Stephen Ellsworth is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird & Co for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and implements portfolios tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Critt Walton Jr. is a CFP® with 29 years of industry experience, currently serving with RBC Capital Markets in Houston, TX. His prior experience includes roles at City National Bank, The Noble Group, and Raymond James Financial Services Advisors Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Kristen Nichols is an International Wealth Advisor with Merrill Lynch Wealth Management and serves as the Lead Advisor for The Hanshaw Group, a team with over fifty years of combined experience. She began her career in wealth management in 2011 and focuses on guiding high-net-worth individuals and families in achieving their personal and financial goals through a thoughtful and proactive approach. Kristen works with clients across the U.S. and internationally, including temporary U.S. residents, tailoring financial strategies to their diverse needs. A proud Houston native and Texas A&M University graduate, Kristen holds a Bachelor of Arts in Spanish with a minor in Business. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach centers on clear and stress-reduced financial planning, emphasizing the development of trusted, long-term relationships with her clients. Kristen is actively involved in her community, volunteering and fundraising for organizations such as the Houston Livestock Show and Rodeo, Junior League of Houston, Project C.U.R.E., Star of Hope, and serving on the Saint Agnes Academy Alumnae Board. She resides in Katy, Texas, with her husband and their three children and enjoys gardening and hosting backyard gatherings in her free time.

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Joris Buffa is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2020 and previously worked at HJ&P Group and Texas A&M–San Antonio. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by approved tools and modeling techniques.

Margarita Vlassova is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Independent Bank and Wells Fargo. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital-markets and affiliated asset management capabilities.

Haley Daughtry is a financial advisor at UBS Financial Services in Houston, TX, with 17 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Ruben Hope IV is a financial advisor with Edward Jones in Richmond, TX. He holds a Series 66 designation and has 10 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Dongyue Jiang is a CFP® professional with nine years of experience in the financial services industry. Currently with UBS Financial Services, Jiang previously worked at Schwab Wealth Advisory Inc. and Charles Schwab in various advisory roles. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and financial planning services.

Samuel Clark is a CFP® and Series 63 licensed advisor with 11 years of industry experience, currently working at Fidelity since 2021. He previously spent seven years at Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Farhan Sayani is the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop and implement customized financial plans tailored to their individual needs, utilizing Fidelity's resources and tools. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative-Trader, Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2020. Details about his education, credentials, personal interests, or community involvement were not provided.

Dayan Vargas Brito is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Merrill in 2024, he worked for Banorte-Ixe Securities International, Ltd. for over seven years in various roles. Merrill provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Justin Hernandez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TIAA-CREF, USAA Financial Planning Services, Ameriprise, and Thrivent Investment Management. He is based in Katy, TX. 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.

Jeffrey Steiner is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Financial in 2017, he worked at Waddell & Reed, Merrill, Ameriprise Advisor Services, and Choreo, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Roman Zhitnik is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Riversource Distributors, Inc. and has held positions in education at the New York Department of Education and Brooklyn College. Zhitnik is also a co-owner of NAP Partners, LLC., where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized retirement income service focused on written recommendation reports and ongoing advice for clients nearing or in retirement, incorporating tax-aware withdrawal strategies and Social Security planning within a managed account framework.

Elva Morales is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services, Inc. and The Noble Group. 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 variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Miguel Posada is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Wells Fargo Clearing and J.P. Morgan Securities. Since 2021, he has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support its advisory process.

Frederick Graney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping families, individuals, and small businesses pursue their lifestyle goals through personalized wealth management strategies. His client expertise includes family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. With 25 years of experience, Frederick develops individualized financial plans based on meaningful goals, personal risk tolerance, and comprehensive service programs. He holds a Bachelor’s Degree from the College of the Holy Cross and the Professional Investment Advisor (PIA) designation. Frederick is committed to providing a flexible strategy adapted to changing market conditions and leveraging the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Frederick’s approach emphasizes working one-on-one with clients to develop personalized strategies aligned with their long-term objectives.

James Biasucci is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Based in Houston, TX, he serves institutional clients through his role at the firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative research and may include ESG considerations.

Suzette De La Torre is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, UBS International, and Banc of America Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.