Troy Crone is a financial advisor with Valic Financial Advisors holding a Series 66 designation. He has prior experience at Aon plc and Alliantgroup LP, along with nearly a decade at Mossman, Kumar & Tyler, P.C. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and employs centralized technology and model solutions to manage assets for a broad client base.

Jeffrey Abel is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Alexandria Jones is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she manages a rental property business as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting clients with tailored financial plans.

Eduardo Arzola is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA, where he spent over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yiller Auyon is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Yiller held various roles outside the financial sector, including positions at J.Crew and First Financial Group of America. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Bradley Garrett is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured planning tools and modeling techniques, with a broad set of investment and advisory services.

Daniel Feiler is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at IMG Financial Group and Minnesota Life prior to his current role. Outside of advisory work, he also serves as an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Reynaldo Pol is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Ameriprise Financial and E*Trade Financial Corporation. Outside of finance, he worked as a sports official contractor for multiple organizations between 2013 and 2019. 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.

Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals. With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College. Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.

Kimberly Grant is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has experience with Wells Fargo Bank, N.A. since 2015 and joined Wells Fargo Clearing in 2025. Grant previously worked at Molak Corporation in 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors with both brokerage and advisory solutions.

Christene Barratt is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She has been with Ameriprise since 2018. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Carl Guillory is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Guillory Group, which manages wealth for families, executives, high net-worth individuals, and small businesses. The group focuses on building long-term client relationships by addressing priorities such as retirement, investment strategy, college planning, and estate planning services. Their approach includes implementing customized investment strategies based on asset allocation models and conducting regular reviews to evaluate clients' progress. With over 25 years of experience, Carl has developed expertise in asset allocation, retirement planning, alternative investments, and estate planning. His practice emphasizes consistent performance, regular communication, and superior service. Carl holds the Personal Investment Advisor (PIA) designation and the Series 7 FINRA registration. He earned a bachelor's degree from Nicholls State University. In addition to his professional work, Carl is involved with St Cecilia Church and the Knights of Columbus. His client focus areas include college education planning, liquidity management, personal retirement planning, and retirement income.

Simone Shammai is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is involved with Shammai Investments LLC, which includes management and supervisory responsibilities related to a rental four-plex property. 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 employs proprietary research and model-based asset allocations to tailor financial plans and operates with a broad platform that includes trading, custody, and lending services.

Elias Davis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his financial career, he is involved in sports officiating, serving as a football referee with the Texas Association of Sports Officials since 2009 and as a Texas UIL basketball official since 2010. He also co-owns a bakery specializing in pies, cakes, and cookies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Pascarella is a CFP® with 20 years of experience in the financial industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for Massey Lakes Estates HOA in Houston, TX. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

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.

Marlene Fowler is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Steve Garcia is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm providing 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 using research from Wells Fargo Investment Institute and third-party sources.

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.