Norena Kirwan is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020, following prior roles at Ameriprise Financial and other firms. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of investment management and financial planning services, utilizing manager-traded and model-traded strategies alongside internal research and technology tools.

Alejandro Garcia Du Solier is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Securities, BBVA Wealth Solutions, and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Linda Donovan is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 32 years of industry experience. She previously worked at Morgan Stanley for seven years and Citigroup Global Markets for sixteen years. Outside of her advisory role, she serves as Treasurer for the Memorial High School Girls Lacrosse Club in Houston, managing accounts payable and coach stipends. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailored investment strategies that utilize both in-house and third-party managers, along with features such as tax management and responsible investing screens.

Neil Stone is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he is an angel investor in Smart Flour Foods, a gluten-free food company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Delia Moreno is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. She has been with J.P. Morgan Securities since 2020 and also has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2009. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Sergio Corona is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at firms including New York Life Insurance, Thrivent Financial, and American National Insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Stephen Allain is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and advisory services supported by internal research, portfolio management expertise, and strategic partnerships.

Zaida Gil is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Wedbush Securities Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jonathan Soares is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has held roles at organizations including United Way of Greater Baytown Area and Chambers County, Faith Family Church, and St. Petersburg College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Polk III is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at Merrill and has a background including roles at Bank of America and experience in real estate-related businesses. Outside of his advisory work, Polk is involved as an owner in several LLCs managing real property. 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 across a range of client types including individuals, high-net-worth clients, and institutional investors.

John Carpenter IV is a financial advisor with Morgan Stanley Wealth Management in Houston, TX. He holds a Series 66 credential and has three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Regina Gust Designs and at Texas A&M University. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Nadia Berleth is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Fidelity Investments, Thrivent Investment Management, Equitable Advisors, and Lone Star College, where she has been involved for several years. She is also associated with Berleth & Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Sadia Awan is a Financial Advisor at Merrill Lynch Wealth Management, where she has supported clients since 2016. She works with individuals, executives, lawyers, business owners, and families to provide personalized wealth planning strategies aimed at building financial security and creating lasting legacies. Her client focus includes corporate executive services, family wealth management strategies, legacy planning, women and wealth, and individual and corporate investment strategies. Prior to joining Merrill, Sadia served at Barclays in Dubai, UAE. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She also completed the Accredited Certificate Program from City College of San Francisco. Outside of her professional role, Sadia is the spouse of a Navy veteran engineer and mother of two young children. She enjoys hiking, horseback riding, pickleball, reading, spending time with her family, traveling, and volunteering.

Dana Stewart is a Series 66 licensed advisor with 17 years of industry experience, currently with Wells Fargo Clearing. She has worked at various Wells Fargo entities since 2007, including Wells Fargo Advisors and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Denny Chu is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has been with J.P. Morgan since 2016 and previously worked at Wells Fargo Clearing. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Tracy Mauch is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Based in Houston, TX, she has spent her entire advisory career at the firm. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies constructed by internal and third-party managers.

Adriana Santoni is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 firm‑approved methodologies to support client financial plans.

Austin Stewart is a financial advisor at Morgan Stanley based in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, following six years at Invesco Advisers, Inc. Outside of his advisory role, Stewart owns and operates a catering business in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Lynn Rogers is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robert W Baird & Co., Incorporated, John Peterkin, and Stephens Inc. His career includes over eight years at Robert W Baird & Co., Incorporated. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Jennifer Vann is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association 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 supported by structured discovery conversations and firm-approved tools.