Shaelyn Dobson is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at SagePoint Financial since 2010. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various portfolio construction tools and providing access to third-party money managers and wrap programs.

Renee Lofland is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she volunteers as a precinct chair for the Harris County GOP, organizing get-out-the-vote campaigns in her neighborhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Ashford Fulmer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, td ameritrade, and Merrill. Outside of his advisory role, he is a partner in two real estate ventures, Opulent Oasis Realty Acquisitions LLC and Redwood Realty Acquisitions LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering access to a wide range of investment products and manager searches on a non-discretionary basis.

Nicole Boniface is a financial advisor at Raymond James & Associates with 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years before joining Raymond James in 2019. Outside of her advisory role, she is the owner of a photography business and serves as Treasurer and Board Member for the Lake Creek Royals Booster Club. 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 non-discretionary investment consulting supported by a nationwide network of advisors.

James Starnes Jr. is a financial advisor at Cetera with credentials including the Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Cetera, he worked with Totus Wealth Management and has experience as a private baseball coach. Outside of advising, he is involved in baseball coaching as an independent contractor. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Emily Agruso is a financial advisor with Raymond James Financial Services Advisors, Inc. in Houston, TX. She holds the Series 66 designation and has experience working in financial services and insurance since 2024. Her prior work includes roles at Lockton Insurance and employment at the University of Houston. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and retirement plan advisory services.

Thanh Nguyen is a financial advisor with Merrill in Spring, TX, holding a Series 66 credential and 10 years of industry experience. Prior to joining Merrill and Bank of America, Nguyen worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advisory work, Nguyen is a member of Nguyen Sisters Investments, LLC, a commercial real estate holding company, and supports her husband’s skincare business by attending industry conventions. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Sara Cebas Mc Bride is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes previous roles at Morgan Stanley, Wells Fargo Clearing, and UBS Securities LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Steve Livlanich is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement plans through a centralized consulting team.

Kimberly Latimer is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She serves on the Board of Directors for The Women's Resource of Greater Houston. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team and integrates advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kayla Connelly is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Dealerweb Inc. and Alexis Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kenneth Sprague III is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Merrill for 11 years before joining Cadence Bank and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alain Gardner is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with diversified investment approaches.

Heidi Alikpokou is a financial advisor at Morgan Stanley in Houston, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. 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 uses structured planning processes supported by firm-approved tools and modeling techniques.

David Alper is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Merrill since 2004. 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, and institutional investors.

Robert Nichols is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services with a notable inclusion of insurance-related vehicles and bank deposit sweep options.

Hector Santos is a Series 66-licensed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities LLC since 2013. He is based in Houston, TX. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Alexander Meyer is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Microsoft for six years and has academic experience from Georgia Institute of Technology and Morehouse College. He also maintains a concurrent role at Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

William Stratton is a financial advisor at UBS Financial Services in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the Literacy Council of Fort Bend County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Leonardo Duchini is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 license and two years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Strategic Financial Advisors, as well as a period with Bradley-Stinson & Associates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers these planning services either as one-time engagements or ongoing relationships, integrating planning with managed-account programs under a consolidated billing option called “WealthPlan.”