Aldo Rodriguez is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at LPL Financial, Edward Jones, MML Investors Services, MassMutual Life Insurance Company, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversified investment evaluation methods.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including UBS Financial Services and Cambridge Investment Research Advisors. Mendoza is based in Pasadena, TX. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by related investment-management affiliates.

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.

Thomas Rosellini is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Carlos Lopez Doddoli is a financial advisor at J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Intercam Banco from 2015 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Jessica Pan is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 27 years of industry experience. Her prior work includes roles at Bank of America, Merrill, First Allied Advisory Services, and Charles Schwab. Outside of her advisory work, she personally owns and manages single-family rental properties in Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making and integration of ESG considerations.

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.

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.

Sinan Sammour is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Cantella & Co., Inc. and Morgan Stanley Private Bank, N.A. He is also the owner of a passthrough entity, National Financial Capital LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

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.

Donald Gaddy is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory 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.

Chelsea Daniel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and has 27 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Fernando Vizcaino is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Crystal Garrett is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Garrett is the author of a forthcoming book titled *The Next Chapter: Navigating Life and Wealth in Retirement*, expected to be published in Fall 2025. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, delivered through a centralized consulting team in partnership with client advisors.

Aamir Hasanali is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked within various roles at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2019, with prior experience at Mercer and Rice University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brian Borden is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work history includes roles at Wells Fargo Bank, Bank of America, and positions in real estate and collections. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Robert Pizzitola is a financial advisor with LPL Financial in La Porte, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at WESTPARK WEALTH Advisors, Inc. and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by advanced operational and research tools.

Troy Horn is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA, Collabera, Texas A&M University, McKesson, and the City of Conroe. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.