Thomas Doggett Jr. is a financial advisor with Ameriprise in Katy, TX, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved as a team captain for a local tennis team. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to support clients, primarily those who maintain assets in Ameriprise-managed accounts.

Abraham Atari is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting dual-income professionals and retirees with investable assets of $500,000 or more to develop clear retirement transition plans. His approach emphasizes creating coordinated income, investment, and tax strategies that address real-life retirement challenges. Abraham utilizes a structured process that includes consultation, personal wealth analysis, strategy implementation, and ongoing monitoring to help clients with retirement income strategies, investment alignment, tax-smart decisions in coordination with tax professionals, and simplifying complex financial matters into clear plans. His expertise encompasses areas such as college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, small business strategies, and tax minimization. He holds a BBA in Finance and Supply Chain Operations from the University of Wisconsin - Milwaukee and has earned the Personal Investment Advisor (PIA) designation. Abraham is a member of Phi Sigma Kappa and is involved with The Salvation Army. Outside of work, he enjoys basketball, billiards, bowling, football, golfing, hiking, photography, spending time with his family, traveling, and writing.

Jo Stibora is a financial advisor with RBC Capital Markets in Houston, Texas, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party investment managers, with options for tax management and responsible investing.

Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.

William Henderson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he manages a high school running club, teaches spin classes at First Baptist Church, and is involved in automotive sales through Carsplus Houston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from both internal and third-party sources.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Edward Wood Jr. is a CFP® professional with 27 years of experience, currently serving at MassMutual Investors Services. He has been with MassMutual and its affiliate MML Investors Services since 1998 and 1999, respectively. In addition to his advisory role, Wood serves as a vice president at UFG Advisors, LLC and holds a position on the board of Doal Enterprises, Inc., which is involved in the sales of oil field tubular products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, collaborative planning process supported by firm-approved analytical tools.

Jarrod Hageman is a CFP® with 20 years of industry experience currently serving at LPL Financial. He has held positions at LPL Financial since 2015 and has also worked at Raymond James Financial Services and Zions First National Bank. Hageman is involved with The Noble Group, an entity related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, model portfolios, and research, along with additional services such as overlay portfolio management and participant advice programs.

Larry Selzer is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and possessing 38 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through Corporate Financial Planning agreements with employers.

Chad Peschke is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ReelWise, LLC, an entity used for office lease liability purposes. 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, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Richard Greenwood is a financial advisor at Raymond James & Associates with 16 years of industry experience. He has worked at Raymond James since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Greenwood holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Cindrell Thomas is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2001. Outside of her advisory role, she is a member of Cee G.O.A.T., LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Brittney Restivo is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 designations and two years of industry experience. She has worked at Fidelity Investments since 2023. Outside of her advisory role, her background includes diverse positions in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery, supported by oversight controls and a formal role in managing multiple registered investment companies.

Jean Wollenberg is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1992. Outside of her advisory role, she serves as Vice President and Treasurer of a family-owned electrical services company and is Treasurer of a homeowner’s association. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor plans for clients.

Rebecca Miller is a financial advisor with Morgan Stanley in Houston, Texas, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley since 2010, working within both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the investment committee for Congregation Emanu El in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Allison Cloud is a financial advisor with UBS Financial Services in Houston, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She joined UBS in 2018 after two years at Encompass Advisory Services, LLC. Outside of her advisory work, Allison hosts online and at-home parties for Busy Mom Great Nails by ColorStreet. UBS Financial Services serves a broad client base including individuals, corporations, and institutions by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocation to tailor client solutions.

Steve Moss is a financial advisor with UBS Financial Services in Katy, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he owns an LLC established for the purpose of purchasing a small plane. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Christopher Green is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets services through its global platform.

Mark Mcmillan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes a role at The Hobbit Cafe and a decade as a full-time student. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Scott Martin is a financial advisor with Merrill based in Houston, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and at Merrill since 2010. Merrill, along 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.