John Ragsdale is a Series 66-credentialed financial advisor with Edward Jones, based in Houston, TX. He has 17 years of industry experience and has been with Edward Jones for 15 years. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Cetera and its related entities since 2016, following a prior role at Foresters Financial Services. He is based in Houston, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with flexible program structures and multiple investment manager options.

Andrea Nelson is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1993 to 2009. Nelson holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as executor and trustee for several estates and trusts. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, with advisory services focused on planning rather than individual security recommendations.

Jalin Casares is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sairon Tekleab is a Financial Consultant at Fidelity Investments, where he has been employed since 2007. He currently partners with clients to develop flexible and customizable financial plans tailored to individual and household needs, utilizing the resources available at Fidelity Investments to assist clients in working toward their financial goals. His tenure at Fidelity Investments includes multiple roles with increasing responsibility, such as Investment Consultant from 2017 to 2019, Private Client Relationship Manager from 2012 to 2017, and various positions in retirement services and client support dating back to 2007. This extensive experience provides him with a broad understanding of financial consulting and client relationship management. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Kasadi New is a financial advisor at Edward Jones with nine years of industry experience and a Series 66 designation. Kasadi has worked at Edward Jones for a total of eight years, with prior roles at Woodmen of the World Life Insurance Society and experience in small business operations, including co-running a food service business. Outside of financial advising, Kasadi occasionally works as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branches, as well as its affiliated financial services beyond advisory, including a trust company and proprietary investment products.

Erik Kingshill is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads The Kingshill Group. He focuses on addressing client needs in education, retirement, estate, and survivor planning, and serves as a Portfolio Manager overseeing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Erik holds the CERTIFIED FINANCIAL PLANNER® certification and has been a Certified Public Accountant since 1990, although he does not provide tax advice as an employee of Merrill. Before joining Merrill Lynch in 2001, he accumulated 13 years of experience in Big Four Public Accounting and industry, including a role as Director of Financial Planning & Reporting at a billion-dollar international Fortune 500 company. He earned his bachelor's degree from the University of Houston. Outside of his professional responsibilities, Erik participates in the Prison Entrepreneurship Program and enjoys activities such as bowling, chess, golfing, hiking, music, reading, softball, tennis, traveling, and spending time with his family.

Albin Guillot III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding the CFP® and ChFC® designations and possessing 24 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining MassMutual Life Insurance Company and later Mass Mutual Investors Services. Outside of his advisory role, he is a freelance writer focused on raising awareness of fallen U.S. armed service members and serves as a digital ticketing ambassador for NFL games. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using a collaborative, software-driven approach to deliver written recommendations without discretionary authority.

Robert Pulliam is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at SWBC Mortgage Corporation and Hilton College Station. He is also involved with Geaux Sooners, LLC DBA Luminate as part of his advisory business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Donna Kelly is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with DPK Land Development LLC and DPK Engineering LLC, engaging in land development and engineering activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by a structured planning process and firm-approved tools.

Gregory Kroencke is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including the Morgan Stanley Private Bank since 2015. Kroencke serves on the board and investment committee of the St. Thomas High School Foundation, which supports scholarships and school programs. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning supported by structured discovery processes and firm-approved tools, with a broad spectrum of investment and planning services.

Christina Mondragon is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at JP Morgan Securities LLC for seven years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Brandon Artis is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023, following seven years with Bank of America, N.A./Merrill Lynch. 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 combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Tyler Thomas is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2016. Outside of his advisory role, he is an independent contractor distributor for Advocare fitness, wellness, and weight loss products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ryan Ingram is a CFP® professional with 28 years of experience in the financial industry. He is currently with J.P. Morgan Securities, where he has worked for 13 years. His prior experience includes roles at Merrill and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Nguyet Truong is a financial advisor at Merrill with nine years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is the sole owner of a rental property in Katy, Texas. 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 institutional accounts.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

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.