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.

Ann Fitzgerald Salazar is a financial advisor at UBS Financial Services with 37 years of industry experience. She has held her role at UBS since 1994 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Miguel Garces is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, NACA, Guardian Life, Veritat Advisors, Chase Investment Services Corp., and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

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.

Peter Steelman is a CFA® charterholder with six years of experience in the financial industry. He currently works with Wells Fargo Clearing in Houston, Texas, and has held roles within Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.

Charles Bankerd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Momentum Independent Network Inc. He also operates Bankerd Financial Services and maintains a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Austin Muehlenbrock is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Blue Maple Financial and various roles outside finance, including employment at 1836 Steakhouse and Camp Balcones Springs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by extensive technology and operational resources, overseeing more than $819 billion in discretionary assets.

Lazaro Rodriguez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, and it maintains unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Chioma Peter is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to individual and family financial goals. She focuses on a wide range of client needs including college education planning, family wealth management, defined benefit plans, liquidity management, retirement planning, tax minimization, and investment strategies for both individuals and corporations. Chioma supports clients through access to Merrill's investment insights alongside the banking and lending solutions provided by Bank of America. Chioma’s professional mission is to provide financial guidance and investment management services that foster financial confidence for individuals, families, and small business owners. With extensive experience serving retail, small business, and high-net-worth clients, she applies her expertise to develop strategies in investment, retirement, education, and risk management. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has cultivated strong interpersonal skills working with diverse multicultural backgrounds. Her academic credentials include a Bachelor’s Degree from Obafemi Awolowo University and a Master of Business Administration (MBA) from the University of Lagos. Outside of her professional work, Chioma enjoys chess, interior decorating, music, reading, singing, and spending time with her family.

Miguel Martinez serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Cypress Falls High School. Miguel focuses on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Martin Hernandez Garcia is a Financial Advisor at Merrill Lynch Wealth Management based in Honolulu. He works with clients to build, preserve, and grow their wealth through personalized strategies that align with their values and long-term goals. His approach emphasizes understanding the significance of money in clients’ lives to tailor financial plans that support retirement preparation, wealth building, and navigating major life transitions. Martin holds a Bachelor's Degree from the University of California, Berkeley, and a Fellowship Certificate from Waseda University in Tokyo, Japan. He has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Fluent in English, Spanish, Portuguese, French, and Japanese, he leverages his cultural insights and background in psychology to connect with clients and guide them holistically. In addition to his professional work, Martin is actively involved in his community. He participates in the Chamber of Commerce of Hawaii’s Young Professionals group and contributes to local efforts such as the Hawaii Food Bank. His personal interests include traveling, culture and arts, food, meditation, hiking, and diving.

Thomas Gardner is a Wealth Management Advisor and First Vice President with The RG Group at Merrill Lynch Wealth Management. Since beginning his career in 1999, he has focused on providing personalized financial guidance and counsel to a select group of families. In 2015, he co-founded The RG Group to enhance client service by connecting clients to a team of experienced financial advisors and dedicated support professionals, offering access to the resources and strategies of Merrill, Bank of America, and Bank of America Private Bank. Gardner’s expertise includes family wealth management strategies, endowments and foundations services, legacy planning, retirement and philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Mississippi. Outside of his professional work, Gardner participates in community organizations such as Houston Livestock Show & Rodeo, Knights of Columbus, St. Cecilia’s Catholic Church, and Trinity Classical School. He also volunteers as a Sunday School teacher and coaches i9 Volleyball. His personal interests include gardening, hiking, hunting, reading, scuba diving, skiing, tennis, traveling, and spending time with his family.

Jon Heger is a Vice President and Financial Consultant at Fidelity Investments. In this capacity, he works closely with clients and their families to develop tailored financial plans aimed at achieving their unique financial goals. Jon has over 25 years of experience with Fidelity Investments, having held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. He is a Certified Financial Planner™ and holds an insurance license in Arkansas. Outside of his professional work, Jon enjoys baseball, family activities, fishing, golf, running, and traveling.

Carl Carlile is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has worked with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending through a large network of financial advisors and branch offices.

Douglas Van Sickle is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including American General Life Insurance, Edward Jones, and Natixis Global Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves multiple registered investment companies while delivering model portfolios through systematic methodologies.

Michael Roma is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads The RG Group. He draws on over 30 years of experience managing portfolios on both private and public sides, as well as his prior roles as a CFO and CEO in corporate investing and partnerships. Michael works closely with clients to develop personalized financial strategies that align with their long-term goals, emphasizing clear and jargon-free communication throughout the strategy and implementation process. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michael utilizes an interactive engagement approach to build deep, long-term relationships and tailor investment portfolios that complement clients' personal and family lives. He also advises business owners on cash management, employee retirement benefits, partnership matters, and succession planning. Michael holds a Bachelor's Degree from St. John's University and carries professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He served as President of Business Network International from 2022 to 2023 and participates in community organizations such as the Alzheimer's Association of Houston, Star of Hope, Vita Living, and the Women's Resource Group of Houston.

Elliott Fell is a financial advisor with LPL Financial based in Houston, TX, holding a Series 66 designation and bringing 19 years of industry experience. He worked at Edward Jones for five years before joining LPL Financial in 2012. Fell is involved with business activities including Wallstreet Texas and Fell and Co., and he manages multiple related entities under the Fell Wealth Management name. 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, employing research-driven and customized investment strategies alongside comprehensive non-advisory financial solutions.