Taesha Hargrove is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, N.A., with overlapping roles in their respective clearing and securities divisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Patrick Lesley is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a district governor and board member for Rotary International in Pearland, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Christopher Stimming is a CFP® accredited financial advisor with 29 years of industry experience. He currently works at Morgan Stanley, having previously spent ten years at J.P. Morgan Securities. Stimming holds Series 63 and Series 65 licenses and is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured planning tools supported by its Global Investment Committee.

Miguel Garces is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, NACA, Guardian Life, Veritat Advisors, Chase Investment Services Corp., and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Peter Steelman is a CFA® charterholder with six years of experience in the financial industry. He currently works with Wells Fargo Clearing in Houston, Texas, and has held roles within Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Donald Barrere is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SagePoint Financial, Transamerica Financial Advisors, Ameriprise, and Morgan Stanley Dw Inc. He is the owner of Growth and Income Solutions, Inc., an entity used exclusively for payroll and tax purposes. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and maintains a broad affiliate network and multiple custodial arrangements.

Taylor Fajkus is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2019, Taylor worked at Twin City Properties and Lakeridge Townhomes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Joseph Silva is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages the lease and payroll for his Ameriprise practice through his ownership of jsecc, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gary Burgess is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Leslie Fox is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the Board of Directors for the Houston Jewish Community Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies and multiple wrap fee advisory programs combining discretionary and non-discretionary portfolio management with a range of financial services.

Michael Gibbens is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Brotherlylove Electric LLC and Jan's Gourmet Sweets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Galloway is a CFA® charterholder and holds a Series 63 license, with 29 years of experience in the financial industry. He has been with Stifel since 2015 in Houston, TX. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Alimi is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at several firms including Bank of America, Raymond James, TD Ameritrade, Morgan Stanley, and Merrill. Outside of his advisory role, he owns Wizzered Inc, a web development business. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julie Malamud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience at Wells Fargo Investments and Wells Fargo Clearing. Outside of her advisory work, she is employed as a contractor selling vintage clothing and housewares online through various e-commerce platforms. 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 and fund searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its advisory process and offers capabilities in derivatives and commodities through various registrations and affiliates.

Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.

Michael Rose is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera, he worked for over two decades at Avantax entities in various advisory and insurance roles. Outside of advising, he serves as president of an auto carbon cleaning franchise and is a director of his own tax preparation and accounting firm. Cetera Investment Advisers LLC operates as an SEC-registered advisor with a nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party managers.

Gerardo Cavazos is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, bringing six years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley Smith Barney LLC, BBVA Securities Inc, and Compass Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Meharena Tukabo is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and over 29 years of industry experience. Before joining Cambridge in 2019, she worked at Ameritas Investment Corp. and CCF Investments. Outside of her advisory role, she is involved in several business ventures including ownership of an automotive repair service and work as a real estate broker. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Marci Moss is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets for 11 years. Outside of her advisory role, she operates Bovine Designs, where she creates and sells art at retail arts and crafts venues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Austin Muehlenbrock is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Blue Maple Financial and various roles outside finance, including employment at 1836 Steakhouse and Camp Balcones Springs. 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 supported by extensive technology and operational resources, overseeing more than $819 billion in discretionary assets.