David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is also a specially qualified Senior Portfolio Advisor, providing clients with traditional financial advice and tailored investment strategies. John draws from his experience to build and manage custom investment portfolios, selecting from Merrill Lynch Wealth Management model portfolios and third-party investment strategies. In his role within the firm’s Investment Advisory Program, he may manage client strategies on a discretionary basis. With 24 years of experience in the securities industry, John joined Merrill Lynch in 2015. He offers a broad range of wealth management solutions based on client risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. John holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Houston. A native Houstonian, John is an active member of the West University community, where he resides with his wife and their two sons. He is committed to community involvement, dedicating time to volunteer with local organizations. Outside of work, his personal interests include baseball, fishing, and hunting.

David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Lewis Metzger is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and having 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Metzger serves as president and board member of the Ivan Carter Wildlife Conservation Alliance and is involved in ranching through Wolf Springs Ranch LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Linda Dawson is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning utilizes structured discovery conversations and proprietary tools, with a focus on advisory services rather than direct security recommendations.

Ingrid Raad is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, and previously at Northern Trust from 2015 to 2018. Raad holds Series 63, Series 65, and Series 66 licenses. Outside of advisory work, she is involved as an officer in a real estate investment entity based in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm uses structured planning tools and modeling techniques to assist clients, managing approximately $2.74 trillion in assets.

John Ragsdale is a Series 66-credentialed financial advisor with Edward Jones, based in Houston, TX. He has 17 years of industry experience and has been with Edward Jones for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Cetera and its related entities since 2016, following a prior role at Foresters Financial Services. He is based in Houston, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with flexible program structures and multiple investment manager options.

Bonnie Akiri is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has been with Fidelity Investments since 2000, serving in various roles including Financial Consultant, Regional Consultant, and Premium Service Representative. Prior to Fidelity, Bonnie worked as an Investment Consultant at Citizens Financial Services Inc and as a Branch Manager at Citizens Bank. Bonnie helps clients work toward financial security and peace of mind by creating thorough, well thought-out financial plans aimed at mitigating risk. She holds insurance licenses in both Arkansas and California. Outside of her professional work, Bonnie enjoys board games, concerts, family activities, and puzzles.

Andrea Nelson is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1993 to 2009. Nelson holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as executor and trustee for several estates and trusts. Morgan Stanley Wealth Management provides a broad range of advisory services 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, with advisory services focused on planning rather than individual security recommendations.

Jalin Casares is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sairon Tekleab is a Financial Consultant at Fidelity Investments, where he has been employed since 2007. He currently partners with clients to develop flexible and customizable financial plans tailored to individual and household needs, utilizing the resources available at Fidelity Investments to assist clients in working toward their financial goals. His tenure at Fidelity Investments includes multiple roles with increasing responsibility, such as Investment Consultant from 2017 to 2019, Private Client Relationship Manager from 2012 to 2017, and various positions in retirement services and client support dating back to 2007. This extensive experience provides him with a broad understanding of financial consulting and client relationship management. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Kasadi New is a financial advisor at Edward Jones with nine years of industry experience and a Series 66 designation. Kasadi has worked at Edward Jones for a total of eight years, with prior roles at Woodmen of the World Life Insurance Society and experience in small business operations, including co-running a food service business. Outside of financial advising, Kasadi occasionally works as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branches, as well as its affiliated financial services beyond advisory, including a trust company and proprietary investment products.

Erik Kingshill is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads The Kingshill Group. He focuses on addressing client needs in education, retirement, estate, and survivor planning, and serves as a Portfolio Manager overseeing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Erik holds the CERTIFIED FINANCIAL PLANNER® certification and has been a Certified Public Accountant since 1990, although he does not provide tax advice as an employee of Merrill. Before joining Merrill Lynch in 2001, he accumulated 13 years of experience in Big Four Public Accounting and industry, including a role as Director of Financial Planning & Reporting at a billion-dollar international Fortune 500 company. He earned his bachelor's degree from the University of Houston. Outside of his professional responsibilities, Erik participates in the Prison Entrepreneurship Program and enjoys activities such as bowling, chess, golfing, hiking, music, reading, softball, tennis, traveling, and spending time with his family.

Christopher Copley is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked for TD Ameritrade Investment Management and TD Ameritrade Inc. from 2014 to 2024 before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by centralized supervision and an integrated operational structure.

Albin Guillot III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding the CFP® and ChFC® designations and possessing 24 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining MassMutual Life Insurance Company and later Mass Mutual Investors Services. Outside of his advisory role, he is a freelance writer focused on raising awareness of fallen U.S. armed service members and serves as a digital ticketing ambassador for NFL games. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using a collaborative, software-driven approach to deliver written recommendations without discretionary authority.

Robert Pulliam is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at SWBC Mortgage Corporation and Hilton College Station. He is also involved with Geaux Sooners, LLC DBA Luminate as part of his advisory business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Donna Kelly is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with DPK Land Development LLC and DPK Engineering LLC, engaging in land development and engineering activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by a structured planning process and firm-approved tools.

Gregory Kroencke is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including the Morgan Stanley Private Bank since 2015. Kroencke serves on the board and investment committee of the St. Thomas High School Foundation, which supports scholarships and school programs. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning supported by structured discovery processes and firm-approved tools, with a broad spectrum of investment and planning services.