Sarah Cuddy is a financial advisor at Robert W. Baird & Co. in Houston, TX, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Robert W. Baird & Co. since 2015 and previously spent five years at Merrill. Outside of her advisory role, she is an equine owner and lessor. She 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 variety of financial planning and portfolio management services supported by in-house research and investment tools.

Julie Martinez is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Next Financial Group Inc, Visionary Asset Management, Ameriprise, and Stanford Group Company. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Mc Adams is a financial advisor at Merrill in Houston, TX, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at Nylife Securities LLC, New York Life Insurance Company, and Fidelity Investments. Outside of finance, he has experience working in the restaurant industry with roles at Frogs Bar and Grill and Dead Freddie's Island Grill. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ana Paola De La Parra Goldbaum is a Series 66 licensed advisor with J.P. Morgan Securities in Houston, TX, with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024 and previously was involved with Asociación Gilberto A.C. from 2015 to 2020. 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 within a non-discretionary program.

Garrett Maddox is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Webster, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alexander Nuno is a financial advisor at LPL Financial in Houston, TX, holding Series 63 and 66 licenses with 27 years of industry experience. His prior work history includes roles with First Horizon Bank, BOK Financial Securities, Comerica Securities, Amegy Investments, and Citigroup Global Markets, among others. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad network of investment adviser representatives providing both discretionary and non-discretionary advice.

Neeraj Parasher is a Financial Advisor with Merrill Lynch Wealth Management's TSPN Wealth Management Team since 2024. Prior to joining Merrill Lynch, he served as COO and CCO at FolioBeyond LLC, a Registered Investment Advisor specializing in fixed income products, where he contributed to the launch of RISR, the firm's inverse bond ETF. His career background also includes roles as COO at multiple hedge funds and earlier experience as an oil products trader with Mobil Oil and a power trader and marketer with PSEG. Neeraj holds a Bachelor's Degree from Lehigh University and a Master's Degree from the London School of Economics and Political Science. He has earned the Personal Investment Advisor (PIA) designation. Raised in New Delhi, India, and Jakarta, Indonesia, Neeraj pursues personal interests such as cooking, hiking, horseback riding, traveling, writing, and yoga.

Rosalinda Ocando Garcia is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She worked at Titleist Asset Management, Ltd. for three years prior to joining Merrill in 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Christopher Malmevik is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018 and Raymond James & Associates from 2016 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lawrence Willis III is a financial advisor with Primerica Advisors in Bellaire, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to his financial services career beginning in 2015, he served with the Lafayette Parish Sheriff Department for 12 years. He is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Christopher Craig is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies that align with their unique financial goals. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, and tax minimization. Mr. Craig holds a Bachelor's Degree from the University of Oklahoma and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides ongoing advice to clients, adapting their portfolios as their situations change to help them pursue their financial objectives. Outside of his professional work, Christopher Craig is involved with the Juvenile Diabetes Research Foundation (JDRF) in Oklahoma. His personal interests include cooking, football, golfing, pickleball, spending time with his family, and watching movies.

Barnet Fishbein is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, capital markets services, and fiduciary financial planning.

Stephen Jones is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has 18 years of industry experience, including prior work at AXA Advisors, LLC. His outside business activities include various insurance and brokerage contracts. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and firm-sponsored advisory solutions.

Elliott Evans is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009, following earlier roles at Merrill and Citigroup Global Markets. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Donald Coon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 utilizes structured planning tools and outcome modeling in its financial planning process.

Jacob Atkinson is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, AXA Advisors, and Equitable Advisors. Outside of his advisory role, he manages an independent advisory business, Tiras Wealth Management LLC, where he serves as a client service paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Bradley Garrett is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, following a prior role at Mercedes-Benz of the Woodlands. 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 supported by firm-approved tools and strategies.

Sharon Robles is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lynn Schriber is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 47 years of industry experience. Prior to joining Morgan Stanley, she worked at Citigroup Global Markets from 1993 to 2009. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 that incorporate firm-approved tools and investment modeling techniques.

Alvaro Munoz is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with BBVA-related firms including BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., BBVA Wealth Solutions Inc., and Compass Bank from 2009 through 2021. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning is based on structured discovery conversations and proprietary tools, serving clients through both direct and employer-sponsored plans.