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.

Mikel Ham is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2009, currently serving in his roles since 2015 and 2017 respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory services and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Bryan Smith is a financial advisor at Mass Mutual Investors Services in Houston, TX, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, LLC from 2014 to 2016. Bryan serves as Board Secretary for Brazos Valley Guardianship Services and as a Board Member for Be An Angel. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based planning using firm-approved analytical tools and serves a diverse client base including high-net-worth individuals.

Brent Howard is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with RBC Capital Markets since 2015 and has also worked at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Cort Crawley is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Bigge Crane and Rigging Co. and Stronghold Ltd., as well as a four-year tenure at the University of Mary Hardin-Baylor. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate agreements.

Darrell Pesek is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Robert Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’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, separately managed accounts, and custody services, supported by internal research and tools such as artificial intelligence in client advice.

Tereza Alvarado Pineda is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager. In her work, Tereza focuses on building and maintaining strong relationships with clients by understanding their priorities and collaborating to develop flexible financial plans that accommodate changes in their lives.

Samuel Valerio is a financial advisor with LPL Financial in Katy, TX, holding the Series 63 and Series 66 credentials and possessing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Valerio is also involved in insurance sales through various carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party providers.

Nick Schmidt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques to assist clients in developing their financial plans.

Shavon Kelley is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. Prior to joining Morgan Stanley in 2025, Kelley worked at Bank of America N.A. for five years and at Merrill for 17 years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools backed by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Brian Turpen is a CFP® with 20 years of experience and currently serves as a financial advisor at Raymond James Financial in Houston, TX. He previously worked at Cuna Brokerage Services, Inc. and is an officer and vice president at First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored advice and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joshua Dragosavljevic is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience in various other sectors. 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 financial planning services supported by structured discovery processes and firm-approved planning tools.

William Propper III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Concourse Financial Group Securities Inc and 3 Mark Equities Inc. He also serves as president of 3 Mark Financial Inc, where he is involved in recruiting and marketing activities. He is additionally engaged in brokerage of life settlements and offers annuity products and life settlements through affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, offering various program structures and custodial relationships.

John Babu is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has nine years of industry experience. He previously worked at Avantax and Principal Securities Inc., and has served as Managing Member of JJB CPA Group PLLC, providing accounting, tax, and financial consulting services. In addition, he is involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and accesses third-party money managers.

Odon Lopez is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Merrill. Outside of his advisory role, he holds power of attorney for a non-investment-related entity. 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 employs model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Dawson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked at Ecolab and PwC before joining Morgan Stanley in 2018. Dawson has been part of Morgan Stanley Private Bank since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Jordan Powell is a financial advisor with Charles Schwab who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as a position as a substitute teacher within Klein Independent School District. Powell has also worked in athletic and retail environments early in his career. 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, combining non-discretionary client guidance with access to discretionary separately managed accounts and a formal alternative investment program.

Shane Theriot is a CFP® designated financial advisor with Edward Jones in Katy, TX, and has eight years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jeffery Van Wart Jr. is a Series 66-credentialed financial advisor with two years of industry experience, currently with Cambridge Investment Research Advisors since 2025. His prior work includes roles at King Capital Advisors, Brady Machine Works, and Hammer Trading. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible investment implementation options.

Michael Peschke is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he serves as a fill-in pastor on Sundays for churches in need through the Trinity Conference of the Global Methodist Church. 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 range of portfolio management styles and affiliated research.