Edward Hartz is a Series 66-licensed financial advisor with UBS Financial Services in Houston, TX, bringing 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved in a personal real estate rental business with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Valeria Salinas is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has one year of experience in the industry, including prior roles at Wells Fargo Bank and Woodforest Bank. Before entering the financial sector, she worked in the restaurant industry at several establishments in Houston, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

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.

Scott Shea is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and BBVA Compass Investment Solutions, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified portfolio management and a variety of brokerage and advisory solutions.

Jonatan Rosa is a Financial Advisor based in Houston, affiliated with Merrill Lynch Wealth Management. He has developed his financial expertise over nearly eight years with Bank of America, including more than three years with Merrill. Jonatan's professional focus encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. Jonatan holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a High School Diploma from North Houston Early College High School and an Associate's Degree from Houston Community College. Fluent in both English and Spanish, he specializes in assisting clients navigating complex taxation issues, legal barriers, and immigration uncertainties, providing clarity and personalized advice. Outside of his financial advisory role, Jonatan is involved with the USA Boxing community where he volunteers as a boxing official and supports the development of future Olympians. His personal interests include boxing, running, and swimming.

Rey Diano is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 10 years of industry experience and has been with Wells Fargo since 1991, including his current role at Wells Fargo Clearing since 2016. Based in Houston, TX, his career spans both banking and advisory services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Ahmber Bailes is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to rejoining Morgan Stanley in 2026, Bailes worked at Transamerica Investors Securities Corporation and has also held various roles outside the financial industry. Outside of advisory work, Bailes is an author of a journal published through Amazon Kindle Direct Publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of investment programs, managing approximately $2.74 trillion in client assets.

Ellias Stabinsky is a financial advisor with OSAIC based in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at Securities America, Inc., Robertson Wealth Management, LLC, and First Allied Advisory Services, INC., among others. Outside of his advisory work, he is a certified running coach with the Road Runners Club of America and maintains a corporate membership with The Rice Alliance to network with entrepreneurs and venture capital professionals. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk tolerance assessments and rebalancing tools.

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.

Donna Besson is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Merrill since 2003 and also maintains a role at Bank of America, N.A. since 2019. Outside of her advisory work, she serves as a power of attorney for her parents. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, plans, corporations, and charitable organizations.

Luis Pelaez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, BBVA Securities, and Wells Fargo Bank. Outside of finance, he owns and operates HSVE LLC, producing and selling videos about the Need for Speed video game series. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Angeline Caesar is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and BOFA Securities, Inc., including a 38-year tenure at Merrill prior to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and external managers, along with trade execution, account administration, and custody support.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services, Inc. and LLC since 2014, following previous roles at Morgan Stanley and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Suzanne Sidler is a financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously held positions at the Federal Reserve and Spartan Capital Securities. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory services.

Harlen Reyes Sandoval is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its advisory process.

Gentry Burt is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles at JPMorgan Chase Bank and was self-employed, including performing handyman work on weekends involving small home construction projects and minor home repairs. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, providing non-discretionary, written asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Lauryn Champagne is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank (TX) since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Estefana Flores is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Raymond James & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with client assets under management totaling approximately $2.74 trillion.