Marcus Malonson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services and wealth management industry since 1994. Marcus utilizes a comprehensive approach to managing wealth that begins with listening to clients' needs and ensuring strategies are based on a clear understanding of their financial objectives. He provides clients with access to investment insights from Merrill Lynch and banking services from Bank of America to address various aspects of their financial lives. Marcus holds a Bachelor of Business Administration with a focus on Finance and Real Estate and a Minor in Economics from Southern Methodist University, where he attended on a full athletic scholarship and graduated in 1993. He earned his Master of Business Administration from Duke University's J.B. Fuqua School of Business in 2004. Throughout his career, he has obtained multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC), among others. He is involved in several professional and community organizations, including the American Leadership Forum - Houston/Gulf Coast Chapter, the Center for Houston's Future, and the SMU Cox School of Business Alumni Association. Marcus is committed to community participation and volunteers with local organizations such as the Catholic Endowment Foundation of Galveston-Houston and the Houston Area Women's Center. Outside of work, he enjoys activities like fishing, golfing, hunting, reading, skiing, traveling, and spending time with his family.

Andrew Makransky is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and utilizes systematic methodologies alongside oversight of sub-advisers.

Cornelio Koehler is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

Patrick Elkins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. His approach emphasizes connecting people with the appropriate strategies and processes to help manage wealth and pursue personal goals such as funding education, planning for retirement, and legacy planning. Patrick’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, philanthropic planning, portfolio management, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation. Patrick earned a high school diploma from The Kinkaid School, a bachelor's degree from Southern Methodist University, and a master’s degree from The University of Houston. In addition to his professional work, Patrick serves on the Board of Directors for Trees for Houston, demonstrating his involvement in community initiatives.

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Josephine Mendoza is a financial advisor with Merrill in Houston, TX, holding a Series 63 designation and having 28 years of industry experience. She has been with Merrill since 1984. 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.

Stephen Alsup Jr. is a ChFC®-designated financial advisor with 15 years of industry experience, currently serving at Morgan Stanley in Houston, TX. His prior experience includes roles at American General Life Insurance and AIG Capital Services. Outside of his advisory work, he assists with IT support for his family’s property and casualty insurance agency. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Tyra Gibson serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over 10 years of experience in the financial services industry, specializing in helping clients build and preserve generational wealth. Tyra works closely with clients and multiple generations of their families, leveraging the global resources at Merrill to address diverse financial needs. Her background includes roles as a private wealth advisor and a small business lender, enabling her to assist business owners with coordinating business finances and personal wealth through cash and liability management, lending strategies, retirement plan services, business succession, and estate planning. Tyra earned a Bachelor's degree in English from Spelman College in Atlanta, Georgia, and a Master of Science degree in Business Management from Wake Forest University in Winston Salem, North Carolina. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyra resides in Houston with her husband and their three children. Outside of work, she enjoys reading, soccer, and spending time with her family.

Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Tullo Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2011, bringing experience from his previous role as a Neuroscience Specialty District Business Manager at Bristol-Myers Squibb Pharmaceuticals. Thomas works with a diverse client base including individuals, families, business owners, physicians, attorneys, professionals in oil and gas, athletes, and musicians. He has a particular interest in assisting families with special needs due to his background in neuroscience. Thomas employs a consultative approach to wealth management, focusing on understanding each client's unique and personally meaningful goals. His strategies may include investments, insurance, retirement, and estate planning considerations tailored to individual needs. He is a qualified Portfolio Manager at Merrill and holds the Personal Investment Advisor (PIA) designation. Thomas earned his Bachelor's Degree from Texas State University System. Outside of his professional activities, Thomas resides in Friendswood, Texas with his wife Wendy and their two children. He is involved in several community organizations including the National Alliance on Mental Illness of Greater Houston, Friendswood Youth Baseball, Houston Film Society, and Project Joy & Hope. Thomas has been recognized with Bank of America's Global Volunteer Honor Roll in 2022, 2023, and 2024 for his philanthropic and volunteer work.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Zachary Mott is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and VOV Corporation. 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 a range of clients including individuals, pension plans, corporations, and charitable organizations.

Jennifer Vanderschoor is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Huy Nguyen is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Merrill, he worked at Texas Bay Credit Union and CUSO Financial Services, LP. He has also been involved in entrepreneurial ventures, including ownership roles in fitness-related businesses such as Crossfit Zeke LLC and Suite Time Fitness, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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.

Sergio Ordonez currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Sergio worked as a Financial Representative at MetLife Securities and New England Securities. With over a decade of experience in the financial services industry, Sergio focuses on creating comprehensive and holistic financial plans tailored to each client's unique situation and goals. He holds an Arkansas Insurance License which supports his work in providing financial guidance. Outside of his professional career, Sergio enjoys activities such as spending time at the beach, family activities, hiking, running, soccer, and traveling.

Graham Hartley is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and 29 years of industry experience. His career includes roles at Invesco AIM Private Asset Management, Inc., and Intrua Financial LLC. Hartley is also involved with The Hartley Group LLC, a separate investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Kyle Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He provides customized wealth strategy and integrated advice to individuals and families, assisting them in addressing their priorities and pursuing their goals more efficiently. Kyle's client focus includes college education planning, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. Kyle has been named on the Forbes "America's Top Next-Generation Wealth Advisors" list from 2018 through 2025 and was ranked #1 in Texas on the 2021-2025 lists. He has also been listed on Forbes "America's Best-In-State Wealth Advisors" from 2021 through 2025. His professional designation includes being a Personal Investment Advisor (PIA). Kyle earned his bachelor's degree from Rice University, where he was captain of the Varsity Golf Team. In addition to his professional work, Kyle is involved in several organizations including the Evans Scholars Foundation, Rice University, and the Houston Golf Association. He participates in the Houston Open Committee and enjoys golfing, traveling, and spending time with his family.