Ben Rickhuss is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with ultra-high-net-worth individuals and their families to guide conversations around growing, preserving, and transferring wealth. He focuses on delivering a personalized, high-touch service experience aligned with each client's goals and preferences. Ben has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Senior Relationship Manager. His experience centers on wealth management and client relationship development. Outside of his professional responsibilities, Ben enjoys concerts, fishing, music, outdoor adventures, soccer, and traveling.

William Hawker is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include tenures at Merrill from 1998 to 2008 and Wells Fargo Clearing from 2016 to 2026. He also owns and operates Hawker Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with banking, lending, and trustee services through a network of financial advisors.

Abryn Neal is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and TIAA prior to joining Morgan Stanley in 2019. Neal holds Series 63 and Series 65 credentials and is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Daniel Cantu is a financial advisor at Morgan Stanley in Houston, TX, holding the Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling over 15 years in the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.

David Hills is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses with 17 years of industry experience. His prior roles include positions at Bessemer Trust, JPMorgan Chase Bank, N.A., and Chase Investment Services Corp. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

Ethan Sonnier is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of finance, he has experience in the food service industry, including a role at Juicy Crawfish. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies and is notable for its extensive retail advisor network and affiliated financial services.

Barry Smith III is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2020. Prior to his advisory career, he worked at the University of Houston from 2015 to 2018. Merrill, alongside 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rebecca Bollich is a Series 66-licensed financial advisor with J.P. Morgan Securities in Houston, TX. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Outside her advisory role, she has been involved with Tulane University’s Department of Campus Recreation and previously with the Rothko Chapel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and both quantitative and qualitative research.

Jonathan Wilder is a financial advisor at Edward Jones in Houston, TX, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as an Assistant Operations Officer in the United States Army Reserves, assisting with planning operations for a unit of approximately 55 personnel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Diamond is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has worked at MassMutual Life Insurance Company and MML Investors Services since 2011, and previously at Osaic FA, Inc., Fisher Investments, and Fidelity. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop client recommendations focused on investment categories and strategies.

Matthew Nelson is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with local individuals and their families to develop and implement comprehensive financial plans tailored to their unique circumstances and goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Matthew's professional experience includes positions at Wells Fargo as a Premier Banker from 2018 to 2021, and at JP Morgan Chase where he held the roles of Branch Manager, V.P. from 2015 to 2016 and Relationship Banker from 2011 to 2015. He holds an Arkansas Insurance License.

Najera Rogers is a financial advisor at Morgan Stanley in Houston, TX, with nine years of industry experience. She holds the Series 66 designation and previously worked at Jackson National Life Insurance Company and Fisk University. Outside of her advisory role, she owns a branding company called Boss Brands Consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured financial planning tools and diverse investment programs.

Pete Nguyen is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies supported by internal and third-party management teams.

George Devassal is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. He is based in Houston, TX. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual 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 financial advisors and specialized planning groups.

Dago Nunez Nieto is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop and implement comprehensive financial plans addressing both short-term needs and long-term financial goals. In his current role, he utilizes Fidelity's platforms to offer tailored financial solutions in collaboration with his team. Dago has extensive experience within Fidelity Investments, having held multiple positions since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects his broad understanding of financial services and client relationship management. Outside of his professional work, Dago has interests in fitness, movies, music, soccer, and traveling.

Lester Saathoff is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following six years at A. G. Edwards & Sons, Inc. prior to that. 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 and offers both brokerage and advisory solutions through a large network of financial advisors.

Jonathan Al Sahli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and is a partner in a family residential remodeling business. He holds Series 63 and Series 66 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Andres Ramirez is a Private Wealth Manager at Merrill Private Wealth Management. In this role, he focuses on managing the financial assets and wealth of his clients. Details regarding his experience, areas of expertise, education, credentials, personal interests, or community involvement have not been provided.

Marina Ageyeva is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the ChFC® designation and licenses including Series 63 and Series 65. Her career includes roles at firms such as New York Life Insurance Company, Eagle Strategies, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm’s investment approach often involves model-driven portfolios developed by internal and third-party strategists, complemented by access to financial planning, third-party asset managers, and affiliated trust and insurance services.

Gregory Lamm is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns a tax preparation business, Gregory A Lamm, PC, based in San Antonio, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.