Lindsay Prewitt is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families navigate financial decisions by centering strategies on their core values and evolving priorities. Lindsay has expertise in areas including college education planning, retirement income, philanthropic planning, taxation minimization, and portfolio management. She also provides specialized services for endowments, foundations, non-profits, and addresses needs in LGBT wealth planning and managing new wealth. Prior to her financial services career, Lindsay worked in education, which enriched her approach to client relationships through patience, communication, and empowering others. Lindsay holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned her degree from the University of Texas. Outside of her professional work, she engages with Houston's arts and cultural communities and enjoys golfing, pottery, running marathons, and yoga.

Federico Rojas is an International Wealth Advisor with Merrill Lynch Wealth Management, based in the Houston Galleria office. He has been in his current role since 2001 and has worked as a Financial Advisor since 1997. Federico holds a Master's degree from Tulane University and a Bachelor's degree from Universidad de Costa Rica. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Federico spends time with his wife and three children and enjoys playing tennis and golf.

Juan Romo is a Private Wealth Advisor with Merrill Private Wealth Management. In his role, he provides personalized investment advisory services to high-net-worth clients. He holds the professional designation of Personal Investment Advisor (PIA). Juan earned a Bachelor's Degree from Arizona State University and completed a Master of Business Administration (MBA) at the Thunderbird School of Global Management.

Spencer Clift is a Financial Advisor based in Dallas, providing strategic guidance for affluent professionals and families. He works with clients approaching retirement to develop personalized strategies aimed at helping them pursue their financial goals with confidence. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Spencer takes the time to understand each client's unique circumstances to offer tailored advice, combining resources from Merrill Lynch Wealth Management and Bank of America. He holds a Bachelor's Degree from Bryant College and the Personal Investment Advisor (PIA) designation. Outside of work, Spencer enjoys camping, golfing, hiking, and reading.

Eric Gadonneix is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial guidance since 2022 as a member of Mendez Wealth Management. He works with clients and their families to develop personalized financial strategies tailored to their unique goals, whether they are early in their careers or retired and relying on income from their assets. Eric’s areas of expertise include education planning, family wealth management strategies, philanthropic planning, retirement income, and portfolio management services. He focuses on addressing a range of financial matters such as managing new wealth, planning for charitable giving, and preparing for retirement income needs. His professional designations include Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). He holds a High School Diploma from Conroe ISD. Outside of his professional responsibilities, Eric enjoys hiking, swimming, traveling, and watching movies.

Tom Hansen is a Wealth Management Advisor and the head of the Hansen Group at Merrill Lynch Wealth Management. With over 30 years of experience at Merrill, he leads a seven-person executive team that serves clients with a broad range of services including wealth planning, fiduciary investment management, private banking, mergers and acquisitions, personal and business lending, family wealth advice, and trust and estate services through Bank of America. Tom specializes in family wealth management strategies, personal retirement planning, and retirement income. He utilizes Merrill's proprietary Personal Wealth Analysis™ to create customized financial plans tailored to clients' goals and aspirations. He focuses on helping clients achieve a work-optional lifestyle and approaches retirement planning with the perspective that the traditional concept of retirement is outdated. Tom holds a Bachelor's Degree from the University of Wisconsin System and is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in the community through his participation with the Boys & Girls Clubs of Greater Houston. Outside of work, Tom enjoys boating, fishing, traveling, and spending time with his family.

Lawrence Salgado is a Private Wealth Advisor with Merrill Private Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Lawrence completed his high school education at St Francis Preparatory School. He also attended Baruch College and the Pennsylvania State University System, though he did not receive degrees from either institution.

Brian Kingshill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been managing assets for high net worth individuals since 1985 and has experience in asset management for corporations within the Global Wealth Management Group. Additionally, he spent two years at the Institutional Bond Desk providing fixed income advisory services to financial institutions. Brian and The Kingshill Group focus on providing strategies for complicated financial situations, serving clients across all areas of wealth management. Their services include risk management, retirement income strategies, college savings, estate planning services, and portfolio management. Brian holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the Texas State University System. Outside of his professional work, Brian is active in chairing charitable fundraising events and dedicates much of his time to his wife, daughter, and two grandchildren.

John Borrero is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2015 and holds Series 63 and Series 65 designations. Outside of his advisory role, he works as a driver for Lyft on a part-time basis. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Romain Meynier is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves as a Vice President and Portfolio Manager. He utilizes Merrill's investment resources along with Bank of America's banking and mortgage capabilities to provide clients with customized financial strategies. His practice is focused on investments management and he assists clients in areas including international wealth management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Meynier holds a master's degree from Supaero and has earned professional designations such as Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Personal Investment Advisor (PIA). He brings a quantitative background and extensive experience in investment banking, asset management, and private banking both in France and the United States. He advises clients with a focus on high ethical and fiduciary standards and caters to international clients with complex needs such as cross-border retirement, foreign investments, and currency considerations. In addition to his professional work, Meynier speaks English, French, and German. His personal interests include soccer, tennis, and traveling.

Mitchell Tebon is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services to clients, focusing on managing and optimizing their wealth. Mitchell holds a Bachelor's Degree from Texas Christian University. Further details about his professional experience, areas of expertise, and personal interests are not provided.

Ryan Mayworn is a Series 66 licensed financial advisor with Merrill in Houston, TX, having eight years of industry experience. He has been with both Merrill and Bank of America, N.A. since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal teams and third-party managers.

Enrique Debayle is an International Wealth Advisor with Merrill Lynch Wealth Management, a role he has held since 2009. He specializes in delivering tailored wealth management solutions by carefully considering the goals and objectives that individuals and families seek to achieve. Enrique's approach emphasizes a client-centric process that begins with understanding client needs. With more than 20 years of experience in international wealth management, Enrique collaborates with a team of professionals to develop strategies encompassing asset management, estate planning, and fiduciary structures, working alongside clients' attorneys as well as corporate and investment banking services. Before joining Merrill Lynch, he was a Senior Private Banker at the Citi Private Bank in Houston, where he advised Ultra High Net Worth clients. Enrique holds a Doctorate from Loyola University School of Law and a Bachelor's Degree from Louisiana State University. He also holds the Personal Investment Advisor (PIA) designation. Banking services related to his practice are provided through Bank of America, N.A.

Helen Sharpe is a financial advisor at Merrill with 20 years of industry experience and a Series 66 designation. She has been with Merrill since 2006 and also worked at Bank of America, N.A. Her outside business activities include ownership of an LLC for voice-over work and managing a small jewelry business operated by her daughter. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bruce Zubia is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develops tailored strategies aimed at achieving their short-, mid-, and long-term goals. He offers guidance across various areas including general investing, retirement planning, and risk management. Additionally, he facilitates access to specialists at Bank of America for banking, credit, home financing, and small business solutions. Bruce holds the Professional Investment Adviser (PIA) designation and earned his Bachelor's Degree from New Mexico State University. His approach focuses on understanding what matters most to each client and their family to create personalized financial strategies. He remains engaged with clients through ongoing advice and support as their needs evolve.

Tamara Stoerner is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, she works as a personal assistant for a for-profit organization in Houston, dedicating approximately nine hours monthly to those duties. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Character is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in providing personalized financial advice and guidance. Since beginning his career with Edward Jones in 2010, he has focused on serving clients at various stages of life, whether they are accumulating wealth early in their careers, managing income in retirement, or engaging in strategic wealth transfer. Jeremy joined Merrill Lynch Wealth Management and the Fecel Team in 2012, aiming to remain a consistent resource and presence for his clients. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and values-based investing, and supporting women and wealth. Jeremy emphasizes understanding each client's full financial picture and values-driven goals to develop flexible strategies suited to changing market conditions. He offers access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Jeremy holds a Bachelor's Degree from the University of the South and holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is committed to community involvement, participating in volunteer activities aligned with the traditions of Merrill. His personal interests include basketball, golfing, hiking, rock climbing, scuba diving, and yoga.

John Donnelly is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2001 and has worked in the financial services industry since 1994. John holds a Bachelor's Degree from Hampden-Sydney College and a Master’s Degree in Finance from the University of Houston. He also holds the Personal Investment Advisor (PIA) professional designation. In his spare time, John enjoys tennis, golf, and spending time with his family.

Annuar Abud is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Annuar earned his Bachelor's Degree from Southern Methodist University. He is proficient in both English and Spanish.

Radford Neuhaus serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been employed since 1993. He holds the designation of Personal Investment Advisor (PIA). Radford earned a Bachelor's Degree from the University of Mississippi, majoring in Finance and Business Management. A native Houstonian, Radford has extensive experience in financial advising, contributing to the Merrill Lynch Wealth Management team for several decades. He is married to Caroline, and together they have two children, Ford and Morgan. They reside in Bunker Hill Village and attend St. Martin's Episcopal Church. Radford is actively involved in his community and has volunteered with various non-profit, civic, and church organizations. Among these, he has a particular connection to Camp For All, a not-for-profit camp serving individuals with challenging illnesses or special needs. His leisure activities include hunting, fishing, hiking, radio controlled flight, and golf.