Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

Ramiro Dominguez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, PHP Agency, and Aflac. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and incorporating ESG criteria where applicable.

Kristin Devalerio is a financial advisor at J.P. Morgan Securities in Houston, TX, with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates a range of investment strategies, including ESG considerations.