Alejo Orvananos is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has served since 2009. He specializes in international wealth management, managing new wealth, and portfolio management services. Alejo focuses on providing strategies and investment guidance tailored to the financial objectives of individuals, families, and businesses. Alejo began his financial career in 1993 as an equity floor trader at Bolsa Mexicana de Valores with Probursa Casa de Bolsa. In 1998, he joined Banamex-Accival as Vice President of Institutional Sales Trading, advising and trading stocks for institutional clients. In 2002, he worked in New York City with Citi Private Bank, providing financial advice to ultra-high net worth clients, while completing an Executive MBA at IPADE. His expertise includes trading stocks, bonds, and options, portfolio management, hedging strategies, and investment process support. At Merrill Lynch, he holds the title of Senior Vice President and International Financial Advisor. Alejo holds a Bachelor's degree from Universidad Iberoamericana and has completed an accredited certificate program at Yale University. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional activities, Alejo is involved with the community organization JH Ranch and has personal interests in boating, cooking, and golfing.

Sonya Little is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and having 33 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she is a general partner and managing member of Kingdom Promotions, LLC, a family-held limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Prince Mayela is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners build, preserve, and manage their wealth through strategies tailored to each client's goals, values, and long-term vision. Prince focuses on areas such as 401(k) plans, IRAs, investment portfolios, equity compensation, retirement income, legacy planning, and small business strategies. Prince holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. He is a member of professional organizations including the Houston Millennials Organization, Omega Psi Phi Fraternity Inc., and the Texas Young Professionals Organization. He dedicates himself to building meaningful relationships and providing personalized guidance that simplifies complex financial matters. Outside of his professional work, Prince enjoys baseball, basketball, biking, chess, football, golfing, reading, running, spending time with his family, and traveling.

Carlos Aleman is a Financial Advisor at Merrill Lynch Wealth Management, based in the Houston Galleria area. He joined Merrill in March 2022, focusing on helping families, Big Tech professionals, and small business owners manage and grow their wealth. Carlos works with clients at various stages of their financial journey, providing guidance on retirement planning, estate planning, tax-efficient investing, wealth and risk management, business succession, alternative investments, and securities-based lending. Before entering financial services, Carlos spent several years in the technology sector, including roles at SHI, Dell Technologies, and Poly, supporting IT infrastructure needs for medium-sized businesses. He holds a Bachelor's degree from Texas A&M University and earned the Personal Investment Advisor (PIA) designation. Currently residing in Katy, Texas, Carlos lives with his wife Lauren, their two children, Tanner and Audrey, and their dog, Ellie. He enjoys spending time outdoors with his family, visiting local parks, and pursuing interests such as basketball, gardening, and following Houston sports, notably his favorite team, the Houston Rockets. Carlos emphasizes transparent communication and building lasting relationships to provide clients with the confidence to plan their financial futures.

Elizabeth Bocoum is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, retirement income, portfolio management services, and tax minimization. Elizabeth works closely with clients to uncover what matters most to them and their families, creating strategies to pursue their financial goals. With a background that combines business and psychology, Elizabeth brings a unique perspective to financial advising, focusing on understanding client behaviors and the emotional aspects influencing financial decisions. She holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Elizabeth earned her Bachelor's degree from the Texas AandM University System and an MBA from the University of Houston System. Outside of her professional work, Elizabeth enjoys camping, hiking, painting, reading, swimming, and traveling. She is also involved with the Gulf Coast MENSA community.

Elizabeth Alfaro is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America from 2015 to 2019 and had a role at Bath & Body in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 using model-based and discretionary investment strategies.

Palmer Child is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their unique goals and priorities, assisting them in developing personalized financial strategies. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Palmer holds a Bachelor's Degree from Brigham Young University - Idaho and has earned the Personal Investment Advisor (PIA) designation. He emphasizes a collaborative approach, providing ongoing advice and guidance as clients' needs evolve.

David Harkins is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 designation and has been with Merrill since 1992, also working at Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.

Jarrett Thompson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in comprehensive financial planning, focusing on mitigating taxes, managing costs, and minimizing risk for high-net-worth individuals and families. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thompson holds dual bachelor's degrees in Finance and Banking & Financial Institutions from Sam Houston State University. He carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on creating tailored wealth management plans that meet the unique needs and goals of each client while aiding in navigating complex investment decisions to achieve long-term financial stability. Outside of his professional work, Thompson's personal interests include boating, golfing, photography, and traveling. He emphasizes delivering financial clarity to his clients so they can focus on living life without the burden of managing money.

Emma Hodgson is an International Wealth Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Emma earned her bachelor's degree from Universidad Autonoma de Nicaragua. Her role focuses on providing wealth management services to clients, leveraging her expertise in international financial markets.

Keandra Hughes is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. She provides guidance on investing, retirement planning, and saving for unexpected events, and facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Keandra holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Texas Southern University. Her approach centers on uncovering what matters most to clients and their families to create personalized strategies aimed at achieving their financial goals.

Linda Gibbs is a Series 66 licensed financial advisor with Merrill in Houston, TX, where she has worked since 2000. She has 18 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Araceli Rocha is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Merrill since 1998. 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 plans, corporations, and charitable organizations.

Jack Hansen serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping families and business owners develop wealth plans that align with their life priorities, integrating guidance from Merrill's investing insights and banking solutions from Bank of America. His expertise encompasses various areas including family wealth management strategies, liquidity management, managing new wealth, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income planning. Jack provides specialized services for high-net-worth individuals, offering access to institutional-grade tools and strategies such as advanced tax strategies, concentrated equity management, estate planning, exit planning, and M&A advisory through his team. Jack holds a Bachelor's degree from the Texas State University System and professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, he engages in activities such as baseball, basketball, boating, football, running marathons, skiing, and traveling.

Luis Gutierrez Jr. is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 26 years of experience in the financial services industry. He specializes in family wealth management strategies, international wealth management, and individual and corporate investment strategy. Luis holds a bachelor's degree in Business Administration with a focus on Finance from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Outside of his professional role, Luis participates in community and faith-based organizations, including the Knights of Columbus and the Catholic Men Called to Be Saints Men's Bible Class. He also enjoys baseball, fishing, golfing, music, softball, swimming, and watching movies.

Jessica Luuong is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Merrill since 2009 and also worked at Bank of America, N.A. from 2021 to the present. 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 plans, corporations, and charitable organizations.

Sean Gentry is a Wealth Management Advisor and Managing Director leading Gentry, Masters & Associates, a wealth management team based in Houston, Texas. He joined Merrill Lynch Wealth Management in 2007 and serves as a senior partner of the team recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2023 to 2026. Sean and his team focus on providing customized strategies to business owners, corporate executives, and affluent families, managing over $1.6 billion in assets as of January 2026. Sean's expertise includes college education planning, executive compensation, family wealth management, legacy planning, liquidity management, and retirement planning, among other areas. He and his team prioritize connecting all aspects of clients' financial lives to pursue their most important goals through personalized, boutique-like services. He graduated from the University of Arkansas (Walton School of Business) with a Bachelor of Business Administration in Finance and Real Estate and holds the Certified Financial Planner (CFP®) and Personal Investment Advisor (PIA) designations. Sean is active in professional organizations such as the Certified Financial Planner Board of Standards Inc. and the Financial Planning Association. His community involvement includes support for the American Cancer Society, University of Arkansas Alumni Scholarship, and participation on the University of Houston Advisory Panel and the W.A.T.C.H. DOG Program at his children's school. In his personal life, Sean is married with two children and enjoys spending time with his family, playing golf, and hunting.

Arjun Saran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for defined benefit plans, investment consulting for defined contribution plans, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Arjun is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Business Administration from the University of Southern California and is pursuing a Master's Degree in Wealth Management from Columbia University, with an expected graduation in February 2025. Prior to his role at Merrill Lynch, Arjun provided investment advice to individuals at a leading financial services firm. Arjun resides in Houston, Texas, where he was raised. In his free time, he enjoys playing pickleball and tennis, as well as spending time with his family.

Warren White is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation and supports clients in managing their financial goals. Warren earned a Doctorate and a Bachelor's Degree from the University of Texas at Austin. His academic background underpins his expertise in financial advising within the wealth management sector.

Jeff Masters is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He is a partner on the Gentry, Masters & Associates Wealth Management Team, combining the resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank to serve his clients. Jeff has been with Merrill Lynch since 2012, focusing on managing individual wealth and offering comprehensive financial strategies tailored to his clients' goals. Jeff holds several professional certifications, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Texas Christian University and completed the educational component of his CFP® certification at Southern Methodist University. Jeff's expertise includes corporate executive services, executive compensation, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Outside of his professional work, Jeff is an Ironman triathlete who enjoys cycling, golfing, skiing, and spending time with his family. He is married to Katie, a STEM teacher at River Oaks Baptist School, and they have two children.