Mohammad Khan is a financial advisor at Morgan Stanley based in Houston, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Morgan Stanley in 2022. Outside of his advisory role, Khan is a partner and investor in Kasturi Food Mart LLC, a grocery store with a restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

Kordell Nolan is a financial advisor at Edward Jones in Cypress, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Edward Jones in 2026, he was with Phreesia for one year and was a franchise owner at Goosehead Insurance for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brandon Parrino is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has held positions at MassMutual Life Insurance Company and was employed by the United Football League. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also features specialized planning programs such as divorce planning and estate-settlement services.

Karen Jankowski is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Loryn Woodard is a financial advisor at Edward Jones with seven years of industry experience. She has held roles at Edward Jones since 2018 and previously worked at First Community Credit Union from 2014 to 2018. Woodard holds a Series 66 designation and is based in Houston, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Earwood Grant is a financial advisor with Stifel in Houston, Texas, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, Inc and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jorge Loyo is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Loyo also owns The MAP Initiative, LLC, an entity formed to support Primerica business activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with approximately $15.5 billion in assets under management. The firm employs model-delivery strategies developed by unaffiliated managers and provides advisory services through a large network of financial advisors.

Robert Rao is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2022, he worked at Cantella & Co., Inc. from 2015 to 2023. Outside of his advisory role, Rao is also involved as a tennis coach in Katy, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, with a range of portfolio management options and a mix of proprietary and third-party strategies.

Albert Krohn Jr. is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory work, he is a passive owner of mineral rights in Ward County, Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and implemented through a combination of in-house and third-party investment managers.

Alexander Schillaci is a financial advisor with Merrill and holds the Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his role in financial services, his background includes positions at BakerRipley and Schlitterbahn, among other diverse experiences. 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 supported by internal and third-party managers for individuals, pension plans, corporations, and charitable organizations.

Thuy Ngo is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. Before joining Edward Jones in 2019, Ngo worked in real estate at FS Realty and Lone Star Realty, and also spent two years at HD Vest Investment Services. Ngo is involved in business activities outside finance, including ownership interests in two beauty salons and a construction company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large national network of advisors and branch offices.

Robert Clawson is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and joined City National Bank in 2025. Outside of his advisory role, he is involved with ACE Offshore LLC, a pass-through entity managing deer lease payments and related expenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Salvador Cordero is a CFP® and Series 66 designated financial advisor with 11 years of industry experience. He is currently with Fidelity Investments and has held prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Massey is a financial advisor at Edward Jones with five years of industry experience. Prior to his advisory role, he worked in construction and has served in the United States Marine Corps since 2002, currently holding the rank of Major in the Individual Ready Reserve. At Edward Jones since 2020, he combines his military background with his financial career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Jay Brown is a financial advisor with Stifel in Houston, TX, holding a Series 63 designation and 57 years of industry experience. His prior work includes ten years at B. Riley Wealth Management followed by three years at B. Riley Wealth Advisors, Inc. before joining Stifel in 2025. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group. The firm’s approach includes fee-based financial planning and guidance based on forward-looking capital market assumptions.

Scott Skinner is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services Inc for nine years. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Camila Poleto Bernardi is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for CitiGroup Global Markets for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning through structured processes without individual security recommendations as part of standalone plans.

Claudia Mollerup Madsen is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services that utilize firm-approved tools and models to support client planning.

Justin Jenkins is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2011. Raymond James & Associates is a large, nationally recognized broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and investment consulting services through multiple portfolio management styles and affiliated research.

Roxana Fierro is a financial advisor with Morgan Stanley in Houston, TX. She holds a Series 66 designation and has four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. 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 using structured discovery processes and advanced modeling techniques.