Georgina Cross is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Primerica. Her background also includes roles at BBVA Securities and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, while clients remain responsible for plan implementation and updates.

Daniel Miller is a Private Wealth Manager with Merrill Private Wealth Management, specializing in providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He works closely with families and businesses to navigate complex areas such as family wealth management, estate and legacy planning, executive compensation, retirement income, and portfolio management. Daniel collaborates with specialists from Merrill and Bank of America to deliver comprehensive financial solutions and investment insights. With over 30 years as a Houston resident, Daniel focuses on helping clients, including corporate executives, women, and non-profit organizations, meet their investment objectives through a flexible approach that adapts to changing market conditions. His professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds an Accredited Certificate from the College for Financial Planning. Beyond his professional role, Daniel actively contributes to the Houston community through volunteering with organizations such as BeaResource for CPS Kids, Big Brothers Big Sisters Greater Houston, Madison Place Home Owners Association, and Wonders and Worries. He values faith and family, spending time with his wife and two children, and enjoys outdoor activities, music, reading, and traveling.

Steven Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Bill Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 proprietary tools and market outcome simulations.

Gustavo Pigurina Sr. is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS International Inc. since 2006 and UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Devin Davidson is a financial advisor with Merrill in Houston, TX. He holds a Series 66 designation and has experience working at Bank of America, Merrill, J.P. Morgan Chase, and Wells Fargo. 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, pension plans, corporations, and charitable organizations.

William Smith is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and offering 28 years of industry experience. He has worked at Merrill since 2006 and Bank of America since 2011. Outside of his advisory role, he serves as a limited partner in a family-owned investment LLC focused on rental property management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary strategies developed by internal and third-party managers.

Roshni Choudhary is a financial advisor at Edward Jones in Houston, TX, with five years of industry experience. She holds a Series 66 designation and has worked exclusively with Edward Jones since 2020, with prior roles including positions at Potentia Analytics and Southern Illinois Miners. Outside of her advisory role, she teaches group fitness Zumba classes at the YMCA of Greater Houston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Linda Sweeten is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 66 and Series 65 credentials and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, she worked at Ameriprise Financial Services for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mark Cogdill is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2007 and at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, Mark serves as a board member and finance committee advisor for The Rise School, a nonprofit organization. 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.

Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

Maria Hurtado Florez is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Labcorp, State Farm, and The Woodlands Behavioral Health and Wellness Center. Outside of her advisory work, she has been employed as a food delivery driver for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages fund advisory services with oversight and conflict-of-interest controls.

Raheem Zare is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Emma Vanderlick is a financial advisor at LPL Financial with five years of industry experience. She has worked at LPL Financial since 2020 and has been affiliated with Amegy Bank (ZIONS Bank) since 2018. Vanderlick holds the Series 66 designation. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marcus Malonson is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he adopts a comprehensive approach to wealth management, focusing on understanding each client's unique financial objectives to craft personalized strategies. He leverages the investment insights of Merrill Lynch and the banking services of Bank of America to address various aspects of clients' financial lives, particularly serving areas such as executive compensation, endowments, foundations, non-profits, retirement planning, and sports and entertainment. Marcus brings extensive experience to his advisory role, having worked in the financial services and wealth management industry since 1994. He holds a Bachelor of Business Administration in Finance/Real Estate with a minor in Economics from Southern Methodist University, where he attended on a full athletic scholarship, graduating in 1993. He further earned his Master of Business Administration from the J.B. Fuqua School of Business at Duke University in 2004. Over the course of his career, he has obtained multiple professional designations, including CFP, CIMA, CKP, CPFA, CRPC, PIA, RBC, SE, and SE-AWMA. Marcus is actively involved in his professional community, holding memberships in organizations such as the American Leadership Forum Houston/Gulf Coast Chapter, the Center for Houston's Future, and the MLWM Black/African American Leadership Council. He also contributes to the community through involvement with the Catholic Endowment Foundation of Galveston-Houston, Houston Area Women's Center, and the SMU Cox School of Business Alumni Association. Personal interests include fishing, golfing, hunting, reading, skiing, and traveling.

Andrew Makransky is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and utilizes systematic methodologies alongside oversight of sub-advisers.

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, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.