Shantel Weigel is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she works closely with clients to develop financial plans tailored to their individual needs and serves as the primary point of contact throughout their financial journey. Her approach emphasizes collaborative planning, ensuring clients feel confident in their financial strategies. While specific details about her educational background and credentials are not provided, her professional experience centers on personalized financial consultation. Outside of her professional duties, Shantel enjoys attending concerts, cooking and baking, fitness activities, hiking, visiting museums, and traveling.

Rebecca Wagner is a financial advisor with Merrill in Tomball, Texas, holding a Series 66 credential and eight years of industry experience. She has worked at Bank of America and Merrill since 2009. Outside of her advisory role, she is the sole owner of a rental property in Kingwood, Texas. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Singletary is a CFP® with 24 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as an appointed board member of the Lake Shore Cove Homeowners Association, where he presides over meetings and manages the annual budget. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Kurt Kula is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. He partners with Fidelity's High Net Worth families to educate them on different financial paths with the intent to work toward financial independence. Kurt has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1999. His previous positions include Financial Consultant, Investment Consultant, Financial Representative, and Financial Service-Trading Representative. Prior to his tenure at Fidelity, he worked as a Licensed Relationship Manager at Key Bank from 2006 to 2010 and as a Licensed Financial Consultant at PNC Financial Group, Inc. from 2003 to 2006.

John Polivka is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2016. He leads Jerding & Polivka Wealth Management in The Woodlands, Texas, where he and his team specialize in serving successful families, business owners, oil and gas retirees, and corporate executives. Their approach combines personalized, goals-based strategies with the resources of Merrill Lynch, focusing on estate planning, multigenerational wealth transfer, business succession planning, tax-loss harvesting, customized investment strategies, and corporate retirement plans. John prioritizes a comprehensive understanding of each client’s objectives to tailor financial strategies accordingly. John holds multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Accredited Portfolio Management Advisor™ (APMA™), Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). He also possesses FINRA Series 7, 63, and 66 registrations, a Texas Group One Life, Accident, Health, and HMO License, and Bloomberg Market Concepts certification. John earned his Bachelor’s Degree from the Louisiana State University System and remains active in the LSU Alumni Association’s Houston chapter. Residing in the Cypress area with his wife, Casey, and their son Hank, John supports the Houston Astros and the Houston Livestock Show and Rodeo. His personal interests include fishing, football, golfing, and hunting. He is affiliated with several professional and community organizations, such as the American Finance Association, Bank of America Inter-Generational Employee Network (IGEN), LSU Alumni Association Houston chapter, Phi Gamma Delta fraternity Beta Rho Chapter at LSU, United States Golf Association (USGA), and the Houston Livestock Show and Rodeo.

Kevin Martin is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Colin Jerding is a Financial Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. His approach to wealth management focuses on setting and achieving personal financial goals. Colin specializes in areas such as college education planning, legacy planning, tax minimization, and retirement income. He works with clients to design personalized financial plans tailored to their individual needs and priorities. A native of Houston, Texas, Colin graduated from Baylor University. Outside of his professional work, he enjoys golfing and attending local sporting events.

Kevin Cascarelli is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2007. Prior to that, he worked at Amegy Investments, Inc. and United Securities Alliance, Inc. In addition to his advisory role, he serves as a Permanent Deacon in the Catholic Church and volunteers as a hospital chaplain. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process with multiple platform options and a complex network of affiliated entities.

Nicholas Festino is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and 15,000 branches.

Joseph Patterson Sr. is a financial advisor with LPL Financial, holding the Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, combining scale and a broad array of financial products with advisory and technological support tools.

Louis Perkins is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities. In addition to his role at Cetera, Perkins is involved in managing financial planning and investment-related activities through his partnerships in Sugar Land Financial Advisors and Lifespring Financial Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with access to a variety of investment strategies and third-party managers.

Donald Huynh is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 credential. His prior roles include positions at Chase Investment Services Corp., Banc One Securities Corporation, and Morgan Stanley DW Inc. Outside of his advisory work, he serves as an employee with the Harris County Sheriff's Office, assisting with law enforcement duties. 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 both model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

C.C. McCray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, McCray facilitates conversations about wealth and investment planning and delivers personalized service to clients. McCray provides customized services to sophisticated clients seeking a tailored, high-touch relationship and coordinates with Wealth Management Advisors when deeper wealth planning support is needed. McCray has been with Fidelity Investments since 2000, progressing through roles including Financial Representative, Senior Relationship Manager in the Private Client Group, and currently serving as Wealth Management Senior Relationship Manager since 2017.

Diana Deville is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Janko Trenkoski serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized financial strategies that incorporate the investment insights of Merrill and the banking services of Bank of America. His approach centers on understanding clients' full financial picture to help them pursue their goals through flexible wealth management strategies. With 20 years of experience, Janko's expertise encompasses global investments, pensions, entrepreneurship, private equity, and general management. His client focus areas include Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. He holds several professional designations, including Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Janko earned his Bachelor's Degree from McNeese State University. Janko is multilingual, speaking Spanish, Serbo-Croatian, and English. He is actively involved in professional organizations such as the CAIA Association, CFA Institute, CFA Society of Houston, CFP Board, Global Association of Risk Professionals, Lake Conroe Sailing Association, and Rotary International. His community involvement includes participation in the CFA Society Houston, Houston Livestock Show and Rodeo, Rotary Club of Lake Conroe, and The Woodlands Area Chamber of Commerce. Outside of work, he enjoys boating, football, hiking, running, soccer, tennis, and spending time with his family.

Madison Stone is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2025, Madison worked at Thrivent Financial and Thrivent Investment Management Inc. from 2023 to 2025, and has experience with Wells Fargo Clearing Services and TD Ameritrade. 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.

Willard Ulbricht II is a financial advisor with Stifel in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill and Bank of America, N.A. He is also president of TWC Holdings LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Joseph Zurfley is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 credentials and with 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, Charles Schwab, and TASO Houston Chapter. Outside of advising, he serves as a high school and NCAA baseball umpire and is the executive director of HTX Boat Charters LLC, a boat rental and leasing business. 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. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Michael Gibbens is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Brotherlylove Electric LLC and Jan's Gourmet Sweets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

David Alimi is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at several firms including Bank of America, Raymond James, TD Ameritrade, Morgan Stanley, and Merrill. Outside of his advisory role, he owns Wizzered Inc, a web development business. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.