Alan Lopez is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at LPL Financial and LSNB Investment Services before joining Merrill and Bank of America in 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with features tailored for tax sensitivity and customizable investment restrictions.

Devon Pittarelli is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked at Native Solar, The Big Vibe Group, Alight Solutions, and several educational institutions and agencies. 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 offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Nicholas Hathaway is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2023. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader banking and capital-markets platform and emphasizes tax-efficient investment strategies.

Eric Fontenot is a CFP®-designated financial advisor with Edward Jones in Houston, TX, and has seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at RUS Industrial and Trio Electric, LLC. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Roth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services and JPMorgan Chase Bank. Outside of finance, he has experience working in the restaurant and automotive import sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Arthur Gellang is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and nine years of industry experience. His career includes positions at J.P. Morgan Securities LLC and Thrivent Financial. 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 in its recommendations.

Jason Gilcrease is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to his current role, he worked in consulting and outdoor apparel sectors and spent two years at Baylor University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to provide a broad range of financial solutions.

Maher Husseini is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2007 to 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Phillip Graiff is a financial advisor with Edward Jones in Houston, TX, holding the Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Board Chair of the Pearl Fincher Museum in Spring, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gabrielle Du Bose is a financial advisor at UBS Financial Services in Houston, TX, with three years of industry experience. She holds the Series 66 designation and has been with UBS since 2018. Prior to joining UBS, she was affiliated with Bucknell University and Avalon Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Charles Sanders III is a financial advisor at J.P. Morgan Securities LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Ameriprise Financial Services, and CUNA Mutual Group. J.P. Morgan Securities 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 its recommendations.

Travis Fitts is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2022, he worked at Robinhood Financial, Thrivent Investment Management, and Modern Woodmen of America. Outside of his advisory role, Fitts assists with management and upkeep of his family’s agricultural business producing cattle and hay. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, utilizing multi-asset model portfolios and a formal alternative-investment selection process.

Gerald Mischon Jr. is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved with Black Diamond Incorporated, a holding company for concession equipment assets, serving as its secretary. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and committee insights.

Marcus Reed is a financial advisor with Charles Schwab based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at TD Ameritrade and Scottrade prior to joining Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed account options. The firm’s model combines non-discretionary client relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research and due diligence on alternative investments.

Erin Spring is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Based in Houston, TX, she works within a large institutional firm. 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 and profit-sharing plans, corporations, and charitable organizations.

Bernard Adam III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is an owner of Bedrock Financial Advisors, LLC, and serves as a board member of a property owners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of Hawaii and Bank of America, with concurrent involvement at Louisiana State University Shreveport. 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 organizations.

Adam Burden is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked in education with Texans Can Academies and the Austin Independent School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option, maintaining separation between the services.

James Whitmore Sr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Summit Financial Group Inc. and Summit Brokerage Services, Inc., and he operates Whitmore Financial Services, a separate business he founded in 2002. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Athena Morrow is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she provides plan production services to local advisors through Penni, Rippey, Cunningham & Associates, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.