John Sudduth is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Blanco Canyon LLC and Comancheria Holdings LLC, the latter involving passive investing in securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Esmeralda Valarezo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at The Noble Group, Raymond James Financial Services, and Amegy/Zions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive investment tools.

David Carbajal is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial in Houston, TX. His prior roles include positions at Paul Comstock Partners and Hornor Townsend & Kent Inc. He is CEO and President of McAllister Carbajal Wealth, a support company focused on team branding. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Taylor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients' pursuit of their financial objectives. Ryan holds a Bachelor's Degree from the University of Houston System and is a Personal Investment Advisor (PIA). He is committed to serving clients by understanding their financial stories and providing guidance aimed at achieving their goals. His professional philosophy emphasizes the importance of meeting with an experienced financial advisor to develop personalized retirement strategies, regardless of the time horizon. Outside of his professional work, Ryan volunteers with organizations in the community, reflecting his dedication to service. He enjoys traveling with his family, golfing, and training for obstacle course races.

Cynthia Tanaka is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, Tanaka owns and manages wellness-related businesses in Houston, including a meditation group and educational wellness initiatives. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and market outlook models, offering comprehensive wealth management alongside its broad retail and institutional offerings.

Daniel Potter is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also leads Potter & Golden, P.C., an accounting and tax preparation firm he founded in 2006. In addition to his advisory work, Potter manages his accounting firm, where he dedicates substantial time annually. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and custodians, provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand, and operates through a large network of financial professionals.

Justin Nichols is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Baird since 2019, previously holding roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, Nichols is involved in restaurant investments and participates as a passive investor in a sports training facility and in sports broadcasting activities. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies including separately managed accounts, overlay management, and tax management, supported by internal research and ongoing manager oversight.

Jason Williams is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develops strategies to address short-, mid-, and long-term objectives. His services cover areas such as general investing, retirement planning, and saving for unforeseen events. He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stephen F. Austin State University. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies. He maintains ongoing communication to address client goals, concerns, and changing needs.

Richard Grant is a financial advisor with Charles Schwab who holds a Series 66 designation and has four years of industry experience. His background includes service in the United States Marine Corps Reserve from 2019 to 2024 and roles at various firms including Charles Schwab Bank and UPS/InSync Staffing. 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 both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nancy Tellez is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Scott Waltmon is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC since 2015. Outside of his advisory role, he serves on the board of directors for The Rise School of Houston, a nonprofit organization. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Sandra Davis is a Financial Advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Molly Ward is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ward serves on the board of Lone Oak Trust Company and is an investment committee member for the St. Luke's United Methodist Church Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through a network of representatives and third-party managers, focusing on personalized risk assessment and fiduciary services for qualified plans.

Andrew Powell is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Merrill, Bank of Texas, and NRL Mortgage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products through a platform supported by proprietary research and model-based asset allocations.

Georgina Rosal is a financial advisor with LPL Financial, holding a Series 63 designation and totaling 33 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. In addition to her advisory role, she is involved with Rosal Davie & Associates LLP, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Meghan Morrow is a financial advisor at Morgan Stanley in Houston, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model client outcomes.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Amber Wells is a Series 66-licensed financial advisor with 16 years of industry experience, currently with UBS Financial Services in Houston, TX since 2016. Her prior roles include positions at Raymond James & Associates and Morgan Keegan & Company. Outside of her advisory work, Amber is involved in managing a rental property jointly with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisory approach leverages proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk profiles.

Ning Kang is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading The Kang Group, a Houston-based team serving business owners, entrepreneurs, and families. His work focuses on clients whose wealth is tied to operating businesses, liquidity events, and long-term planning decisions. Kang's mission centers on protecting and growing the wealth of families to enable their thriving across multiple generations. With over 15 years of experience in Fortune 500 companies prior to joining Merrill Lynch, Kang brings a unique perspective to complex financial planning. His approach integrates multigenerational planning, tax-efficient strategies, succession planning, and legacy design. He holds an MBA from the University of Houston-Victoria and a bachelor's degree in Computer Engineering from Texas A&M University. Kang holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is active in the community, having served six years on the Asian Chamber of Commerce board and holding leadership roles with the Riverstone Homeowners Association and Sunrise Youth Soccer Club. Kang lives in Houston with his wife and their two children. His personal interests include golfing, reading, soccer, table tennis, traveling, and watching movies.

David Smetek is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at Sunbelt Securities Inc. and teaching appointments at the University of Phoenix and Texas A&M College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional clients and is notable for its use of systematic methodologies, AI-driven research, and a formal advisory role to several registered investment companies.