio, playing at various local venues. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Yesenia Bonilla is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. Based in Houston, TX, she has been with Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by advanced modeling tools, managing approximately $2.74 trillion in client assets.

Walter Zelop is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2013 and also serves with MUD 188 since 2025. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jay Foy is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2001. Over his tenure at Fidelity, he has held multiple roles including Financial Consultant, Investments Representative, Senior Fixed Income Specialist, and Financial Representative. Jay has more than two decades of experience in wealth planning and financial consulting. He is committed to helping clients and families pursue their financial goals by prioritizing client needs and upholding Fidelity's brand, ethics, and values. Outside of his professional work, Jay enjoys biking, hiking, running, swimming, solving puzzles, and parenthood.

Kayla Connelly is a financial advisor with LPL Financial in Houston, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Dealerweb Inc., Alexis Advisors, LLC, and the University of Richmond. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Gregory Gregory is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ credential and Series 63 license. Gregory has worked at several firms including Avantax and has operated his own firm, Gregory Financial Services Inc, since 2009. He serves as Treasurer and Comptroller for the Sharpstown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing both affiliated and third-party managers within multiple program structures.