George Hawkins is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Hawkins serves on several boards and committees for Legacy Community Health, including the Endowment Board and Finance Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a diverse set of investment options without sponsoring its own wrap fee program.

Brian Bergeron is a financial advisor with RBC Capital Markets based in Houston, TX. He holds the CFP® designation and has six years of industry experience. His prior roles include positions at Bergeron Wealth Management Co., Needham & Company LLC, and Bergeron Turboff & Company LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies using both in-house and third-party investment managers, supported by an extensive capital-markets platform.

Steve Garcia is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with J.P. Morgan Securities, JPMorgan Chase Bank, and Frost Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Richard Kuriger III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and over 57 years of industry experience. He has served in various roles since 1978, including president of RCK, Inc., and has been affiliated with Mass Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory work, he is a board member of the Rotary Club of Houston. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser and subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as ongoing relationships using firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.

Georgina Cross is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Primerica. Her background also includes roles at BBVA Securities and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, while clients remain responsible for plan implementation and updates.

Daniel Miller is a Private Wealth Manager with Merrill Private Wealth Management, specializing in providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He works closely with families and businesses to navigate complex areas such as family wealth management, estate and legacy planning, executive compensation, retirement income, and portfolio management. Daniel collaborates with specialists from Merrill and Bank of America to deliver comprehensive financial solutions and investment insights. With over 30 years as a Houston resident, Daniel focuses on helping clients, including corporate executives, women, and non-profit organizations, meet their investment objectives through a flexible approach that adapts to changing market conditions. His professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds an Accredited Certificate from the College for Financial Planning. Beyond his professional role, Daniel actively contributes to the Houston community through volunteering with organizations such as BeaResource for CPS Kids, Big Brothers Big Sisters Greater Houston, Madison Place Home Owners Association, and Wonders and Worries. He values faith and family, spending time with his wife and two children, and enjoys outdoor activities, music, reading, and traveling.

Steven Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Bill Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Merrill from 1984 to 2002, Citigroup Global Markets from 2002 to 2009, and Morgan Stanley starting in 2009, with a concurrent tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.

Gustavo Pigurina Sr. is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 27 years of industry experience. He has been with UBS Financial Services since 2010 and previously worked at UBS International Inc. from 2006 to 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Devin Davidson is a financial advisor with Merrill in Houston, TX. He holds a Series 66 designation and has experience working at Bank of America, Merrill, J.P. Morgan Chase, and Wells Fargo. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Smith is a financial advisor at Merrill with Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Merrill since 2006 and previously spent nine years at Morgan Stanley DW Inc. Smith is a limited partner in ABS Investments 803 LLC, a for-profit business focused on property management. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roshni Choudhary is a financial advisor at Edward Jones in Houston, TX, with five years of industry experience. She holds a Series 66 designation and has worked exclusively with Edward Jones since 2020, with prior roles including positions at Potentia Analytics and Southern Illinois Miners. Outside of her advisory role, she teaches group fitness Zumba classes at the YMCA of Greater Houston. 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 and offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Linda Sweeten is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked at JPMorgan Securities LLC since 2017. Her prior experience includes roles at Ameriprise Financial Services and Banc One Securities Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mark Cogdill is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2007 and at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, Mark serves as a board member and finance committee advisor for The Rise School, a nonprofit organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

Maria Hurtado Florez is a financial advisor at Fidelity Investments with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles at Labcorp, State Farm, and The Woodlands Behavioral Health and Wellness Center, as well as several positions in education-related organizations. Outside of finance, she has worked as a food delivery employee for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Raheem Zare is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Emma Vanderlick is a financial advisor at LPL Financial with five years of industry experience. She has worked at LPL Financial since 2020 and has been affiliated with Amegy Bank (ZIONS Bank) since 2018. Vanderlick holds the Series 66 designation. 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, third-party asset management, and institutional platforms.

Marcus Malonson is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing clients with comprehensive wealth management strategies. He utilizes a client-focused approach grounded in a thorough understanding of financial objectives, offering access to investment insights from Merrill Lynch and banking services through Bank of America. His expertise spans executive compensation, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, and sports and entertainment sectors. Marcus has worked in the financial services and wealth management industry since 1994. He earned a Bachelor of Business Administration with a focus in Finance and Real Estate and a Minor in Economics from Southern Methodist University in 1993, where he attended on a full athletic scholarship. In 2004, he obtained a Master of Business Administration from the J.B. Fuqua School of Business at Duke University. Throughout his career, he has earned several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). He is involved in various professional organizations such as the American Leadership Forum - Houston/Gulf Coast Chapter, Center for Houston's Future, and serves as an emeritus board member of the SMU Cox School of Business Alumni Board. His community involvement includes participation with the Catholic Endowment Foundation of Galveston-Houston, Houston Area Women's Center, and the SMU Cox School of Business Alumni Association. Marcus enjoys spending time with his family and participating in activities such as golf, bass fishing, traveling, and cooking out.

John Wheeler Jr. is a CFP® and ChFC® with 32 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as maintaining Wheeler & Associates and Gulf Coast Insurance Services since 1969. He holds leadership roles in nonprofit organizations, including serving as president-elect and secretary for NAIFA. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures.