Khawaja Haris Saeed is a financial advisor at Morgan Stanley in Houston, TX, with three years of industry experience. He holds a Series 66 designation and has prior work experience with Industrial Info Resources, the Pakistan Stock Exchange, and Habib Bank Limited. Outside of his advisory role, he owns Connect 24/7 LLC, a technology business providing internet and TV services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Amad Owidi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank. Outside of his advisory duties, he serves as the executor for his brother’s estate. Raymond James & Associates 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 institutional fiduciary solutions.

Isiah Boykins III is a financial advisor with Thrivent Investment Management in Houston, TX. He holds a Series 66 designation and has over 13 years of experience, including prior work at Forvis Mazars. He joined Thrivent Financial and Thrivent Investment Management in 2025. 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 with a focus on client engagement and combines planning with managed-account programs under its WealthPlan option.

Christina Ma is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Prudential Insurance Company of America since 2014 and previously at Pruco Securities, LLC. Outside of her advisory role, Ma is a managing member of Rayma LLC, a real estate rental business based in Houston. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to various investment and insurance products through a combined advisory and brokerage platform.

Evan De Los Santos is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in the restaurant industry and held roles related to recreational sports and education at Texas A&M University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Troy Spencer is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Transamerica Financial Advisors, Inc., ProEquities, Inc., and long-term involvement with Primerica Financial Services and World Financial Group, Inc. Outside of advisory work, he serves as president and CEO of Troy R. Spencer PC, an accounting and tax preparation firm, and is trustee of a family trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Elizabeth Weyel is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Alliantgroup before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Randall Petrick is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of financial services including estate planning and investment advisory solutions.

Blake Davidson is a CFP®, PFS™, and Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera in Houston, TX. He has previously worked at Avantax Advisory Services and has over two decades of involvement with Kenneth Capital and Power Research Inc., where he serves as president and CFO respectively, overseeing accounting and financial reporting. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad range of clients including individual, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and retirement services through a network of over 10,000 advisors.

Kelly Hejtmancik Jr. is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and previously worked at NYLIFE Securities Inc. and New York Life Insurance Company from 2002 to 2017. He is also involved as president of HV Strategic Wealth Management, LLC, a firm focused on financial planning and investment management services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Franklin Guanipa Navarro is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has worked at Fidelity Investments since 2022 and was previously employed at Pruco Securities LLC and Everise. Outside of his advisory role, he is a partner in a bakery cafe called Small Cakes in Houston, where he handles business development, financial operations, logistics, accounting, and business analysis. Fidelity, through its Strategic Advisers subsidiary, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.

Jimi Shah is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked at Van Leeuwen & Company, LLC since 2016 and has been affiliated with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Johnathan Evans is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes approved tools and modeling techniques to help clients develop financial strategies.

Carlos Aleman is a Financial Advisor at Merrill Lynch Wealth Management, based in the Houston Galleria area. He joined Merrill in March 2022, focusing on helping families, Big Tech professionals, and small business owners manage and grow their wealth. Carlos works with clients at various stages of their financial journey, providing guidance on retirement planning, estate planning, tax-efficient investing, wealth and risk management, business succession, alternative investments, and securities-based lending. Before entering financial services, Carlos spent several years in the technology sector, including roles at SHI, Dell Technologies, and Poly, supporting IT infrastructure needs for medium-sized businesses. He holds a Bachelor's degree from Texas A&M University and earned the Personal Investment Advisor (PIA) designation. Currently residing in Katy, Texas, Carlos lives with his wife Lauren, their two children, Tanner and Audrey, and their dog, Ellie. He enjoys spending time outdoors with his family, visiting local parks, and pursuing interests such as basketball, gardening, and following Houston sports, notably his favorite team, the Houston Rockets. Carlos emphasizes transparent communication and building lasting relationships to provide clients with the confidence to plan their financial futures.

Caleb Liao is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he helps clients design and implement detailed financial plans aimed at pursuing their long-term goals while managing risks that could impede progress. Prior to his current position, Caleb served as a Relationship Manager and a Financial Representative at Fidelity Investments during 2021. Caleb holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial services. He focuses on developing strategies that align with clients' objectives and risk tolerance to facilitate their financial well-being.

Elizabeth Bocoum is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial plans tailored to their family needs and life transitions. With expertise in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income, Elizabeth supports clients in making informed decisions to pursue their long-term financial goals. Her background in business and psychology provides her with a unique understanding of how behaviors and emotions influence financial decisions. Elizabeth holds a Bachelor's Degree from the Texas A&M University System and an MBA from the University of Houston System. She has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is also involved in the Gulf Coast MENSA community. Elizabeth speaks English and Russian.

Ronald Meckler is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for three years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Miguel Turcios is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2012. Outside of his advisory work, he is the managing member of MAT Ventures LLC, a company involved in fixing and flipping homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs.

Shruti Sheth is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Shruti is based in Sugar Land, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.

Jay Conner is a financial advisor with MassMutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with MML Investor Service and MassMutual Life Insurance Company since 2003. Outside of advisory work, he is also active as an insurance agent. MassMutual 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, wrap and money-manager programs, and educational seminars.