Houston Steele is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held positions at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, he has a 20% ownership interest as a limited partner in Lewis Interests Ltd. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Victor Palafox is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a sole proprietor and partner in investment-related ventures including Conjunto Miyana in Mexico and Alta Capital Fund LLC. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to assist clients, while typically acting in an advisory capacity without providing individual security recommendations in standalone plans.

Dan Steiner is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and bringing 45 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Sofer Steiner & Associates, LLP, an entity focused on fixed insurance and group employee benefits, and also participates in SV Financial, LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Robert Mckelfresh is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Previously, he was associated with Citigroup Global Markets starting in 1993. 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 including tailored financial planning supported by firm-approved tools and employs methodologies like Monte Carlo simulations to model financial outcomes.

Allison Irelan is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 combines large-firm resources with specialized services, including relationships with investment companies and private funds.

Deborah Wall is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Nuss is a financial advisor with Edward Jones in Dickinson, TX, holding a Series 66 designation. He has one year of industry experience, having spent over two decades at Albertsons Companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Kaled Rocha is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Boston Trust Walden Company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Erica East is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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 strategies developed by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Kevin Caillouet is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cetera and Cetera Investment Services LLC since 2019 and previously with Foresters Financial from 2011 to 2019. Outside of his advisory role, he is the owner of Scotty Boy's Seafood Co., a catering business specializing in boiled crawfish. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

Matthew Resh is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. His career includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and self-employment. He is also licensed as an agent for property, casualty, health, group life, and group health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative planning approach.

Victoria Smith is a Series 66-licensed financial advisor with Morgan Stanley in Houston, Texas, bringing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Smith serves on the board and finance committee of the Kelsey Research Foundation, a Houston-based nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm utilizes structured planning tools and investment analyses to support personalized financial strategies while managing trillions in client assets.

Agustin Elias is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory work, he has a one-third ownership interest in a cattle ranch in Cananea Sonora, Mexico. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and planning tools, with a broad range of investment and advisory offerings.

Charles Bocock is a financial advisor at Ameriprise in Webster, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he worked for H-E-B Grocery Company LP for seven years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Essex Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently affiliated with Icon Imperial and has served on the faculty of Houston Community College since 2006. Outside of finance, he is the CEO of two entertainment and media companies, Street Entertainment and Street Vision Media. Icon Imperial provides investment management primarily to pooled vehicles and institutional clients, including pension and profit-sharing plans. The firm combines traditional asset management with subscription-based research publications and plan-level consulting services.

Kevin Spires is the sole advisor at Bellaire Capital Management, LLC in Bellaire, TX, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with Bellaire Capital Management since 2009. Outside of his advisory role, he holds a 50% ownership interest in a chiropractic practice but does not participate in its operations. Bellaire Capital Management primarily serves individual clients with investment management and financial planning, and also provides retirement plan consulting and participant advisory services. The firm manages client assets directly, operates with discretionary authority, and employs a blend of fundamental, cyclical, and technical investment approaches.