Sarah Wiggins is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2003, with a one-year tenure at Morgan Stanley from 2009 to 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering multiple advisory programs that provide portfolio management, financial planning, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset management capabilities.

Maria Trevino is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America, JPMorgan Securities LLC, 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. The firm offers 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, holding Series 66 and Series 63 licenses and having one year of industry experience. Her prior work includes roles at PFS Investment Inc., Primerica Financial Services, and Thrivent Financial. Outside of finance, she works as a substitute tutor for SpiderSmart Katy, providing English, reading, spelling, and writing support to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, providing written recommendations without discretionary trading authority.

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 with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and maintains ownership interests in diverse businesses, including an energy minerals exploration company and a produce import and sales firm, as well as serving as a board member of a regional amusement park. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

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®-certified financial advisor with 33 years of industry experience. He has worked at Fidelity and its affiliates since 1993, currently serving at Fidelity Investments since 2025. His credentials also include Series 63 and Series 65 licenses. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of advanced methodologies such as AI and formal governance in its advisory roles.

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 in Houston, TX, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to his financial career, he was affiliated with Second Baptist Church for 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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.

Adrian Maldonado Reiley is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His background includes roles at Bank of America and several positions in hospitality and education. He has experience with Douzo Hospitality, working at Sushi Momento and Basho Japanese Brasserie. 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 individual, high-net-worth, and institutional clients.