Sandor Takacs is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and 20 years of industry experience. His career includes prior roles at Capital One Advisors, Edward Jones, and Wells Fargo Investments. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Jeffrey Chen is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years from 2006 to 2020. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored advice.

Michelle Lee is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Chase Investment Services Corp. Outside of her advisory role, she is a sole proprietor involved in a separate real estate business in San Jose, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Billy Gross is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, Stanford Group Company, and Merrill. He has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside its planning services.

Drew Selensky is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing new wealth, small business strategies, and individual and corporate investment strategies. He works with professionals, families, retirees, and business owners to organize their financial lives and develop tailored strategies intended to simplify complex financial situations and help clients focus on their most important goals. Drew holds a Personal Investment Advisor (PIA) designation and is a graduate of Texas A&M University. His approach emphasizes building long-term relationships based on trust and providing honest guidance. He prioritizes understanding each client's unique story and helping them navigate major financial milestones with confidence. Outside of his professional duties, Drew enjoys spending time with his family and engaging in outdoor activities such as fishing, football, and golfing. These personal interests contribute to his perspective on the importance of creating financial freedom to enjoy life with loved ones.

Bert Boutte is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including TD Ameritrade and Ameriprise. Boutte has been with Edelman Financial Engines and its predecessor entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management focused on diversified model portfolios and long-term strategies.

Randy Nelson is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Chris Bouyear is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and Chase Investment Services Corp. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 and fund searches, and customized performance reporting. The advisory process combines quantitative and qualitative due diligence, incorporates forward-looking capital market assumptions, and may include an ESG eligibility framework.

Jeremiah Patterson is a CFP® with 20 years of experience in financial services. He currently works at Cetera and has held positions at Concourse Financial Group Securities Inc and Harvest Investment Services, LLC. Outside of his advisory role, he provides occasional notary services for clients at no charge. Cetera Investment Advisers LLC is a large 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 with access to various program structures and third-party managers.

Noah Doney is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas including family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. Noah holds the designation of Personal Investment Advisor (PIA). Noah has an educational background that includes a High School Diploma from South River High School and an Associate's Degree from Anne Arundel Community College. He focuses on helping clients create personalized financial strategies that reflect their unique perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Feriz Halili is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He has been in the financial services industry since 2010, beginning his career as a bank teller at Bank of America before joining Merrill in June 2016 to support The Fecel Team in various capacities. Feriz is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Houston System. In his role, Feriz provides clients with access to the investment insights of Merrill and banking convenience of Bank of America to address various financial needs. He works closely with high-net-worth individuals and families to identify goals such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. He also assists clients with banking, credit, lending products, and has experience with Merrill's self-directed brokerage platform, EDGE. Outside of his professional responsibilities, Feriz participates in community service activities including volunteering with the Houston Food Bank. He is affiliated with professional organizations such as Arberia Houston, Houston Beekeepers Association, and the Spondylitis Association of America. His personal interests include boating, reading, soccer, spending time with family, traveling, and watching movies.

Joshua Lee is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Invesco Distributors, Inc. for 14 years before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Jamel Wilson is a financial advisor with Charles Schwab in Houston, TX, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory work, Wilson serves as a foundation board member for Casa de Esperanza, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services, employing multi-asset model portfolios and a centralized operational platform.

Jorge Vazquez is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, SWBC Investment Company, and Wells Fargo Clearing. Outside of his advisory role, he is involved in managing a sole proprietorship focused on real estate in Conroe, Texas. Merrill 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 teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Claire Liaw is a financial advisor at Morgan Stanley with 10 years of experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 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, including tailored financial planning, supported by structured discovery processes and advanced modeling tools.

Marina Tudela is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. She previously worked at UBS Financial Services for 20 years before joining Raymond James in 2020. Outside of her advisory role, she is an officer and co-owner of American Building Maintenance Inc., a business she manages occasionally alongside her husband. 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, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Vivek Mehta is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Raymond James Financial Services, as well as Texas Capital Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Carlos Alvarado is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 41 years of industry experience. His career includes roles at Citigroup Global Markets from 1998 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank, National Association in 2015. 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 and manages approximately $2.74 trillion in client assets.

Justin Gardiner is a financial advisor with LPL Financial in Houston, TX, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He previously worked at VALIC Financial Advisors, Inc. for 14 years and AGIA for 3 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Amanda Evans Field is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Amanda serves on the board of directors for the Women's Finance Exchange Houston, where she acts as secretary and contributes to developing a network for professional women in finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.