Taylor Allcott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2013 and holds FINRA Series 7 and Series 66 registrations. Taylor is a specially qualified Senior Portfolio Advisor who provides investment advice and guidance, helping clients pursue their objectives by building and managing custom investment strategies, including selecting from Merrill Lynch model portfolios and third-party strategies. In the firm's Investment Advisory Program, he may manage client strategies on a discretionary basis. He holds a Bachelor of Business Administration in Finance from the University of Kentucky and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Taylor's client focus areas include college education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Outside of his professional work, Taylor is involved with organizations such as "Be A Resource for CPS Kids" and the "Peanut Butter Cannery." He is a member of the Greater Houston University of Kentucky Alumni Club.

Jason Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 license and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His other business activities include serving as an executor of multiple estates. 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 firm-approved tools and manages approximately $2.74 trillion in client assets.

James O'Connor is a financial advisor at Merrill with 36 years of industry experience. He holds a Series 63 designation and has worked at Bank of America and Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Trevor Faulkner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management and retirement planning. He focuses on building personalized financial strategies that align with clients' goals and priorities, emphasizing clarity and education to empower clients in their financial decisions. Trevor works closely with clients to consider risk tolerance, time horizon, and liquidity needs, adjusting plans as circumstances change. Trevor's expertise includes risk management, college savings, tax planning, and helping clients develop income streams that last throughout retirement while managing market volatility and longevity risk. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Finance from Sam Houston State University and a certificate from the College of Financial Planning. Trevor is involved in the community through organizations such as Habitat for Humanity and The Woodlands Chamber of Commerce. In his personal time, he enjoys golfing, hiking, hunting, spending time with his family, and traveling.

Matthew Cudd is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on managing new wealth, personal retirement planning, sports and entertainment, and retirement income. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Matthew holds a Bachelor's degree from Sam Houston State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional duties, he spends time with his wife and four children. His personal interests include baseball, fishing, football, golfing, hunting, music, reading, skiing, and traveling.

Kevin Mccoy II is a CFP® with 23 years of industry experience, currently advising through Cetera. He has worked at Cetera and its affiliate firms since 2019 and previously at LPL from 2016 to 2019. Mccoy is a 50% owner of MCCOY WEALTH MANAGEMENT LLC, a business operated with his wife through Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Joseph Klein is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Charles Schwab, LPL Financial, and Mass Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers 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.

Jessica Gagne is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves a broad client base that primarily includes 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 offers a combination of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

Duran Dismore is the Senior Resident Director and Wealth Management Advisor at Merrill. He began his career at Merrill in 2004 after graduating from Elmhurst College with a Bachelor of Science in Finance. He holds the Chartered Financial Consultant® (ChFC®) designation and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Duran has extensive experience as a Senior Portfolio Advisor, providing traditional financial advice and guidance. He helps clients pursue their objectives by building and managing custom investment strategies and selecting from Merrill model portfolios and third-party investment options. He is authorized to manage investment strategies on a discretionary basis through Merrill's Investment Advisory Program. His client focus areas include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, defined benefit and defined contribution plans, legacy planning, managing new wealth, and retirement income. Duran resides in Montgomery, Texas with his wife, Tara, and their two children. He enjoys golfing, spending time with his family, and traveling. He has been recognized on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and 2022, as well as the 2026 Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists.

Dawn Schricke is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 credential and 13 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she owns a rental property, which is not related to her investment advisory activities. 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 various institutional investors.

Andrew Wentzler is a financial advisor with Raymond James Financial Services Advisors, Inc. in The Woodlands, TX. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at Woodforest Wealth and Woodforest National Bank. He is also an officer and vice president of Wentzler & Decker Wealth, a support company associated with his team. 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 non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacklyn Tobin is the Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads and collaborates with financial professionals to help clients develop personalized financial plans aimed at strengthening their financial well-being. She has worked with Fidelity Investments since 2014, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative I, Workplace Planning & Guidance Consultant, and Financial Representative. Throughout her career at Fidelity, Jacklyn has gained extensive experience in financial planning and client relationship management. Her expertise encompasses guiding clients through financial strategies tailored to their individual needs. Outside of her professional responsibilities, she engages in interests such as cooking and baking, family activities, golf, music, parenthood, and softball.

Denise Westbrook is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Oppenheimer for 15 years before joining Merrill in 2022. Outside of her advisory role, she serves as an executor and holds power of attorney duties for a personal entity in Conroe, Texas. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Josh Pena is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals, values, and lifestyle. He employs a collaborative and holistic planning approach to help clients make informed decisions aimed at achieving financial independence and long-term peace of mind. Josh has been with Fidelity Investments since 2014, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, Investment Solutions Representative, and High Net Worth Associate. His extensive experience at Fidelity has provided him with a thorough understanding of financial planning and investment strategies. Outside of his professional work, Josh's personal interests include fitness, golf, reading, and snowboarding.

Nathaniel Ervin III is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been associated with Primerica Advisors since 1996 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and non-investment referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisor-supported recommendations, overseeing approximately $15.5 billion in assets under management.

Stephen Benotti is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a 25% ownership stake in Sure Fine Markets, an investment-related business in League City, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Valentina Everhart is a Series 66 licensed financial advisor with Raymond James Financial, based in Spring, TX, and has 19 years of industry experience. She has worked with Raymond James Financial Services, Inc. since 2007 and with Raymond James Financial Services Advisors, Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through unique affiliations.

Craig Tomasek is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in The Woodlands, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ted Oliver Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Stifel Independent Advisors. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage and insurance services, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Anaydi Kashuba is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Citibank, as well as multiple roles within JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC 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 their recommendations.