Paul Dimiceli II is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management and 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.

Nicole Blaschke is a financial advisor with UBS Financial Services holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for 11 years and has been with UBS since 2024, transitioning recently to Wells Fargo Clearing Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Nicholas Hill is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Wells Fargo Clearing and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Daniel Bosworth is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as an investment-related representative with Blue Cross Blue Shield of Texas and Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Cameron Hayes is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, Hayes served 12 years in the U.S. Navy and has owned and managed a leasing and rental real estate business since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Patrick Mc Clernon is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Merrill and Bank of America N.A., where he has worked since 2020. His prior experience includes roles at Edward Jones and involvement with Kingwood Lacrosse and Bluewater Books. Merrill, together 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, and institutions. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and incorporating tax-aware options for sensitive investors.

Kenneth Mcintosh is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2000 and Bank of America since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Austin Treptow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His background includes various roles in education and retail prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Alexander Burchett is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he was employed at BOMA Georgia and has experience in educational institutions including Auburn University and Conroe Independent School District. He is involved with NSB Solutions, providing administrative support related to his advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, while offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Kathryn Lackett is a Series 66-licensed financial advisor with Ameriprise in Spring, TX, bringing 11 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she works at The Cynthia Woods Mitchell Pavilion assisting with security and guest seating. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations delivered by a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Luis Elias Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Valic Financial Advisors / AIG and Bank of America, N.A. He has been with Merrill and Bank of America since 2022. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Jacquelyn Davis is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 licenses and three 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 providing advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Joshua Bouldin is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He has worked at Bank of America and First Financial Bank and has been involved with Your Neighborhood Contracting LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.