Britt Ester is a financial advisor with Ameriprise in Dickinson, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is employed at DGW Worldwide, LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team.

Ty Pratt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, he was briefly with Kestra Financial, Inc. and worked for Caddo Parish Schools/Louisiana State University for ten years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and economic modeling.

Lourdes Rosales is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and two years of industry experience. She has been with Morgan Stanley since 1994. 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 employs structured planning tools and modeling techniques to support its financial planning process.

Jeanna Morgan is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her previous roles include positions at JPMorgan Chase Bank NA and JP Morgan Securities, LLC. Morgan Stanley Wealth Management provides a broad range of 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 employs structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Tate Lowe is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member of Well Lived Wealth, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a combination of in-house and third-party advisory models to tailor investment solutions for its clients.

Mason Holt is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors, and his background includes roles in education and nonprofit work, such as involvement with Kids Meals Inc. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kendall Doxey is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2019, he worked at Thomas Markle Jewelers and was affiliated with the University of Houston. He is also involved with Geaux Sooners, LLC DBA Luminate, where he participates in client meetings, handles client requests, and leads the financial planning department. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources. The firm’s approach includes a centralized team that produces written recommendation reports and ongoing advice tailored to clients approaching or in retirement.

Carlos Vaquero is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies that align with their long-term goals. Carlos leverages access to Merrill’s investment insights along with the banking and lending solutions of Bank of America to help clients manage their wealth in a changing market environment. His areas of expertise include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Carlos holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Houston System. Carlos also participates in community volunteering in line with Merrill’s tradition of engagement in the communities it serves.

Mark Selldin is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Evans is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Morgan Stanley, having held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020. His previous experience includes positions at Bank of America, Merrill, and Neuberger Berman. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenario modeling.

Sara Feizabbasi is a financial advisor at Merrill in Houston, TX, with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ashley Kneisly is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2006 to 2009. Outside of her advisory role, she is the owner of Little Laxers LLC, a business focused on teaching young children how to play lacrosse. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

Timothy Holloway is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Holloway also serves as a FINRA arbitrator in New York, a role he has held since 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a variety of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Scott Ecklund is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to joining Morgan Stanley, he worked at Vacations To Go for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Luis Molina is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing and Asarco LLC. Molina serves on the board of PALS, an organization involved in community events through St Cyril Of Alexandria School in Tucson, Arizona. 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 incorporates structured discovery and firm-approved tools, and it serves clients through both direct individual plans and Corporate Financial Planning agreements.

Leslie Diaz is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1999. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hector Escamilla is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Golden Grape Entertainment Group and IDEA Public Schools. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and research.

Lita Saavedra is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2016, following a 23-year tenure at Merrill. 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 offers services through structured planning processes utilizing firm-approved tools and investment modeling techniques.

Caryn Gold is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 11 years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Leumi Investment Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

M Adnan Aziz is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, N.A. and Morgan Stanley Private Bank. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.