Elese Leblanc is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has worked as an independent beauty consultant for Mary Kay, engaging in cosmetic sales through various marketing activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and utilizes tools such as Monte Carlo simulations to model financial outcomes.

Elizabeth Worsnop is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Terry Kelly is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Invesco Advisers, Inc. and A I M Distributors, Inc. before joining Merrill in 2019. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Bridges is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Outside of his advisory role, he owns Texas Gulf Adventures, a boat-for-hire business specializing in chartered fishing trips. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering a range of advisory, brokerage, and insurance solutions. Their retirement-income service uses a combination of research, modeling, and tax analysis to provide tailored, non-discretionary recommendations.

Samuel Burton is Vice President and Branch Leader at Fidelity Investments. In his role, he leads a team of financial professionals dedicated to providing exceptional client experiences and assisting individuals in pursuing their financial objectives. Samuel has experience in various positions at Fidelity Investments since 2014, including Vice President and Regional Planning Consultant (2021-2026), Managed Solutions Consultant (2019-2021), Fixed Income Specialist (2017-2019), Retirement Solutions Representative (2015-2017), Investment Solutions Representative (2015), and Financial Representative (2014-2015).

Jamie Forgy is a financial advisor with Raymond James & Associates in Houston, TX. He holds the Series 66 designation and has professional experience primarily in real estate, including roles at Century 21 Realty Partners and Perry Homes before joining Raymond James. His real estate license is currently active but not in use. 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 broad range of portfolio management styles and affiliated research.

Matthew Bowman is a financial advisor with Morgan Stanley in Houston, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Jonathan Bergeron is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Shell Oil Company from 2013 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling tools.

Cheri Payne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services from 2010 to 2024. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Ward Pendleton is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is involved with the Rotary Club of Sugar Land Texas International Service. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Jennifer Salvato is a financial advisor at Cetera with nine years of industry experience and a Series 66 designation. She has worked with Cetera and its related entities since 2013 and operates Salvato Design Services, a business she has managed since 2010. In addition to her advisory role, she serves as the finance chair for the Women’s Ministry Board at Holy Covenant United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and investment management options.

David Wicker is a Planning Consultant at Fidelity Investments, where he is part of a wealth management team focused on developing customized financial plans tailored to meet the unique needs of families. In his role, he collaborates with clients to build and enhance financial strategies aimed at achieving their financial goals. David has held multiple positions at Fidelity Investments since 2021, progressing through roles including Launch Associate, Planning Associate, and several levels of Workplace Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo from 2020 to 2021. Outside of his professional work, David has interests in cars, football, golf, music, and social events with friends.

Alejo Orvananos is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has served since 2009. He specializes in international wealth management, managing new wealth, and portfolio management services. Alejo focuses on providing strategies and investment guidance tailored to the financial objectives of individuals, families, and businesses. Alejo began his financial career in 1993 as an equity floor trader at Bolsa Mexicana de Valores with Probursa Casa de Bolsa. In 1998, he joined Banamex-Accival as Vice President of Institutional Sales Trading, advising and trading stocks for institutional clients. In 2002, he worked in New York City with Citi Private Bank, providing financial advice to ultra-high net worth clients, while completing an Executive MBA at IPADE. His expertise includes trading stocks, bonds, and options, portfolio management, hedging strategies, and investment process support. At Merrill Lynch, he holds the title of Senior Vice President and International Financial Advisor. Alejo holds a Bachelor's degree from Universidad Iberoamericana and has completed an accredited certificate program at Yale University. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional activities, Alejo is involved with the community organization JH Ranch and has personal interests in boating, cooking, and golfing.

Joshua Moore is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following five years at LPL Financial. In addition to his advisory role, he manages an advisory business as Client Service Manager at Tiras Wealth Management LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William Goldberg is a CFP® with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2012. He holds the Series 63 and Series 65 licenses and is based in Houston, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

Eponine Winegar is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked in various roles, including at WebWeevil.com LLC and VillaSport Athletic Club and Spa. 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 broad range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Brandi Tanksley is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2014. 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 investors, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Robert Strange is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of finance, he owns and operates O-Face Productions, a live music production and equipment rental business, and performs with the band Adrenaline. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Steven Nelson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Next Financial Group Inc. for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.