Lauren Fleming is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Container Store and Wilhite and Associates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Tri Nguyen is a financial advisor with LPL Enterprise holding a Series 66 designation and based in Houston, TX. Nguyen has no prior experience in the financial industry but has worked in various roles at companies including Liberty Precision Company and MSC Mediterranean Shipping Company. Outside of finance, Nguyen is involved with Li Beauty House Skincare Spa, a business they have been associated with since 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with other financial product sales.

Kimberly Koydemir is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Maren Boudra is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at UBS Financial Services since 2009, with a brief period at MDB Consulting LLC in 2021. Outside of her advisory role, she is the founder and owner of Aria Design Inc., an interior design business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

Morgan Larousse is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley for 13 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering tailored advice supported by proprietary research and model-based asset allocations.

Sharon Ward is a financial advisor at Ameriprise with 47 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Christopher Totten is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities LLC and USAA in various advisory roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing portfolio management, financial planning, and brokerage services.

John Mott is a financial advisor at Morgan Stanley in Houston, TX, with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Alison Daley is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and with 16 years of industry experience. She has been with Robert W. Baird & Co. since 2006. Outside of her advisory role, Daley serves as treasurer for Big Fella Classic Inc., managing funds raised for charitable organizations, and advises the Peoria City Council as a member of the Downtown Advisory Commission. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a broad client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Scott Hurwitz is a financial advisor with LPL Enterprise, holding a Series 66 designation and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform combining adviser programs with product sales.

Sonya Little is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and having 33 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she is a general partner and managing member of Kingdom Promotions, LLC, a family-held limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Marcellus Davis is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Emma Biasotti is a financial advisor with Fidelity Investments based in Houston, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, she was involved in various entrepreneurial and community-focused activities, including managing EM's Lash Lounge, teaching at Pearland School of Music, and operating Zen Kids Yoga. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios utilizing mutual funds, ETFs, and ETPs.

Richard Pfeil is a CFP® and Series 66 designated advisor with Robert W. Baird & Co., where he has worked since 2013. He has 22 years of industry experience. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and strategic partnerships.

Mark Dirou is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with LPL Financial in Houston, TX. His career includes roles at Cadence/Huntington Bank, Truist Investment Services, Amerant Investments, CiTIGROUP, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.

Prince Mayela is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners build, preserve, and manage their wealth through strategies tailored to each client's goals, values, and long-term vision. Prince focuses on areas such as 401(k) plans, IRAs, investment portfolios, equity compensation, retirement income, legacy planning, and small business strategies. Prince holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. He is a member of professional organizations including the Houston Millennials Organization, Omega Psi Phi Fraternity Inc., and the Texas Young Professionals Organization. He dedicates himself to building meaningful relationships and providing personalized guidance that simplifies complex financial matters. Outside of his professional work, Prince enjoys baseball, basketball, biking, chess, football, golfing, reading, running, spending time with his family, and traveling.

Elizabeth Ashmawee is a financial advisor with Charles Schwab in Houston, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Charles Schwab and its related entities since 1993. Outside of her advisory role, she owns a rental property in Houston. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios, supported by a centralized operational and custodial structure.

Mark Latawiec is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns and manages rental storage units through an investment-related LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services that include both discretionary and non-discretionary options tailored to plan objectives and demographics.

Carl Scarbrough is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 21 years of industry experience. His prior work includes 13 years with Metropolitan Life Insurance and over a decade with MassMutual Life Insurance Company. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative planning process supported by firm-approved analytical tools.

Bart Reese is a CFP® professional with 34 years of industry experience, currently serving with Stifel since 2019. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a partner in Texas Outdoor Specialties LLC, which provides recreational outdoor activities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.