Frederick De Groot is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Based in Houston for the past 20 years, he specializes in executive compensation, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Frederick applies a disciplined and balanced approach to portfolio management, helping clients navigate market volatility and focusing on strategies tailored to their unique financial goals. Frederick holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from LaSalle University and his MBA from The University of Chicago Graduate School of Business. His extensive experience includes working with corporate executives and professionals through various economic climates, emphasizing proactive communication and accountability. Outside of his professional work, Frederick enjoys reading, running, and spending time with his family. He is involved in community organizations including EYBL Basketball, The John Cooper School, Texas Torque, and The University of Chicago.

Evan Gaddy is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in marketing and media, food service, and videography. He has operated a videography business since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services through a large nationwide network of financial advisors.

Renee Weston is a Financial Advisor with over 15 years of experience in the financial services industry, currently working with Merrill Lynch Wealth Management. She specializes in comprehensive wealth management and advanced planning strategies, including retirement planning, wealth transfer and legacy planning, education funding, and asset protection. Renee works closely with clients to develop personalized financial plans aligned with their individual goals, values, and visions for the future. She holds the designation of Personal Investment Advisor (PIA) and has an educational background including a High School Diploma from Klein High School and an Associate's Degree from North Harris Montgomery County College. Renee is committed to building lasting relationships by providing thoughtful guidance and helping clients make informed financial decisions throughout different stages of life. As a mother of three young adult children, Renee understands the importance of planning ahead and creating financial security for future generations. She is dedicated to assisting clients in building, preserving, and transferring wealth in ways that reflect their priorities.

Stephen Heller is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cassidy Wilson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. Wilson has worked with Thrivent Financial since 2020 and has been associated with Thrivent Investment Management Inc. since 2019. Prior to that, Wilson was with Sarah E Davis - Thrivent from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning focused on a range of topics, delivered either on a one-time or ongoing basis, without including implementation of recommendations.

Janet Bryant is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She serves as a trustee for a friend's trust in Birmingham, Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Braden Witham is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes positions at Charles Schwab and several other companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Robert Rosenbaum is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Premium Retail Services, and Best Buy. 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.

Diego Berrocal Dejo is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has six years of industry experience. He has worked with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020, and prior to that was with Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his financial advisory work, 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive model portfolio approach supported by centralized custody and operational infrastructure.

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 financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked in various healthcare-related roles, including at UnityPoint Health System Services and Plains Area Mental Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and advanced modeling tools.

Valerie Avila is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She has been with J.P. Morgan Securities since 2018 and has a longer tenure with JPMorgan Chase Bank, N.A. dating back to 2009. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Craig Zumpano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works alongside clients and their families to help achieve their financial goals, whether that involves planning for retirement or managing significant financial events. Craig focuses on creating personalized financial strategies tailored to each client's long-term objectives, addressing areas such as family wealth management, retirement planning, philanthropic and socially responsible investing, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds the Professional Investment Advisor (PIA) designation. He graduated from Columbiana High School and the University of Pittsburgh. Throughout his career, he has embraced Merrill's tradition of community involvement, dedicating significant time to volunteering. He has been a member and volunteer with the Knights of Columbus for 26 years, serving in leadership roles such as Trustee, Deputy Grand Knight, and Grand Knight. Additionally, Craig has contributed over 25 years to the Houston Livestock Show and Rodeo Metro Go Texan committee, where he has held multiple leadership positions including Assistant Captain, Captain, Vice Chairmen, Historian, and Coordinator. Outside of work, Craig enjoys biking, fishing, golfing, horseback riding, running, yoga, and spending time with his family.

Joshua Heard is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he held positions at DS Recreational Services, Inc., Panola College, and The University of Texas at Austin. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad platform including fee-based planning, portfolio management, principal trading, and capital markets services.

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.

Elizabeth Harden is a financial advisor at Edward Jones in Humble, TX, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016 and has been involved with the YMCA of Greater Houston since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kayla Price is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She is currently affiliated with Cetera and has prior experience working at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Kayla also operates MKP-Price & Co., P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

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. Over the years, he has focused on serving a select group of clients, many of whom are managers, executives, and business owners, by providing customized wealth management plans aligned with their values and objectives. Redenjohn holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise encompasses various client focus areas such as Corporate Executive Services, Education Planning, Employee Benefits Planning, Equity Compensation Services, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, and Individual and Corporate Investment Strategy. Outside of his professional life, Redenjohn is married to his wife, Teiy, with whom he has two sons and a third child on the way. He enjoys traveling with his family and participating in activities such as golf. He values balancing his work with priorities including faith, family, fitness, and finance.

John Sandberg is a financial advisor with Ameriprise in Porter, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in managing a vacation rental property through his business, Sandbag's Endless Summer, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.