Alison Young is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, and previously at AllianceBernstein L.P. and Sanford C. Bernstein & Co., LLC from 2015 to 2020. Young serves as a board member and finance committee member for Planned Parenthood Gulf Coast. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering access to a wide range of product types and a focus on approved funds and strategies.

Franklin Breazeale III is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 2011 and provides personalized wealth planning, integrating corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial strategies. His client base includes affluent individuals, couples, and families across Texas and various locations nationwide. Frank holds a bachelor's degree in business administration from The University of Texas at Austin and a master's degree with a concentration in finance from Baylor University. He has earned several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials reflect his focus on estate planning services, investments, executive compensation, and liquidity strategies. Engaged in his community, Franklin supports local organizations such as Easter Seals and participates in the deep-seated Merrill tradition of community involvement. Outside of his professional work, he enjoys outdoor activities including running, golf, basketball, fishing, football, hiking, hunting, music, and spending time with his wife and two daughters in Kingwood.

Gareth Prescott is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His previous roles include positions at Equitable Advisors, BancFirst, and Texas A&M University Health Science Center. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carlos Garza is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anay Srivastava is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management at the River Oaks office in Houston, Texas. In his role, he provides clients with guidance on investment objectives by recommending individual or combined strategies, funds, or portfolios from Merrill or approved third-party investment managers. His approach incorporates the latest market dynamics and economic trends, offering clients customized strategies that include a variety of financial instruments, risk management tools, and liquidity solutions. Anay focuses on client needs in asset accumulation, retirement income planning, capital preservation, volatility management, liquidity solutions, and legacy planning. Additionally, his clients have access to credit solutions from Bank of America and Merrill. Anay’s professional journey began as an institutional fixed income analyst, progressing into trading, portfolio management, and serving as trustee on securitized fixed income investments. This background helped him develop expertise in macroeconomics, investment mathematics, and market psychology. He holds a Bachelor of Science degree from the University of Gorakhpur in India and earned his MBA from the University of Texas at Austin’s McCombs School of Business. Anay is a Personal Investment Advisor (PIA) and is fluent in English, Hindi, Punjabi, and Urdu. Residing in Houston with his family for over 20 years, Anay brings a global perspective shaped by his experiences living in India, Canada, and the United States. Outside of his professional work, he enjoys watching tennis, soccer, and cricket matches.

John Husband is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Based in Houston, TX, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Olena Bracks is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including BNY Mellon NA and BancWest Investment Services. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Nancy Nguyen is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings over two decades of experience in financial advising, specializing in personalized wealth management strategies tailored to clients' unique financial situations and goals. Nancy utilizes investment resources from Merrill and banking solutions from Bank of America to help clients pursue financial objectives such as college education planning, retirement income, socially responsible investing, tax minimization, and special needs planning. She collaborates closely with clients’ attorneys and accountants to support estate planning and tax-efficient strategies, though she does not provide tax advice in her current role. Nancy holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree in Accounting and Business from Benedictine College. Prior to her career in financial services, she spent 22 years with Texaco Inc. and El Paso Oil Company. Nancy has been with Merrill Lynch Wealth Management since 2006, having also worked with UBS from 2001 to 2006. Outside of her professional work, Nancy is actively involved in community volunteering, reflecting the Merrill tradition of service. Her personal interests include cooking, gardening, hiking, photography, running, swimming, tennis, traveling, and yoga. She enjoys capturing unique moments through photography during her travels and spending quality time with her family. Nancy is fluent in both Vietnamese and English.

Marleigh Miller is a Series 66-credentialed financial advisor at Merrill with eight years of experience, including two years in the financial industry. She previously worked at the University of Houston Downtown for four years. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Daniel Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Gladstein Levitt Rozelle Spence Group. He has been with the firm since 1999, providing financial guidance to individuals, families, and businesses. His approach to wealth management is dynamic and flexible, focusing on portfolio management, liability management, education planning, and retirement planning. Daniel emphasizes consistent communication with clients through regular face-to-face meetings and reviews to adapt strategies according to changing life events and market conditions. Throughout his career, Daniel has held leadership roles within the Downtown Merrill office, including coaching new financial advisors in the Paths of Achievement Program and serving as a Producing Sales Manager. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Daniel holds a Bachelor's Degree in Communication from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional life, he enjoys football, golfing, music, traveling, and spending time with his family. He resides in Braes Heights with his wife, Cyndi, and their son, Spencer.

Adam De Wind is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and various positions outside of finance, such as work with San Marcos Power Sports and Keystone Moving Solutions LLC. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Arnold is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Douglas Meuth is a financial advisor with LPL Financial located in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its broad network of more than 22,800 advisors.

Luis Urbina is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His prior roles include positions at First Command Insurance Services and First Command Advisory Services. Urbina served in the United States Army from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a focus on plan objectives and risk tolerances.

Andrea Schultz is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2013. Outside of her advisory role, she works as a beauty consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Arthur Atkins is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Fidelity Investments. Outside of his advisory role, he serves as a worship musician at Fishers of Men Lutheran Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Crystal Maxwell is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she serves as an officer of The Trinity Charitable Foundation, which donates to other charitable organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to address a broad range of client needs.

Cory Martay is a financial advisor at Morgan Stanley based in Houston, TX, with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and quantitative models to support its financial planning process and delivers services through a broad range of investment and advisory offerings.

Julian Elizondo is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise in Seabrook, TX since 2022. His prior experience includes roles at FSC Securities Corp and Texas Wealth Management. 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 planning advice focused on income sources and tax-aware withdrawal strategies.

Jairo Silva is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.