Joshua Vessell is a Senior Vice President and Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, business owners, and organizations to develop customized investment and financial strategies based on clients' objectives, risk profiles, and broader financial circumstances. His approach emphasizes strategic asset allocation, disciplined investment selection, diversification, tax awareness, and ongoing risk management. Joshua holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He earned his high school diploma from The Woodlands College Park High School and attended Houston Baptist University without receiving a degree. Outside of his professional work, Joshua enjoys cooking, running, spending time with his family, and traveling.

Dylan Dalpedri is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining the financial sector, he held roles at Pendle Hill Advisors and worked in the food service industry, including at Fajita Jack's Tex-Mex Bar and Grill and Papa John's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, supporting a range of investment vehicles and employing systematic methodologies and long-term asset allocation benchmarks.

Janet Bryant is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior experience includes roles at Prudential Equity Group, LLC, and Wells Fargo Clearing. She serves as a trustee for a friend's trust in Birmingham, Michigan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with various financial products and referral channels.

Donato Martone is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Bank of America. Outside of his advisory role, he is involved administratively with RCM Anesthesia LLC and is authoring a book. 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, and institutions.

Diego Berrocal Dejo is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his financial career, he is involved in organizing pickleball tournaments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management supported by a large-scale, integrated operational structure.

Mark Pond is a CFP® with 23 years of experience in financial advisory, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Raymond James & Associates and manages his own entities, MAP Wealth Management LLC and Pond Wealth Management. He is a volunteer member of the Finance Committee at Frassati Catholic High School in Spring, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a related municipal advisor.

Kari Ruchti is a Series 66 licensed financial advisor with Morgan Stanley in The Woodlands, TX, and has three years of industry experience. Prior to joining Morgan Stanley, she worked in health system services and mental health organizations. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved planning tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various advisory programs, including corporate financial planning agreements.

Valerie Avila is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at J.P. Morgan Securities since 2018 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

Joshua Heard is a financial advisor with UBS Financial Services who holds a Series 66 designation and has five years of industry experience. Prior to joining UBS in 2021, he worked in various roles including positions at The University of Texas at Austin and DS Recreational Services, Inc. He is based in The Woodlands, TX. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm integrates proprietary research and institutional trading capabilities with wealth management offerings.

David Frank is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Northwestern Mutual and NEXT Financial Group. Outside of his advisory work, Frank serves as a committee captain for the Houston Livestock & Rodeo and is a board member of the Montgomery ISD Education Foundation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Richard Ebert is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1989 and has also operated GGFC Inc. since 1983. Outside of his advisory role, he manages a sole proprietorship involved in rental property in Cleveland, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and research-driven portfolio management.

Redenjohn Canlas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2005 after graduating from The University of Texas at Austin. Redenjohn holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and is a Personal Investment Advisor (PIA). Throughout his career, Redenjohn has focused on providing customized wealth management plans to clients including corporate executives, business owners, and managers. His areas of expertise include corporate executive services, education planning, employee benefits, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, and individual and corporate investment strategy. Redenjohn is recognized for his work, having been named to the Forbes "Best-in-State Wealth Advisors" list multiple times and also featured as one of "America's Top Next-Generation Wealth Advisors." Outside of his professional role, he enjoys spending time with his family, traveling, playing golf, and supporting his sons in their activities.

David Mc Lellan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Blackhawk Energy, AEGIS Hedging, and Conroe ISD, among others. 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.

Madeleine Mc Gill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked six years at LyondellBasell and has experience in both the automotive industry and academia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jared Efurd is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jesse Webb is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked previously at Oppenheimer for nine years before joining Ameriprise in 2021. Webb is a limited partner in Lakeland Terrace, LLC, a real estate business. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Tamara Johnson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as Assistant Financial Secretary for Alpha Gamma Alpha Omega, a community service organization. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

V. Fisher Jr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member for Harbour Town Association, providing governance support. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Erich Kelley is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in selling trading cards and operates a budgeting service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.