Fred Easter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2021, he spent 12 years with Securities America Advisors, Inc. In addition to his advisory work, he plays the trumpet in a music group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Citlalli Orduna is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley Smith Barney LLC in 2019, she worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Wells Fargo Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Dat Dao is a financial advisor at Edward Jones in Houston, TX, with 17 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory role, Dao volunteers with the Sam Houston Area Council of the Boy Scouts of America, where he teaches the Personal Management Merit Badge and serves on several district committees. 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 nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Katrina Butler is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of her advisory role, she works as a sales consultant for Scentsy. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Emilio Pineda Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill and Bank of America for 18 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ashish Patel is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He is currently affiliated with OSAIC and also serves as President of Ethos Wealth Planning, LLC, a financial planning firm focused on investments and insurance. His prior experience includes roles at Woodbury Financial Services, ShareBuilder 401K, Capital One, and Chase Investment Services. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to construct diversified portfolios.

Michael Douglass is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 and specializes in helping clients build wealth management strategies tailored to their individual needs. His approach involves listening carefully and assisting clients in making informed decisions as they develop their financial plans. Michael holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Klein High School and attended Stephen F. Austin State University without completing a degree.

Robert Brotemarkle is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, where he has worked since 2017. He has eight years of industry experience and previously spent ten years with the Cypress Fairbanks Independent School District. Outside of his advisory role, he serves on the finance committee of the Cy Fair Educational Foundation and is a soccer referee on select weekends. 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 provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branches.

Michael Satterwhite is a financial advisor with OSAIC based in Houston, TX, holding a Series 63 designation and with 36 years of industry experience. His career includes roles at Royal Alliance Associates, Inc., LPL Financial, and National Planning Corporation. He also maintains a CPA designation, which he uses as a tool to assist in serving investment clients. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Jennifer Benbow is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Dartmouth College from 2015 to 2021. She also serves as a trustee or co-trustee in a trust-related capacity outside of her advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad array of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Brian Heitshusen is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages a real estate rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Amy Moncla is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Tokyo Electron, Steel Advertising, Austin Landmarks, Keeper Collection LLC, and The University of Texas at Austin. Outside of her advisory work, she has experience with Camp Mystic. 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 utilizes structured planning processes supported by proprietary tools and economic models.

Jesse Anglin is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Kyle Flodder is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Equitable Advisors since 2008, previously associated with AXA Advisors, LLC. Outside of his advisory role, he serves as Managing Director of Client Strategies at Flodder Financial Group, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Deborah Bauer is a financial advisor at UBS Financial Services with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Bauer serves on the boards of the Periwinkle Foundation and Ronald McDonald House Houston, both organizations supporting children with serious illnesses. She has also held leadership roles with the Houston Junior Woman's Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad suite of capital markets and financial planning services.

Scott Ashmore is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning and investment consulting through various advisory programs.

Daniel Olano is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Morgan Stanley, having joined in 2025, and previously worked at Ameriprise and Northwestern Mutual. Outside of financial services, Olano has worked with the YMCA and the University of Houston. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate agreements.

Diana De Leon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Keith Draehn is a financial advisor at Charles Schwab with 28 years of industry experience. He has been with Charles Schwab since 1997 and has worked at Charles Schwab Bank since 2005. He holds the Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Harold Lynde III is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, Lynde serves as Chairman of the Board for the Houston Furniture Bank, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.