Gail Stalarow is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 license and bringing 29 years of industry experience. She has been with Morgan Stanley since 2010, including service at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves on the board of the Holocaust Museum Houston Foundation and acts as CEO of Buffalo Specialties, Inc., assisting in the transition of the family business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports a broad range of investment strategies across retail and institutional clients.

Wyatt Hales is a Planning Consultant based in Dallas, currently working with Fidelity Investments since 2024. He focuses on understanding each client's unique situation to develop personalized financial strategies. Wyatt has progressively advanced within Fidelity Investments, starting as an Investment Planning Intern in 2021, then serving as an Investment Solutions Representative from 2022 to 2023, followed by a role as an Investment Consultant from 2023 to 2024 before assuming his current position. His experience encompasses various aspects of investment consulting and planning. Outside of his professional work, Wyatt engages in biking, music, and running.

Christopher Hensley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Cambridge Investment Research since 2012. Outside of his advisory role, he is the president and owner of Houston First Financial Group, an independent insurance agency, and hosts the podcast "Money Matters." He also participates in community activities such as Houston Money Week and engages in publishing and coaching through Digital Kaizen. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals, employing a range of investment strategies and platforms tailored to client objectives.

Wyatt Westerheide is a financial advisor with UBS Financial Services in Houston, TX. He holds a Series 66 designation and began his industry career in 2023, having worked previously with Fulcrum Capital and Decidedly Wealth Management. He also has academic experience from the University of Texas at Austin. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Tim Hudnall is a financial advisor with RBC Capital Markets based in Houston, TX. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Elsa Muniz is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured planning tools and scenario analysis in its process.

Yuriy Royzman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2010 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with options for both discretionary and non-discretionary services, including unique offerings like insurance-related investment vehicles and bank deposit sweep programs.

Jeffrey Aboloff is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1989 and holds the Series 63 designation. He also serves as a FINRA arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights.

Faheem Khwaja is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building trust and integrating all aspects of his clients' financial lives to help them achieve their important goals. He utilizes wealth planning tools and probabilistic models to track and accomplish specific financial objectives, serving a diverse client base nationwide including business owners, healthcare professionals, and non-profits. Faheem holds multiple professional certifications including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS). As a CEPA professional, he specializes in helping business owners plan for their transitions and maximize the value of their organizations while advising on personal financial matters. His expertise covers wealth management planning, asset allocation, investment selection, retirement planning, and tax minimization strategies for individuals and businesses. Born in Pakistan and residing in Houston for 38 years, Faheem is committed to community service consistent with Merrill's tradition. He volunteers with organizations providing essential resources such as food, medicine, clean water, and education. He holds an Associate's Degree from Adamajee Govt Science College and communicates with clients in English and Urdu.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Michael Mc Hugh is a CFA® charterholder with 28 years of industry experience. He is currently a financial advisor at Ameriprise in Houston, Texas, having joined the firm in 2023. His prior experience includes roles at Invesco Advisers, Aim Private Asset Management, and A I M Distributors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging algorithmic automation overseen by a retirement income consulting team.

Daniel Boehm is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2022. His prior work includes roles at North Star Resource Group of Texas and Vector Marketing. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and delivering written recommendations without investment discretion.

Gerardo Olavarrieta is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Morgan Stanley entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Bradley Walkoviak is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate firms since 2009. Outside of his advisory role, he owns Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise business. Ameriprise provides a retirement-income planning service aimed at individuals near or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, offering a broad range of advisory, brokerage, and insurance solutions.

James Kelley is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as managing general partner of a family limited partnership managing his family’s estate assets and acts as executor and trustee for his mother’s estate in Houston, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment options such as insurance-related vehicles and bank deposit sweep programs.

Cory Walton is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at INVEST Financial Corporation for six years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Stonewolf Benefits, LLC and operates an online consulting and coaching business through corywalton.com. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Brandyn Hinnrichs currently serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, and Financial Representative. In his capacity as a Wealth Planner, Brandyn is dedicated to helping clients build, implement, and maintain financial plans tailored to their unique visions of success. He leverages Fidelity's technology and investment platform to develop wealth strategies that benefit clients and their families. Outside of his professional work, Brandyn enjoys fishing, fitness, football, golf, spending time at the lake, and reading.

Marilyn Page is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved with the Houston Livestock Show and Rodeo, an educational charity for children in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market analysis.

Nicole Chan is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mark Elias is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 28 years of industry experience. He has been with UBS Financial Services since 2013. Outside of financial advising, he is a partner in a physician telephone answering service and serves on the boards of a utilities company and a homeowners association. Additionally, he mentors student athletes at the University of Texas at Austin through The Bridge Leadership and Mentorship Program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.