Jin Huang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2017 and joined Merrill Lynch Wealth Management in 2018. Jin assists clients by helping them manage their individual wealth through comprehensive wealth management strategies tailored to their specific needs. Her expertise encompasses family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Jin holds a Bachelor's Degree from Xiangtan University, a Master's Degree from the Chinese Academy of Sciences, and a Doctorate Degree from the University System of Ohio. She is also a Personal Investment Advisor (PIA) and is a member of the Asian Chamber of Commerce Houston. Jin is committed to community involvement, including volunteering with the Mandarin Immersion Magnetic School, reflecting the Merrill tradition of serving local communities. In her personal time, she enjoys dancing, spending time with her family, playing table tennis, and traveling.

Nai An Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Nai An offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Her areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and women and wealth. Nai An holds a Bachelor's Degree from Baylor University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Nai An participates in community activities through volunteering with local organizations, following the tradition of Merrill's involvement in the communities it serves. She communicates with clients in English, Chinese, and Mandarin.

Anay Srivastava is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management at the River Oaks office in Houston, Texas. In his role, he provides clients with guidance on investment objectives by recommending individual or combined strategies, funds, or portfolios from Merrill or approved third-party investment managers. His approach incorporates the latest market dynamics and economic trends, offering clients customized strategies that include a variety of financial instruments, risk management tools, and liquidity solutions. Anay focuses on client needs in asset accumulation, retirement income planning, capital preservation, volatility management, liquidity solutions, and legacy planning. Additionally, his clients have access to credit solutions from Bank of America and Merrill. Anay’s professional journey began as an institutional fixed income analyst, progressing into trading, portfolio management, and serving as trustee on securitized fixed income investments. This background helped him develop expertise in macroeconomics, investment mathematics, and market psychology. He holds a Bachelor of Science degree from the University of Gorakhpur in India and earned his MBA from the University of Texas at Austin’s McCombs School of Business. Anay is a Personal Investment Advisor (PIA) and is fluent in English, Hindi, Punjabi, and Urdu. Residing in Houston with his family for over 20 years, Anay brings a global perspective shaped by his experiences living in India, Canada, and the United States. Outside of his professional work, he enjoys watching tennis, soccer, and cricket matches.

Steven Ross is a financial advisor at Merrill with over 40 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1985, concurrently serving with Bank of America since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ning Kang is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading The Kang Group, a Houston-based team serving business owners, entrepreneurs, and families. His work focuses on clients whose wealth is tied to operating businesses, liquidity events, and long-term planning decisions. Kang's mission centers on protecting and growing the wealth of families to enable their thriving across multiple generations. With over 15 years of experience in Fortune 500 companies prior to joining Merrill Lynch, Kang brings a unique perspective to complex financial planning. His approach integrates multigenerational planning, tax-efficient strategies, succession planning, and legacy design. He holds an MBA from the University of Houston-Victoria and a bachelor's degree in Computer Engineering from Texas A&M University. Kang holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is active in the community, having served six years on the Asian Chamber of Commerce board and holding leadership roles with the Riverstone Homeowners Association and Sunrise Youth Soccer Club. Kang lives in Houston with his wife and their two children. His personal interests include golfing, reading, soccer, table tennis, traveling, and watching movies.

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.

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.

Taylor Rouse is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Taylor works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Taylor aims to empower clients with the knowledge and tools to take control of their financial lives and select platforms suited to their needs. Taylor holds a Bachelor's degree from Montreat College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). These credentials reflect Taylor's commitment to providing informed financial guidance aligned with clients' goals.

Yiping Wang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting affluent families and small to mid-sized companies by employing an objective and systematic process to offer effective financial strategies aligned with clients' individual needs. Her approach includes a comprehensive needs assessment to provide sound advice on creating long-term financial goals, developing asset allocation policies, and implementing customized investment solutions based on factors such as risk tolerance, time horizon, liquidity needs, overall investment objectives, and associated costs. Yiping regularly reviews performance and proactively adjusts strategies to help clients pursue their financial goals in various market cycles. Yiping holds a Bachelor's Degree from China Foreign Affairs University and a Master's Degree from Boston University. She is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. In her personal time, Yiping enjoys golfing, scuba diving, and traveling.

Jinrong Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Jinrong works directly with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Jinrong provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Jinrong holds a Personal Investment Advisor (PIA) designation. Jinrong earned a Bachelor's degree and a Doctorate degree from Nanjing Agricultural University, as well as a Master's degree from the University of Houston System. Jinrong also participates in community service by volunteering with local organizations, reflecting a commitment to the communities served.

Kevin Lopardo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kevin earned a Bachelor's Degree from the University of Dayton. His role focuses on providing wealth management services to clients, leveraging his expertise to support their financial goals.

Erica Linton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she worked for Mendocino Farms for four years and Pappas Restaurants Inc. for seven years. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Marshall is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Drawing on his experience as a former professional baseball player, he provides guidance that helps clients build and protect their financial future. Brett focuses on areas including college education planning, retirement income, tax minimization, and managing new wealth, with an emphasis on clear, practical advice tailored to each client’s unique circumstances. Brett holds a Bachelor's Degree from the University of Houston and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach is shaped by his personal background of growing up in a family without financial guidance, which motivates his commitment to financial education and empowering clients to make informed financial decisions. Outside of his professional work, Brett is involved in community activities such as Grace Bible Church, Hearts2Honduras Mission Trips, the Houston Livestock Show & Rodeo Directions & Assistance Committee, and the New York Yankees Hope Week. His personal interests include baseball, fishing, football, gardening, golfing, hiking, hunting, skiing, traveling, and spending time with his family.

Trenton Walker is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients in family wealth management strategies, legacy planning, and personal retirement planning. Trenton collaborates with clients to develop personalized financial strategies designed to help pursue long-term financial goals, providing access to Merrill's investment insights and Bank of America's lending solutions. Before joining the financial sector, Trenton earned a degree in Entrepreneurship from St. Edward's University and spent approximately eight years in client services at technology start-ups. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He attended Memorial High School prior to his university studies. Residing in Houston with his wife and their two dogs, Trenton enjoys biking, cooking, hiking, music, reading, and running. He is involved with community organizations including Bridgeyear and the National MS Society.

Jack Cortez is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals, utilizing the investment insights of Merrill and the banking and lending solutions of Bank of America. Jack holds a CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Committed to community involvement, Jack volunteers with local organizations, reflecting Merrill's tradition of service.

Cameron Mc Leroy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Cameron earned a Bachelor's Degree from Texas AandM University System. His expertise encompasses a range of financial planning and asset management services.

Kirsten Finnegan is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Securian Financial Services Inc and IMG Financial Group, as well as operating as a self-employed advisor. Outside of her advisory role, she is involved in selling items through online marketplaces such as Facebook Marketplace, eBay, and Poshmark. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Verlin Hobbs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping families and business owners achieve their financial goals through personalized wealth management strategies. Verlin focuses on areas such as college education planning, divorce transition planning, family wealth management, personal retirement planning, small business strategies, special needs planning, and retirement income. He is committed to working one-on-one with clients to develop financial strategies tailored to their long-term objectives. In addition to his professional role, Verlin participates in community activities, including volunteering with the Houston Food Bank. His personal interests include basketball, chess, cooking, dancing, football, golfing, hiking, music, traveling, and yoga.

William Bertron is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been working since 1988. He is the senior partner at Bertron, Greaser & Associates, a wealth management team within Merrill Lynch. As a second-generation financial advisor, he has built a career following in his father's footsteps, focusing on delivering client-centered wealth management services. William's areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. He has amassed 38 years of experience in the financial advisory field. A native Houstonian, William received his education from River Oaks Elementary, Northwest Academy, Lamar High School, and attended Texas A&M University. He holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, William and his wife DeDe have been active in community organizations and attend The Story Church in Houston. His personal interests include boating, fishing, hunting, golf, and spending time with his family at their home in Galveston Bay.