Clayton Kimbrew is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He previously worked in real estate and trading roles, including positions at Intero Real Estate Services and T3 Trading Group, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients, including individuals and institutions, using model-based and discretionary investment strategies developed by internal and third-party teams.

Hong Ogle is a financial advisor at Merrill in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill Lynch since 2010. Outside of his advisory role, Ogle serves on the boards of several nonprofit organizations, including the Greater Houston Partnership and Paradigm for Parity, and participates as an advisory board member for Central Houston. He also mentors at WhyAI Technologies Inc., providing guidance on AI solutions. Merrill, together 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 with a range of model-based and discretionary investment strategies.

Michael Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the TSPN Wealth Management Group in March 2019, bringing extensive experience in banking, investment banking, and real estate. With over 48 years of professional experience, Michael has managed several Texas banks as well as his own investment banking group. He specializes in developing customized wealth management strategies combined with senior and subordinated debt approaches. His expertise includes providing financial guidance to families, partnerships, and corporations on complex transactions across Texas, Louisiana, Florida, and the southwestern United States. Michael holds a Bachelor's Degree from Lamar University and is a Personal Investment Advisor (PIA). He resides in Houston, Texas, with his wife, Terrie Hogan, and their five children. Throughout his career, Michael has been involved with organizations such as the University of Texas MBA Investment Fund, UT Health, University of Houston, numerous Catholic charities, and various entrepreneurial and charitable funds in Houston and Texas.

Reed Smith is a Private Wealth Advisor and co-founder of Smith Warren and Associates, a wealth management team serving an elite group of families across the Southwest. In this role, he directs a team of professionals who provide specialized strategies and services tailored to the needs of ultra-affluent clients. Reed’s approach centers on delivering customized, forward-thinking, and cost-conscious wealth management solutions that address multiple client goals through practical and strategic responses. Reed has been a career-long professional at Merrill, joining the firm in 1993 and becoming a member of Merrill Private Wealth Management at its inception in 2001. His experience includes expertise in areas such as family wealth management strategies, executive compensation, retirement income, portfolio management, tax minimization, and philanthropic planning. He has received national recognition, including being named among Barron’s "America’s Top 1,200 Advisors" from 2011 through 2024, and ranked as one of the Financial Times’ "Top 400 Financial Advisors" from 2013 to 2016. Reed also contributes commentary on wealth management topics to local media outlets in Houston. Reed earned a Bachelor of Arts degree from The University of St. Thomas with concentrations in Economics and Business. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Reed supports local charitable organizations and resides in Houston’s Champions area with his wife, Betty Ann. His personal interests include fishing, golfing, music, photography, reading, and spending time with family.

Juanita Stinson is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has worked at Merrill since 1993. Outside of her advisory role, she is a beneficiary of Martin Royalty LLC, a non-investment-related limited liability company. 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 a variety of clients including individuals, high-net-worth clients, and charitable organizations.

Jennifer Medrano is a Financial Advisor with Merrill Lynch Wealth Management. She leads the TSPN Wealth Management Group, providing clients with comprehensive financial strategies tailored to their unique needs. Jennifer works alongside a team of dedicated advisors and has access to banking and lending specialists through Bank of America to guide clients in various aspects of wealth management. Her expertise includes corporate executive services, executive and equity compensation, family wealth management strategies, personal retirement planning, small business strategies, women and wealth, and tax minimization. Jennifer collaborates closely with clients to build adaptable financial plans that address changing conditions and help them pursue their goals. Jennifer holds a Personal Investment Advisor (PIA) designation and earned her High School Diploma/GED from Houston Community College. She is actively involved in professional organizations including the Greater Houston Partnership, Greater Houston Women's Chamber of Commerce, Greater Northside Chamber of Commerce, and Women's Energy Network. She contributes to the community through participation in the Greater Northside Chamber of Commerce, the Houston Livestock Show & Rodeo Corral Club, Interfaith Ministries, Rescue America, SWAT Ministries International, United Way, Wesley Community Center, and Women's Energy Network.

Matthew Biafore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on helping clients preserve and grow their wealth through personalized strategies. He works closely with individuals and families to develop customized plans that align with their goals and aspirations, emphasizing clear communication and dedicated service. Matthew's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment sectors. He earned a Bachelor's Degree in Engineering and Mathematics from Southern Methodist University, where he also gained practical experience by working summers at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys basketball, football, golfing, ice hockey, table tennis, tennis, and spending time with his family. His approach centers on understanding clients' life priorities to create flexible, personalized plans that address what matters most to them.

Michael Schmidt Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at both Merrill and Bank of America since 2013. He serves as a board member for The Woods Project, a nonprofit that provides wilderness exploration experiences aimed at supporting academic success and career readiness for Houston high school students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes a combination of model-based and discretionary investment strategies developed by internal and third-party teams.

Tucker Alch is a Financial Advisor based in Houston, TX, operating within Merrill Lynch Wealth Management and participating in Merrill's Advisor Development Program. He serves individuals, families, professionals, retirees, and business owners, providing guidance on financial planning, investment management, and wealth strategy. He collaborates with specialists across investment management, lending, estate planning, and wealth transfer to offer comprehensive advice. Tucker holds a Master of Business Administration from Rice University's Jones Graduate School of Business and a Bachelor's degree with a focus on Marketing and Sales from The Catholic University of America’s Busch School of Business. During his collegiate years, he competed as a pitcher in Division I and Division III baseball and was twice named an All-American. He also holds the Personal Investment Advisor (PIA) designation. In his approach, Tucker emphasizes accountability, preparation, and long-term partnerships to assist clients in navigating complex financial decisions. Outside of his professional pursuits, he has interests in baseball, camping, cooking, football, golfing, hiking, spending time with family, tennis, and traveling. He is also involved with the professional organization Young Professionals in Energy.

Jeremy Torres is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 1995. Outside of his advisory role, he works as a delivery driver and consultant for companies including DoorDash, Uber, and Walmart Spark. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jennifer Nix is a Vice President and Wealth Management Advisor with The Leonard Group at Merrill Lynch Wealth Management. She works closely with executives, business owners, entrepreneurs, and their families to help them derive greater fulfillment from their wealth. Jennifer focuses intensively on each client, employing diligent listening, active collaboration, and a strong work ethic. She partners with her team to assist individuals and families in gaining greater confidence in the direction of their wealth. Jennifer's clientele extends over multiple generations, allowing her to serve three, four, and even five branches within a single family. She is committed to financial literacy and enjoys engaging with the rising generation to nurture habits and mindsets associated with long-term wealth. Jennifer began her financial services career in 2014 at Capital One and has worked at Merrill Lynch since 2018. She holds a Bachelor's degree from Texas A&M and is a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™. Jennifer lives in Houston with her husband, son, and German Shepherd. She serves on the Foundation Board for Saint Agnes Academy and is active with the Junior League of Houston. In her personal time, Jennifer enjoys scuba diving and welcomes suggestions for travel destinations.

Nicholas Copeland is a financial advisor at Merrill in Houston, TX, holding Series 63 and Series 65 licenses. He has been with Merrill since 2025 and has previously worked at Bank of America, N.A. His background includes diverse roles outside finance in the hospitality and retail sectors. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Oralia Sanchez is a financial advisor at Merrill based in Houston, TX, with 39 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1986. 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 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.

Marc P. Walsh, CFP®, serves as a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Houston. He has been a financial advisor with Merrill Lynch since 1985 and works as part of the Walsh, Jordan and Associates team. Marc focuses on a range of client needs including family wealth management, services for endowments, foundations, and non-profits, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Marc graduated from the University of Texas at Austin's McCombs College of Business with degrees in International Business and Finance in 1981. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2003 and holds the Personal Investment Advisor (PIA) designation. Over his career, he has served as an investment consultant for corporate retirement plans, charitable foundations, and private schools. He has received recognition including The Financial Times Top 400 Financial Advisors (2014), Registered Rep Magazine's Outstanding Advisor Award (2008), and is part of the Forbes "Best in State Wealth Management Teams" list for 2024 and 2025. Beyond his professional work, Marc has been involved in community and volunteer activities. He has served as a volunteer pilot and director for Angel Flight South Central, providing free air transportation for medical needs, and was recognized for his relief work following Hurricane Katrina. He has also held roles with Scouting USA as an Assistant Scoutmaster and as a trustee and chair of the endowment committee for The Post Oak School. Marc is a member of the Rice University Parents Club and The Post Oak School Dad's Club. He is proficient in English and French and enjoys personal interests such as biking, boating, hiking, running marathons, skiing, music, reading, swimming, traveling, and spending time with family.

Mustafa Ehimeakhe is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized wealth management strategies tailored to clients’ unique financial goals, drawing upon the resources and investment insights of Merrill Lynch alongside the banking and lending solutions available through Bank of America. Mustafa’s approach is informed by an international upbringing across Europe, Africa, and North America, allowing him to connect with clients from diverse backgrounds and understand multifaceted financial situations. He specializes in areas including college education planning, legacy planning, managing new wealth, retirement income, portfolio management, and tax minimization. Mustafa emphasizes clear communication and an educational approach to make financial concepts accessible and actionable for his clients. His expertise includes helping clients diversify concentrated stock positions and align investments with their long-term objectives. He holds a Bachelor’s Degree from the University of Texas at Austin and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mustafa is involved in community activities such as Habitat for Humanity and the Susan G. Komen Race for the Cure. His personal interests include reading, running, and traveling.

Jesus Sanchez is a financial advisor with Merrill Lynch Wealth Management, bringing over eight years of experience in the financial services industry. He leverages a strong banking background with both personal and institutional clients to provide tailored financial planning strategies. Fluent in English and Spanish, Jesus serves a diverse clientele, assisting individuals and families in preserving and growing their assets while addressing their unique financial goals. His expertise spans family wealth management, retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income strategies. Jesus holds the Personal Investment Advisor (PIA) designation and has earned an Associate's Degree from Grossmont College after graduating from Santana High School. Originally from San Diego, California, Jesus maintains an active lifestyle. He enjoys snowboarding in Big Bear during winter and surfing at Pacific Beach in the summer. Committed to fitness, he regularly engages in gym workouts and pursues personal health goals.

Jose Martinez Martinez is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Securities LLC, Cetera Investment Services LLC, and Regions Bank. Outside of his advisory role, he serves as President of the Bellmar Estates Civic Club, where he organizes community meetings with local and state leaders. 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, pension plans, corporations, and charitable organizations.

Morgan Vicknair is a Senior Financial Advisor at VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. She specializes in providing wealth management services that include investment management, retirement planning, trust and estate planning, cash-flow analysis, charitable giving, and higher education goals. Morgan focuses on delivering integrated wealth planning, analysis, and strategies tailored to each client's unique needs and objectives. Morgan began her career at Bank of America Private Bank while pursuing her Bachelor of Business Administration in Finance with a minor in Advertising at Southern Methodist University's Cox School of Business. She holds the Personal Investment Advisor (PIA) designation. Based in Houston, she frequently engages with the local community through activities such as walking in Memorial Park and Allen Parkway. As a native Houstonian and seventh-generation Texan, Morgan values her ties to the Texas Hill Country and enjoys spending time with her family there and at the beaches along 30A in the Florida Panhandle. Her approach aims to provide clients with a clear understanding of their financial plans, leveraging the resources of her team and the capabilities of Merrill Lynch Wealth Management and Bank of America.

David Suttles is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Houston. He began his financial services career in 2008 and has over 16 years of experience specializing in commodities markets, private banking, and wealth management. David works primarily with high-net-worth individuals and families, helping them develop comprehensive wealth management strategies tailored to their unique financial goals. He emphasizes a collaborative approach, guiding clients through a detailed process to understand their current financial situation and future objectives. David’s background includes institutional commodity trading and service as a U.S. Army officer, which informs his approach to financial advising with a focus on insight, accountability, and professionalism. He holds a Bachelor's degree and an MBA from the University of Houston System and is a Personal Investment Advisor (PIA). David is fluent in English and French.

Angel Carrillo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. With over 10 years of professional experience, he provides clients with customized wealth strategies designed to help them navigate their financial lives. Angel serves as a resource for a broad range of financial needs, including personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also supports specialized areas such as international wealth management, LGBT wealth planning, special needs planning strategies, and sports and entertainment finances. Angel holds a Bachelor's Degree from the University of Houston System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in Spanish and English, and has a background enriched by living in Europe and playing semi-professional soccer, alongside strong roots in Sugar Land, Texas. His approach combines his diverse global and local experiences with his expertise in banking and investments to deliver comprehensive, personalized advice. Outside of his professional life, Angel enjoys basketball, dancing, music, reading, running, soccer, and traveling.