Lindsay Prewitt is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families navigate financial decisions by centering strategies on their core values and evolving priorities. Lindsay has expertise in areas including college education planning, retirement income, philanthropic planning, taxation minimization, and portfolio management. She also provides specialized services for endowments, foundations, non-profits, and addresses needs in LGBT wealth planning and managing new wealth. Prior to her financial services career, Lindsay worked in education, which enriched her approach to client relationships through patience, communication, and empowering others. Lindsay holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned her degree from the University of Texas. Outside of her professional work, she engages with Houston's arts and cultural communities and enjoys golfing, pottery, running marathons, and yoga.

Manly Acker is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with Sales Force Inc., Transamerica Financial Advisors, Inc., and World Financial Group, INC. 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, model portfolios, third-party asset management, and institutional platforms.

Vincent Sentmore is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at StaffDNA, Healthtronics, Hospitality Health ER, and Eastex Telephone. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jiaying Zhao is a financial advisor with Cetera in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Cetera, Zhao worked at HSBC Securities (USA) Inc. and HSBC Bank USA N.A., and also has experience in the technology sector with Polywell Computers Inc. No additional outside activities were reported. Cetera Investment Advisers LLC is an SEC-registered firm that operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and manages over $256 billion in assets.

Howard Herring II is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also a partner in 5 Pines Enterprises, a family real estate partnership. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Larry Hill is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. UBS combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Sunshine Coddou is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery conversations and firm‑approved tools, serving a broad range of clients through various specialized strategies.

Paul Bobal is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he serves as co-executor for his mother-in-law's estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Lisa Cowger is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Morgan Stanley for three years before joining Raymond James in 2017. Outside of advising, she supports operations at Sage Street Financial Advisory as an office executive assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports specialized programs including municipal finance and SIMPLE IRA advisory services.

Robb Scott serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping high net-worth individuals and families develop personalized wealth management strategies aimed at achieving their long-term financial goals. Robb leverages the investment resources of Merrill and the banking solutions of Bank of America to create flexible strategies that address the diverse components of clients’ financial lives. Robb's expertise includes wealth management planning, portfolio management for businesses, institutional clients, individuals, and small businesses. His advisory services cover areas such as college education planning, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robb earned his High School Diploma from Katy High School. Outside of his professional responsibilities, he participates in community volunteer activities and enjoys a variety of personal interests including biking, boating, hunting, music, scuba diving, skiing, swimming, traveling, watching movies, and spending time with his family.

Rudolph Ammer is a CFP® professional with 28 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also maintains a long-standing affiliation with Guardian Life Insurance Company. Ammer serves as an independent insurance agent through The Oughtness Group and holds a secretary position at OG Benefits LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Erika Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and having 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling techniques.

Sheena Young is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Shelby Stark is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Shelby's background includes various roles in theatre production and touring companies. Outside of financial advising, Shelby serves as an adjudicator for Houston area high school theatre productions with Theatre Under the Stars. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Marcia Miller is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Ascension Capital Advisors. Outside of finance, she is the owner and partner of East End Bows, a baby clothing and headwear business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Adam Stovall is a Senior Resident Director and Wealth Management Advisor with Merrill, where he has served for over 24 years. In his role, he assists clients in building wealth management strategies tailored to their individual needs, focusing on areas such as college education planning, family wealth management, legacy planning, personal retirement planning, special needs planning, tax minimization, and retirement income. Adam approaches wealth management by listening carefully and helping clients make informed decisions. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Adam earned a Bachelor's Degree from Sam Houston State University (SHSU). His professional involvement includes membership in the FFA Future Farms of America. Adam is committed to community participation, reflecting the Merrill tradition of service. He enjoys outdoor activities such as biking, boating, camping, cooking, fishing, football, golfing, hiking, hunting, and music. He prioritizes building strong relationships with his clients, striving to make them feel like family.

Jeffrey Stein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Stein serves on the Investment Committee of the Holocaust Museum Houston Foundation, overseeing the administration and management of the Foundation’s assets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

John Heck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations, and has 33 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is the owner of FOE V, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Chandel Strickland is a Series 66-licensed financial advisor with Thrivent Investment Management in Houston, TX, with seven years of industry experience. Prior to joining Thrivent, he worked for Wood Group from 2011 to 2018. Outside of his financial advisory role, he owns a business focused on natural hair care education and content creation, including publishing an instructional eBook and managing a related website. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes goal-based planning with broad written recommendations across multiple financial topics, offering clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Peter Flood is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support its financial advisors.