Emma Vanderlick is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2020 and concurrently at Amegy Bank (ZIONS Bank) since 2018. Vanderlick attended Louisiana State University from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms such as Bank Wealth Program.

James Taylor is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to his current role, he worked at Wells Fargo Bank from 2013 to 2017 and has been affiliated with Zions/Amegy Bank since 2017. His other activities include serving as a relationship manager for wealth and fiduciary services at ZB, N.A. during securities trading hours. 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 wide range of advisory services and investment platforms, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.

Robert Shelton is a financial advisor with LPL Financial in Houston, TX, holding the CFA® designation and Series 63 license. He has 13 years of industry experience, including roles at LPL Financial since 2016 and Amegy Bank since 2012. Shelton also serves as a relationship manager at Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Taylor Miller is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2021 and has a background with Zions Bank - Amegy Bank since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services platform.

Robert Moyes is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Zions Bank, Amegy Investments, Merrill, and LPL Financial, where he has worked since 2009. Moyes also serves as a relationship manager at Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, alongside a broad array of non-advisory financial products and services.

Robert Walsh is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial in Houston, TX. He has worked at Amegy Bank and LPL Financial since 2016 and was previously with Essex National Securities, LLC from 2010 to 2016. Walsh also serves as a relationship manager for Wealth & Fiduciary Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by technology and research tools, and oversees over $819 billion in discretionary assets.

Telisa Shead is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2018 and has a long tenure at ZB, N.A. dba Amegy Bank, where she serves as Senior Vice President and Private Banking Manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Suzette Tejeda is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies tailored to pursuing their short-, mid-, and long-term goals. Her services range from general investing and retirement planning to preparing for unforeseen expenses, with additional access to Bank of America specialists in banking, credit, home financing, and small business solutions. Suzette holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her High School Diploma/GED from Glenbard North High School. Her approach centers on uncovering what matters most to clients and their families to create meaningful financial strategies.

Trecci Simmons is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2018, Simmons worked at Morgan Stanley and held roles in student financial advising and residence life at Stephen F. Austin State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with support from advanced operational and research tools.

Michael Walsh is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Frost Brokerage Services and Frost Bank for six years, and at SunTrust Advisory Services and related entities for four years. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Rebecca Hensley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. Her career includes positions at TD Ameritrade, UBS Financial Services, Morgan Stanley, Wells Fargo Clearing, and Stephens. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.