James Gex is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch and Morgan Stanley, and he spent five years at the University of Oklahoma. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Johnny De Forest Jr. serves as a Senior Financial Advisor with Merrill Lynch Wealth Management in Houston. Since joining Merrill in 2019, he focuses on educating and assisting clients to reach their personal and financial goals through tailored wealth management plans. His approach involves listening to the objectives and expectations of individuals and families and collaborating with his team to design strategies that aim to convert these goals into realities. De Forest specializes in areas such as corporate benefits, executive services, divorce transition planning, education planning, retirement income, and family wealth management strategies. He provides guidance for managing concentrated stock positions and addressing significant life events like retirement, inheritance, or business sales. Additionally, he facilitates access to services from Bank of America Private Bank and works alongside clients' legal and accounting advisors to coordinate comprehensive financial and legacy planning. He holds a Bachelor of Business Administration in Finance with a specialization in personal financial planning from the University of Houston, where he was president of the Sigma Alpha Epsilon fraternity chapter. De Forest maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Born and raised in Houston, he is a sports fan of local teams and enjoys spending time with family and friends, including his fiancé and their two sons.

Kathleen Gain is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1992. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Casey is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007. Casey serves as a consultant and independent contractor for the Investment and Wealth Institute, assisting in the development and review of exam questions for the CIMA certification. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Leven is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. Since 1992, he has focused on developing comprehensive financial strategies including preparation for business sales, income stream building, and long-term intergenerational wealth planning. His practice also offers access to credit and lending services through Bank of America, addressing a wide spectrum of client needs. William holds a B.S. in Political Science from Rice University and an M.B.A. from the Kellogg Graduate School of Management at Northwestern University. He carries the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. Over his career, he has been named multiple times to Barron's "Top 1,200 Financial Advisors" list, Forbes "Best-in-State Wealth Advisors," and the Financial Times "Top 400 Financial Advisers" list. Outside of his professional work, William has been involved with the Boys & Girls Clubs of Greater Houston, serving as its Chair and participating on the executive committee. He enjoys basketball, hiking, and reading about history in his spare time.

J Michael Fox is a Wealth Management Advisor and Managing Director at Merrill, where he leads the Fox Group, a team dedicated to providing a client experience centered on family values and long-term financial security. The team spans three generations within one family, allowing them to bring a unique understanding of the personal and financial challenges their clients face. Their expertise covers areas such as retirement planning, risk management, portfolio construction, business succession planning, and tax-efficient wealth transfer. Mike began his career in professional baseball with the St. Louis Cardinals organization before joining Merrill in 1994. He holds dual bachelor's degrees in Managerial Studies and Political Science from Rice University, and he carries several professional credentials including the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designation and FINRA Series 7, 31, 63, and 65 registrations. Nationally recognized for his work, Mike has been included on Barron's "Top 1,500 Financial Advisors in the U.S." and Forbes "Best-In-State Wealth Advisors" lists. Beyond his professional role, Mike serves on the board of Evelyn's Park Conservancy and as a Deacon at Crosspoint Church. He enjoys spending time with his wife Linda, their four sons, daughters-in-law, and granddaughters. An avid sports enthusiast, Mike has a history of involvement in youth baseball coaching and community service.

Katherine Mills is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes positions at Goldman Sachs & Co. LLC, JPMorgan Securities LLC, and Bank of America N.A. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Vanessa Bryce is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized guidance focused on comprehensive wealth management. She assists individuals, families, business owners, and professionals in navigating complex financial decisions and creating tailored strategies that address investment management, tax planning, estate planning, retirement planning, and wealth transfer strategies. Vanessa's expertise includes college education planning, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, and tax minimization. She holds a Bachelor's Degree in Finance from Baylor University and has completed advanced financial planning training through Rice University. Additionally, she carries the Personal Investment Advisor (PIA) designation. Outside of her professional role, Vanessa enjoys interior decorating, painting, reading, skiing, and spending time with her family.

Bryan Leonard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1997, beginning his career there after earning a Bachelor of Business Administration in Finance from the University of Texas at Austin. His expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. Bryan holds several professional designations, including Certified Financial Planner (CFP) since 2002, Certified Investment Management Analyst (CIMA) since 2007, Chartered Market Technician (CMT) since 2016, and Chartered Alternative Investment Analyst (CAIA) since 2019. Additionally, he is a Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Bryan is active in his community through his fraternity, Alpha Tau Omega, and supports Habitat for Humanity. He is a Life Member of The University of Texas Alumni Association and has served on the board of the Houston Chapter of the Texas Exes. Bryan resides in Houston with his wife, Katie, and their two children. His personal interests include football, golfing, tennis, and spending time with his family.

Jesse Cortez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management strategies. He supports clients in achieving their financial goals through personalized guidance and long-term relationship building. Jesse's expertise includes a range of financial planning areas such as retirement planning, portfolio management, college education planning, legacy planning, and tax minimization, among others. With a bachelor's degree in accounting from the University of Houston, Jesse holds the Personal Investment Advisor (PIA) designation. He utilizes Merrill's resources alongside his own knowledge to help clients make informed financial decisions and protect their wealth. Outside of his professional work, Jesse enjoys a variety of personal interests including baseball, basketball, cooking, football, gardening, golfing, music, pickleball, spending time with his family, and traveling.

Allison Hanley is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Bank of America, Merrill, UBS Financial Services, and Chase Investment Services Corp. 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 individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Margaret Triesch is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 14 years of industry experience. She has worked at Merrill since 2011 and has held positions at Bank of America, Northwestern Mutual, and The College of Financial Planning. Outside of her advisory work, she is a 60% owner of Elliearrangements LLC, a floral arrangement business providing flowers for small events. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Langolf Seeley is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. She has been with Merrill since 1990 and also has worked at Bank of America, N.A. since 2021. Outside of her advisory role, she assists with dive instruction for Sport Diver’s of Houston and owns a stained glass retail business called Whimsical Glass. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management and trading services.

Christopher Dewhurst is a Private Wealth Advisor and Co-Founder of the Bera Dewhurst & Associates team within Merrill Private Wealth Management. He provides advisory services to multi-generational ultra-high-net-worth families and business owners, focusing on the preservation, growth, and transfer of wealth. Chris works closely with clients to define and implement comprehensive wealth strategies that encompass investment management, tax planning, estate structuring, and philanthropic planning. With over 20 years of experience, Chris specializes in assisting clients with significant liquidity events, concentrated holdings, and family governance challenges. He plays a key role in the team's strategic direction by leading new client engagement, overseeing the firm's wealth planning process, and ensuring high-quality reporting and transparency. Chris earned his MBA from the University of Texas McCombs School of Business and holds bachelor's degrees in Economics and Philosophy from Washington & Lee University. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Chris enjoys hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Michael De Lorenzo is a financial advisor at Merrill with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Merrill in 2020. He holds Series 63 and Series 65 licenses and serves as a general board member of the Houston Food Bank. 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.

Jeremy Newton is a Managing Director and Wealth Management Advisor with TSPN Wealth Management Group at Merrill in Houston. He began his career at Merrill Lynch Wealth Management in 2000 and later opened the downtown Houston office for Morgan Stanley in 2008 as Family Wealth Director. In 2016, he returned to Merrill with his professional group to create TSPN Wealth Management Group. As the managing member, Jeremy focuses on simplifying the complexities of relationships within the enterprise at Bank of America/Merrill. Jeremy and his team work primarily with affluent families, providing services that include preserving wealth through proactive management, mitigating risk by diversifying investments, assisting with the transfer of wealth across generations, and coordinating advice with clients' other professionals such as attorneys and CPAs. Their approach involves a mathematical, non-emotional, repeatable process aimed at understanding clients' current situations and desired outcomes, reducing unnecessary fees, and managing tax obligations. Jeremy holds a B.S. in Management from Texas A&M University and a Financial Planning degree from Rice University. He holds several industry designations including CPWA®, CFP®, CRPC™, and CRPS™. He is involved with professional organizations such as the American Quarter Horse Association, Delta Sigma Phi, and Needville Youth Fair, and contributes to community organizations including Assistance League and FEI. Jeremy spends his spare time with his wife and three children, and enjoys activities related to quarter horse racing and the cattle business.

Matthew Logan II is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has held various roles in the financial services sector including analyst, trader, and portfolio manager before transitioning to his current position. His advisory approach is based on effective communication, integrity-based professionalism, and continuous market education and awareness. Matthew holds undergraduate degrees in business and philosophy from the University of Texas at Austin and an MBA in Financial Services Management from the University of Houston. He is registered with FINRA holding Series 7, 63, and 65 licenses and holds the Personal Investment Advisor (PIA) designation. He speaks both English and Spanish. Outside of his professional role, Matthew is actively involved in his community, contributing to organizations such as Kingwood Forest Cove Little League, Martha's Kitchen, Northwest Aquatic League, and the Gulf Coast Regional Blood Center. He also served two years with the US Peace Corps in Panama where he worked with the Ngabe Bugle community teaching small business practices. Matthew and his family reside in Kingwood, TX, where they enjoy outdoor activities and gardening and are members of St. Martha's Catholic Church.

Kristina Rossi is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2000. Outside of her advisory role, she holds power of attorney for an entity named K M. S in Spring, Texas. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Stewart is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Gladstein Levitt Rozelle Spence Group. He joined the firm in 2025 and collaborates with individuals, families, and business owners to address the complexities of their financial lives through a personalized wealth management process. His areas of expertise include investment management, retirement planning, education funding strategies, liability management, and long-term financial planning. Jackson's approach adapts as clients' goals, circumstances, and market conditions evolve. He emphasizes delivering thoughtful advice, proactive communication, and personalized service through regular reviews and ongoing planning discussions. Jackson earned a Bachelor's Degree in Finance from the Kelley School of Business at Indiana University Bloomington, where he completed a specialization in Wealth Management through the CFP Board Registered Wealth Management Workshop. He holds the Personal Investment Advisor (PIA) designation. Additionally, Jackson spent ten years living in Shanghai and Singapore, experiences that have contributed to his global perspective. His personal interests include adventure sports, basketball, biking, golfing, hiking, skiing, skydiving, surfing, and traveling.

Laura Fulbright is a financial advisor at Merrill with 30 years of industry experience. She has held her current position at Merrill since 1990. Fulbright holds Series 63 and Series 65 licenses. 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 and profit-sharing plans, corporations, and charitable organizations.