Andrew Makransky is a financial advisor at Fidelity with 10 years of industry experience. His career includes roles at Ameriprise Financial Services and Fidelity Brokerage Services prior to his current position. He holds Series 63 and Series 65 licenses and is based in Houston, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary research, quantitative analysis, and algorithmic methods in its investment process and serves as an advisor to multiple registered investment companies.

Jin Huang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2017 and joined Merrill Lynch Wealth Management in 2018. Jin assists clients by helping them manage their individual wealth through comprehensive wealth management strategies tailored to their specific needs. Her expertise encompasses family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Jin holds a Bachelor's Degree from Xiangtan University, a Master's Degree from the Chinese Academy of Sciences, and a Doctorate Degree from the University System of Ohio. She is also a Personal Investment Advisor (PIA) and is a member of the Asian Chamber of Commerce Houston. Jin is committed to community involvement, including volunteering with the Mandarin Immersion Magnetic School, reflecting the Merrill tradition of serving local communities. In her personal time, she enjoys dancing, spending time with her family, playing table tennis, and traveling.

Cornelio Koehler is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, N.A. since 2006. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

Patrick Elkins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. His approach emphasizes connecting people with the appropriate strategies and processes to help manage wealth and pursue personal goals such as funding education, planning for retirement, and legacy planning. Patrick’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, philanthropic planning, portfolio management, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation. Patrick earned a high school diploma from The Kinkaid School, a bachelor's degree from Southern Methodist University, and a master’s degree from The University of Houston. In addition to his professional work, Patrick serves on the Board of Directors for Trees for Houston, demonstrating his involvement in community initiatives.

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Isel Isern is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Brian Kelly is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of his advisory role, he performs as a singer in an acoustic band and serves as secretary on the Houston Sigma Chi Alumni Chapter board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party programs and discretionary management, and offers products such as mutual funds, ETFs, and alternative investments, serving a wide range of clients from non-high-net-worth individuals to institutions.

Langston Turner is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Turner serves on the Investment Advisory Committee of Texas Tech University, which oversees the investment of the university’s endowment assets, and he is also the treasurer and a board member of the Saddlebrook Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Josephine Mendoza is a financial advisor with Merrill in Houston, TX, holding a Series 63 designation and having 28 years of industry experience. She has been with Merrill since 1984. 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, and institutions.

Stephen Alsup Jr. is a financial advisor at Morgan Stanley in Houston, TX, holding the ChFC® and Series 66 designations with 16 years of industry experience. His prior roles include positions at American General Life Insurance, AIG Capital Services, American General, and Valic Financial Advisors. Outside of advising, he assists with IT-related tasks for his parents' property and casualty insurance agency. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Tyra Gibson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over a decade of experience in the financial services industry, focusing on helping clients build and leave legacies through generational wealth. Drawing on her background as a private wealth advisor and small business lender, she assists business owners in coordinating their business finances and personal wealth with various strategies, including cash and liability management, lending, retirement plan services, business succession, and estate planning. She also specializes in areas such as college education planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Gibson holds a Bachelor's degree in English from Spelman College and a Master of Science degree in Business Management from Wake Forest University. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Based in Houston, she resides with her husband and their three children. Outside of work, she enjoys reading, soccer, and spending time with her family.

Nai An Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Nai An offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Her areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and women and wealth. Nai An holds a Bachelor's Degree from Baylor University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Nai An participates in community activities through volunteering with local organizations, following the tradition of Merrill's involvement in the communities it serves. She communicates with clients in English, Chinese, and Mandarin.

Danyel Ramelow is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Houston, TX, Ramelow holds Series 63 and Series 66 licenses. Outside of advising, Ramelow is involved with Common Knowledge Inc., a business specializing in leasing survey applicant databases. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning using firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Tullo Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2011 and previously worked as a Neuroscience Specialty District Business Manager at Bristol-Myers Squibb Pharmaceuticals. In his current role, Thomas works with a diverse client base that includes individuals, families, business owners, physicians, attorneys, oil and gas professionals, athletes, and musicians. Thomas employs a consultative approach to wealth management, focusing on uncovering each client's unique and personally meaningful goals to develop customized financial strategies. His expertise includes education planning, family wealth management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. He has a particular interest in assisting families with special needs members due to his background in neuroscience. Thomas is a Merrill qualified Portfolio Manager and holds the Personal Investment Advisor (PIA) designation. He graduated from Texas State University with a Bachelor's Degree in Business Administration. Outside of his professional work, Thomas lives in Friendswood, Texas with his wife and two children. He is actively involved in community service and philanthropy, volunteering with organizations such as the National Alliance on Mental Illness of Greater Houston, Friendswood Youth Baseball, Houston Film Society, and Project Joy & Hope. He has been recognized on Bank of America's Global Volunteer Honor Roll in 2022, 2023, and 2024.

William Huthnance is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at UBS since 2015, previously serving at Credit Suisse Securities and Morgan Stanley. Outside of his advisory role, he serves on the board of SpringSpirit Baseball, a charitable organization focused on mentoring local youth through baseball. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, offering customized financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.