Brian Benandi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on connecting clients with the people, plans, and processes tailored to their individual ambitions and financial goals. Brian assists clients in areas such as education funding, retirement planning, managing potential health care costs, and developing personalized strategies to support long-term family objectives. He holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Houston. Brian aims to bring clarity and transparency to investment management, guiding clients through the complexities of wealth planning with an approach centered on their personal perspectives and priorities.

Christian Mckoy is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Merrill, Wells Fargo Bank, and logistics firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Tyler Griffin is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes positions at Equitable Advisors and a range of roles outside finance, including in the restaurant and retail sectors. 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.

Charlton Vance is a Series 66 registered financial advisor with UBS Financial Services in The Woodlands, TX, where he has worked since 2003. He has 25 years of industry experience. Outside of his advisory role, he serves as an executor for an estate, managing the execution of a will for a family member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of products and strategies.

David Crawford is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC for 10 years before joining Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Selena Requena is a financial advisor at Merrill with six years of experience in the industry, holding a Series 66 credential. Her prior work includes positions at Bank of America, N.A., and Chase Bank, as well as teaching roles at the University of Houston-Downtown and Houston Community College. Outside of her advisory work, she is the sole owner of a rental property in Houston, Texas. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacquelyn Davis is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 designations and bringing four years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques.

Megan Horton is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones. Outside of her advisory role, she serves as Vice President of SHT Land Holdings, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice using analytical tools and supports various advisory programs across a large advisor network.

Kim Stepanski is a financial advisor at Merrill with a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1997. 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 with model-based and discretionary investment strategies.

Kaitlyn Fick is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America and Merrill since 2019, and previously was involved with Lonestar Banners/Cetane Media and Sweet Caroline & Co. from 2016 to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Thompson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Christopher Kohnhorst is a financial advisor with Edward Jones in Spring, TX. He holds the CFP® and Series 66 designations and has 15 years of industry experience. He has been with Edward Jones since 2010. 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 network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Sandra Bloem Curtis is a financial advisor at Edelman Financial Engines based in Spring, TX. She holds a Series 65 designation and has been with Edelman Financial Engines since 2023. Prior to her advisory role, she worked for ten years at William Marsh Rice University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Nicholas Honsberg is a financial advisor at Cetera with credentials including Series 63 and Series 65 and two years of industry experience. His prior work experience includes roles at TIP Group LLC, Fuller Financial LLC, and The Fitzpatrick Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

Michael Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2022 following four years as a financial advisor with Edward Jones. With over 26 years of experience in accounting and finance, including 12 years in CFO roles across manufacturing and private equity companies, Michael brings extensive expertise to his financial advisory practice. His background includes serving on fiduciary teams responsible for selecting investment options for company retirement plans. Michael works with clients of all ages and backgrounds, focusing on personalized wealth management strategies tailored to their full financial picture. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Business Administration in accounting from Stephen F. Austin State University. A native Texan who grew up in Humble, Texas, Michael and his wife have lived in the Conroe area for over 25 years. Outside of his professional activities, he enjoys racquetball, golf, pickleball, and spending time with their three adult children. Michael is also actively engaged in community volunteer work aligned with Merrill’s tradition of service.

James Harris is a financial advisor with Charles Schwab, holding a Series 63 designation and 26 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. 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 SMAs and offers a multi-asset model portfolio approach supported by proprietary research and due diligence on alternative investments.

Thomas Simutis is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Invesco and has held various roles at The University of Alabama. 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.

Diana Lonbeck is a financial advisor with Thrivent Investment Management in Conroe, TX, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services under its WealthPlan option, with periodic reviews and a broad range of planning topics.

Angel Macias is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Wells Fargo and E*TRADE. Macias is based in Winter Garden, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Andrew Kirwin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, MassMutual Life Insurance Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He receives residual income from insurance business placed during his previous employment. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, asset managers, and affiliated insurance and trust services.