Jason Whitley is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the TSPN Wealth Management Group in 2019. He brings over 20 years of experience in investment management, focusing on helping corporate executives, business owners, and families preserve and grow their wealth through personalized strategies aimed at reducing taxes, fees, and risk. Jason serves clients ranging from multi-generational families to creators of first-generation wealth by working toward financial goals that reflect their priorities and values. Jason's expertise includes executive compensation, equity compensation services, family wealth management, liquidity management, tax minimization, and retirement income planning. He employs an integrated team approach to build long-term relationships and develop comprehensive financial strategies. His ability to leverage Merrill's wealth management platform alongside Bank of America's banking capabilities enables clients to manage both sides of the balance sheet effectively. He holds a Bachelor's Degree from the University of Texas at El Paso and an MBA with a concentration in portfolio management from Texas Christian University. Jason has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Houston Producers' Forum and Independent Petroleum Association of America and participates in community organizations such as the Rotary Club of West U, Texas Hearing Institute, and West University Softball Association.

Alec Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He began his career in the financial services industry in 2013 while attending Louisiana State University, where he earned a Bachelor's Degree in Finance in 2016. Alec focuses on financial and strategic wealth planning, providing clients with comprehensive services that include investment management, retirement planning, trust and estate planning, cash-flow analysis, charitable giving, and higher education goals. He is a member of the team's investment committee, assisting in the management of the team's Investment Advisor Program strategies. Alec serves entrepreneurs, executives, retirees, and their families, delivering integrated wealth planning, analysis, and strategy with the intent of helping clients achieve their objectives efficiently. He holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Outside of his professional work, Alec remains an active alumnus of Louisiana State University through several organizations including the Tiger Athletic Foundation and the Houston LSU Alumni Chapter. In his spare time, he enjoys traveling, playing golf, and supporting the LSU Tigers.

Bryan Goodwin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial plans that address their individual goals, including funding education, planning for retirement, and managing potential health care costs. His approach emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing. Bryan holds a Bachelor's Degree from Texas A&M University System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

Cameron Sparough is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2016, he has provided personalized financial advisory services to a diverse client base including individuals, family offices, corporate executives, and middle-market companies. As a qualified Portfolio Manager, Cameron manages discretionary portfolios using a blend of strategies that may involve individual stocks and bonds, firm model portfolios, and third-party investment solutions. He holds a Bachelor's degree in Economics from the University of Colorado Boulder, with minors in Business and Political Science. Cameron holds the Series 7 and Series 66 FINRA licenses and is designated as a Personal Investment Advisor (PIA). His approach involves crafting financial strategies tailored to each client's unique goals, risk tolerance, and time horizon, encompassing areas such as retirement and college education planning, legacy building, tax minimization, and business strategies. Originally from Boulder, Colorado, Cameron balances his professional commitments with personal interests including skiing, outdoor activities, camping, cooking, golf, music, reading, traveling, yoga, and watching movies. He emphasizes the importance of understanding client life priorities to develop plans aligned with their aspirations.

Francis Miller Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Wolfe Research Securities and Wolfe Research Advisors. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies designed by internal and third-party managers.

Parker Smith is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include four years at Main Street Capital Corporation and a board membership with The Rice Owl Club, which supports athletics at Rice University. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Vidal Ramirez is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in financial and wealth management services for both domestic and international clients. He provides comprehensive investment management, private banking access, and wealth planning guidance to families, business owners, professional athletes, and corporate clients. Prior to joining Merrill Lynch, Vidal served as a Director in corporate and investment banking at Barclays Capital in New York. Vidal holds a bachelor’s degree from Texas A&M University, where he was a member of the varsity basketball team, and a Master of Business Administration from the McCombs School of Business at the University of Texas at Austin. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE) specialist. He is fluent in English and Spanish and is committed to ongoing professional development through executive education programs and industry-specific certifications. Residing in Houston with his wife, Barbara, and their two daughters, Isabela and Bianca, Vidal is actively involved in the community. He has held leadership roles such as Chair of the Bank of America Hispanic Organization for Latino/Hispanic Advancement (HOLA) and is a member of Bank of America's Houston Hispanic Business Council. Vidal also supports Big Brothers Big Sisters and participates in various personal interests including basketball, hiking, and yoga.

Paul Margraves II is a Senior Financial Advisor at Merrill Lynch Wealth Management. With more than 25 years of investment advice and guidance experience since 1993, he supports individuals and corporations in navigating fluctuating markets. Paul's expertise centers on assisting corporations in establishing, facilitating, and maintaining their 401(k), deferred compensation, and corporate stock option plans. He also focuses on corporate executive services, divorce transition planning, executive compensation, and equity compensation services. Paul collaborates closely with clients across all levels and works in coordination with their other advisors and specialists, emphasizing teamwork, communication, dynamic advice, and planning as keys to success. He holds the professional designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). A native Houstonian, Paul earned his bachelor's degree in business administration with minors in history and English from Louisiana State University, where he was a member of Sigma Chi Fraternity. He is a devoted father to three children. Outside of his professional work, Paul volunteers with St. Jude Hospital and participates in community organizations including the American Heart Association, Habitat for Humanity, Houston Livestock Show & Rodeo, Susan G. Komen Race for the Cure, and The Children's Assessment Center Foundation. He also enjoys baseball, gardening, golfing, hunting, spending time with his family, and table tennis.

Stacey Smith is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Wallach is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. Since joining Merrill Lynch in 2019, Daniel has focused on working with individuals and families on financial planning strategies aimed at reducing fees, taxes, and overall risk. He employs a disciplined, mathematical, and rules-based investment approach to help clients define and reach their financial and retirement objectives. Born and raised in Seabrook, Texas, Daniel comes from a family with a long history in financial advisory, including his grandfather, father, and brother. He holds a Bachelor's degree from the University of Houston in Marketing and Management with a minor in Sales. Daniel's expertise spans a range of client focus areas including corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, retirement income, and tax minimization. He holds professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of his professional work, Daniel enjoys adventure sports, biking, boating, bowling, chess, fishing, hiking, and spending time with his family.

Emily Abernethy is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Bank of America and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Jennifer Kane is a Private Wealth Manager at Merrill Private Wealth Management, specializing in investments and wealth management. She has over twenty-five years of experience in evaluating client investment objectives, implementing strategies, and managing client relationships. Her client focus areas include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, philanthropic planning, and portfolio management services. Prior to her current role, Jennifer held positions such as Private Wealth Financial Advisor at Wells Fargo Advisors, Global Investment Specialist at J.P. Morgan’s Private Bank, Senior Vice President at Atlantic Trust Private Wealth Management, and Lead Portfolio Manager and member of the Investment Committee at Front Barnett Associates. She began her career as an analyst at Fayez Sarofim & Company in Houston, Texas. Jennifer holds a Bachelor of Arts in Economics from The University of Texas at Austin and a Master of Business Administration from Northwestern University’s Kellogg School of Management. She holds the Personal Investment Advisor (PIA) designation. Outside of her professional commitments, she is involved with the Bellaire Chapter of the Young Men's Service League and enjoys fishing, running, and spending time with her family.

Phillip Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement and college planning, income and estate tax minimization strategies, and wealth preservation, working closely with clients' attorneys and tax advisors. Phil's expertise encompasses a range of client focus areas including personal retirement planning, executive compensation, family wealth management strategies, managing new wealth, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. Phil graduated from Texas A&M University with a Bachelor's degree in Economics and Sociology. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Over his extensive career at Merrill Lynch, which began in 1993, Phil has built the JMJ Group, a wealth management team serving multigenerational families with a personalized approach. Beyond his professional work, Phil and his wife Tracy are active in their community, supporting organizations such as Can Care, Jimmy Pappas Memorial Clay Shoot, and Kids Meals. They live in Spring Valley with their two daughters, Caitlin and Carli. Phil enjoys boating, fishing, football, softball, and spending time with his family.

Rodney Williams is a Financial Advisor at Merrill Lynch Wealth Management, serving individuals, families, veterans, and business owners with a focus on protecting, growing, and transferring wealth. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Rodney works with clients to develop clear financial roadmaps tailored to their goals, emphasizing clarity in business and personal planning, college planning, and retirement planning. Rodney holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Furr High School and earned an Accredited Certificate Program from the College for Financial Planning. Rodney is honorably discharged from the U.S. Navy and is involved in several professional and community organizations, serving as an executive team member of the Houston Regional Veterans Chamber of Commerce and as a board member of Cypress Forest Lakes Homeowner's Association and Harris County Water Control and Improvement District 110, among others. In addition to his professional commitments, Rodney volunteers by providing financial education seminars and webex presentations at his church. He enjoys spending time with his family, cooking, traveling, live music and shows, outdoor activities, boating, and fishing. Rodney's approach centers on uncovering what matters to clients and their families to create strategies that help pursue their financial goals.

Joshua Irwin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Irwin earned a Bachelor's Degree from Houston Baptist University and a Master's Degree from Tulane University.

Jason Jack is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized financial strategies that align with their values and long-term goals. Jason’s areas of expertise include college education planning, family wealth management, legacy planning, personal retirement planning, and services tailored to defined benefit plans. He also provides financial education and planning support for student-athletes managing Name, Image, and Likeness (NIL) opportunities. Jason holds a Bachelor's degree from the Texas A&M University System and a Master’s degree from Concordia University - Texas. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of the Aggie Football Lettermen's Association and serves as a mentor in his community. Outside of his professional work, Jason enjoys cycling, cooking, fishing, football, music, photography, reading, spending time with his family, traveling, and watching movies.

Trenton Hollas is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Eger Rush Group. He specializes in working closely with business owners, executives, and families to navigate significant financial decisions including business exits, retirement, liquidity events, and generational wealth transfer. Trenton integrates various aspects of wealth management by coordinating investment, tax, estate, and business planning considerations for his clients. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Trenton earned a Bachelor of Science degree in Agribusiness from Texas A&M University. His practice emphasizes creating personalized financial strategies to help clients pursue their long-term goals. Outside of his advisory role, Trenton is involved in community activities and professional organizations, including the Hearthstone Country Club Men's Golf Association, Houston Tottenham Hotspurs, Houston American Outlaws, Association of Former Students at Texas A&M, and the 12th Man Foundation. He also participates in community initiatives through the Hearthstone Country Club.

Carli Jones is a Team Financial Advisor with JMJ and Associates at Merrill Lynch Wealth Management. She serves clients across multiple generations, focusing on relationship development and creating highly customized wealth management plans to help individuals achieve their personal and financial goals. Carli emphasizes a personalized approach, working closely with clients to address unique challenges and opportunities related to wealth. Carli holds a degree in Finance from Trinity University and has completed the SIE Exam as well as the Series 7 and Series 66 FINRA registrations. She is also designated as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management, Carli spent several years in the Technology industry working with mid-market companies to solve complex business challenges and enhance client experience programs. Outside of her professional pursuits, Carli enjoys spending time with her family and exploring national parks. She is involved in community organizations including Avondale House and the Ronald McDonald House.

Craig Massey is a Private Wealth Advisor and Managing Director with The Massey Schmidt Harper Group at Merrill Private Wealth Management. He has been providing wealth management strategies and services to affluent clients since 1994. Craig works with entrepreneurs, senior executives, business owners, affluent families, endowments, and foundations to identify their financial needs and goals, developing tailored strategies that integrate and streamline the multiple components of significant wealth. His expertise includes estate planning services, retirement strategy, family wealth management, legacy planning, and philanthropic planning. He works closely with a select group of family office clients and directs the overall outreach and offerings of the Massey Schmidt Harper Group. Craig began his career in the Private Client Group at CIBC Oppenheimer and subsequently joined Morgan Stanley Private Wealth Management as an Executive Director. He holds a Bachelor's Degree and a Juris Doctorate Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). Craig is involved in various professional and community organizations, serving as Board Chair of the Houston Art Alliance and supporting the Tip of the Spear Foundation and St. John the Divine Episcopal Church. Outside of work, he enjoys golfing, spending time with his family, and traveling.

Mikenzi Rytter is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, N.A., and Tough Law Firm. Outside of her advisory role, she is the owner of Sourced by Bredehoft LLC, a retail business specializing in antiques and collectibles. 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 individuals, high-net-worth clients, and various institutional accounts.