Shyam Bhatia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Cetera Wealth Services, and The Prudential Insurance Company of America. Outside of advising, he serves as a board member for Houston Coffee Collective, engaging with local business owners and the community. 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 strategies developed by internal and third-party investment teams.

Sarah Wiggins is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an owner of a rental property in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Maria Trevino is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Bank of America, JPMorgan Securities LLC, JPMorgan Chase Bank NA, INVERWEALTH SA de CV, and Tecnologico de Monterrey. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Dail is a financial advisor with Thrivent Investment Management in Katy, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, including prior roles at PFS Investment Inc. and Primerica Financial Services. Outside of finance, she works as a substitute tutor for SpiderSmart, providing instruction in English, reading, spelling, and writing to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various financial topics and opportunities to combine planning with managed-account services under a unified billing system.

Russell Stein is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and bringing 57 years of industry experience. He has worked at Raymond James & Associates since 2008 and was previously involved with USCA LL&B Co-Investment LP. Raymond James & Associates, Inc. is a large 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, non-discretionary investment consulting, and specialized municipal advisory services.

Mahib Shroff Hemani is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones, The Wealth Builders Group, Flowserve, and the University of Texas at Austin. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other advisory services.

Rivers Patout is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a board member of an amusement park and a passive investor in an energy minerals exploration company. J.P. Morgan Securities 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 additional broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Matthew Leatherwood is a CFP® with 18 years of industry experience, currently advising at Robert W. Baird & Co. since 2013. He is also the owner of Beck Beck Designs LLC, a non-investment related business. The DDK Group at Robert W. Baird & Co., where he works, serves individual and institutional clients with financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Jeff Jow is a financial advisor with Morgan Stanley in Sugar Land, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a director of American First National Bank and is a co-owner of Computer Station Corp. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured planning tools and scenario modeling but generally acts in an advisory capacity without offering individual security recommendations as part of standalone financial plans.

Joshua Ecroyd is Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2021. He partners with ultra high net worth families to collaboratively develop holistic plans that simplify complex financial questions, helping these families build, protect, and transfer their wealth. He has been with Fidelity Investments since 2005, progressing through various roles including Investment Representative, Financial Planning Consultant, and Vice President Financial Consultant. Prior to joining Fidelity, Joshua served as a Financial Advisor at Merrill Lynch from 2004 to 2005 and at Pruco Securities from 2002 to 2004.

Lucas Mendez is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial guidance to clients and their families. Since beginning his career in 2012 as part of Rovere-Mendez Wealth Management, he has focused on helping clients at various stages of their financial journey—from early career wealth accumulation to retirement income management. He works closely with clients to develop personalized wealth plans grounded in their individual values, goals, and priorities. His areas of expertise include college education planning, corporate executive services, equity compensation services, retirement income, tax minimization, and planning for endowments, foundations, and non-profits, among others. Fluent in both Spanish and English, Lucas holds a Bachelor's degree from the University of Houston System and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Investment Advisor (PIA) designations. He is a member of the Houston Hispanic Chamber of Commerce and contributes to the Houston Food Bank. Outside of his professional commitments, Lucas enjoys running, playing soccer, and spending time with his family.

Erica Soares is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop personalized strategies aligned with individual client goals and needs. She focuses on building long-term relationships through trust, thoughtful guidance, and consistent support. Erica has been with Fidelity Investments since 2000, holding various roles including Senior Relationship Manager, Relationship Manager, Private Access Operations Specialist, and Financial Representative. This extensive experience at Fidelity has equipped her with deep knowledge and dedication to providing personalized planning services. Outside of her professional duties, Erica enjoys cooking and baking, attending social events with friends, watching movies, listening to music, spending time with pets, and volunteering.

Donna Mckenzie Grimm is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including college education planning, legacy planning, managing new wealth, personal retirement planning, and retirement income. Donna also provides expertise in socially responsible, values-based, and ESG investing, as well as special needs planning strategies, women and wealth, individual and corporate investment strategy, and tax minimization. Donna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her bachelor's degree from Louisiana State University.

Isaac Robles is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has six years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance at Lyft, Uber, and Big Bux Bingo. He has also been involved with Lone Star College System since 2010. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lauren Wincott is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Smith is a CFP® with 33 years of industry experience currently affiliated with Fidelity. He has worked within various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

W. White is a CFP®-certified financial advisor with 18 years of industry experience, currently associated with Merrill in Houston, TX. He has been with Bank of America, N.A. and Merrill Lynch, Fenner & Smith Incorporated since 2014. 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. The firm offers both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Trent Twaddle is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and modeling techniques.

Donald Talbert is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to his current role, he was involved with Second Baptist Church for 17 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools to develop tailored financial plans.

Christie Horn is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and advisory services.