Samuel Guardiola is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he serves on the alumni advisory board of the Sigma Alpha Epsilon fraternity and is a certified NRA Range Safety Officer. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Edward Walker is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Houston, Texas. He serves as the Senior Resident Director of the River Oaks branch and works with high net worth individuals, corporate executives, and business owners. His typical clients are in the mid to later stages of asset accumulation, focusing on capital preservation, income generation, retirement planning, estate planning services, and wealth transfer planning. Edward Walker is a qualified Portfolio Manager who provides traditional advice and guidance while managing personalized or defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from The Ohio State University. He and his family reside in River Oaks and are active in supporting local schools as well as several local and national charitable and non-profit organizations. Edward's personal interests include boating, chess, football, interior decorating, spending time with his family, swimming, table tennis, and tennis.