Sean Fitzpatrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and having 24 years of industry experience. He has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rodrigo Gonzalez is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Morgan Stanley Private Bank and Smith Barney since 2017, following previous roles at BBVA entities and Compass Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Ann Fitzgerald Salazar is a financial advisor at UBS Financial Services with 37 years of industry experience. She has held her role at UBS since 1994 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Patrick Lesley is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a district governor and board member for Rotary International in Pearland, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Christopher Stimming is a CFP® accredited financial advisor with 29 years of industry experience. He currently works at Morgan Stanley, having previously spent ten years at J.P. Morgan Securities. Stimming holds Series 63 and Series 65 licenses and is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured planning tools supported by its Global Investment Committee.

Willard Ulbricht II is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Outside of his advisory role, he is president of TWC Holdings LLC, a company that leases raw land for farming. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Peter Steelman is a CFA® charterholder with six years of experience in the financial industry. He currently works with Wells Fargo Clearing in Houston, Texas, and has held roles within Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Taylor Fajkus is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2019, Taylor worked at Twin City Properties and Lakeridge Townhomes. Raymond James & Associates 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 and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Joseph Silva is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages the lease and payroll for his Ameriprise practice through his ownership of jsecc, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gary Burgess is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Leslie Fox is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63, 65, and 66 credentials and possessing 28 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the Board of Directors for the Houston Jewish Community Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and employs a mix of in-house and third-party managers to implement customized investment strategies.

Michael Gibbens is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Brotherlylove Electric LLC and Jan's Gourmet Sweets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Galloway is a CFA® charterholder and holds a Series 63 license, with 29 years of experience in the financial industry. He has been with Stifel since 2015 in Houston, TX. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Alimi is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and multiple financial services firms. Outside of advising, he is the owner of Wizzered Inc, a web development business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.

Gerardo Cavazos is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, bringing six years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley Smith Barney LLC, BBVA Securities Inc, and Compass Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Leslie Golden is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Meharena Tukabo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Cambridge in 2019, she worked at Ameritas Investment Corp. and CCF Investments. Outside of advisory work, she owns and operates businesses in real estate brokerage and automotive repair. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Marci Moss is a financial advisor with Morgan Stanley Wealth Management in Houston, TX, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1998. Outside of her advisory role, she is the proprietor of Bovine Designs, an art business selling retail at arts and crafts venues. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through various investment and planning strategies.

Austin Muehlenbrock is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Blue Maple Financial and various roles outside finance, including employment at 1836 Steakhouse and Camp Balcones Springs. 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 supported by extensive technology and operational resources, overseeing more than $819 billion in discretionary assets.