Amlan Sahoo is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He helps individuals, families, and businesses achieve their financial goals through personalized wealth management strategies supported by the financial enterprise of Merrill and Bank of America. In his role, he leads the development and execution of financial plans and investment strategies across equities, fixed income, alternatives, and multi-asset portfolios. He combines macroeconomic and financial market insights with fundamental analysis to guide clients through complex financial markets. With a foundation in investment portfolio management, financial and investment analysis, economic analysis, asset allocation, investment selection, risk management, and financial planning, Amlan creates and executes performance-driven financial strategies. As a Portfolio Advisor, he also recommends individual or combined Merrill or approved third-party investment managers’ strategies, funds, or portfolios to help clients pursue their investment objectives. Amlan holds a Bachelor's degree from George Washington University and a Master of Business Administration from the University of Houston System. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Amlan is involved with the SKAI Foundation and is connected to Rice Tennis. He enjoys basketball, chess, golfing, soccer, and tennis.

Paul Hughston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group from 2001 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Peter Vanderlofske is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc for 11 years and has operated Polaris Benefits LLC since 2006. Outside of his advisory role, he serves as a Scholar Liaison and Board Member for Baylor Research Advocates for Student Scientists (BRASS), supporting graduate student researchers at Baylor College of Medicine. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors and $256 billion in assets under management.

Angela Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She has worked with Primerica Advisors since 2019 and Primerica Financial Services since 2015. Outside of her advisory role, she is involved in part-time sales of home-related products and services, including referrals for home security and automation. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Krishauna Vaughn is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. She has worked with PFS Investments Inc since 2009 and Primerica Financial Services since 2007, and previously with Sysco Corporation for 17 years. Her business activities include the sale of investment-related products and referral services for home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Noah Clark is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles primarily in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery through a process that combines fundamental research with quantitative and algorithmic analysis.

Eloy Alderete Jr. is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2000 and with Wells Fargo Clearing since 2016. Alderete serves as a finance committee member for the Nehemiah Center in Houston. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party analytics to guide investment strategies.

Milin Patel is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he is a partner at Bee One Properties Ltd, where he has managed real estate leasing operations. Milin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Kurt Schwenkel is a financial advisor with Merrill in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and Bank of America, NA since 2009. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peggy Bowers is a Certified Financial Planner (CFP®) with 37 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having worked at these firms since 2012 and 2018, respectively. Prior to that, she was employed at Texas Commerce Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria.

Alex Barron is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to define their short and long-term financial objectives and develops customized financial plans tailored to their specific needs. He emphasizes building strong relationships based on trust and reliability. Prior to his current position, Alex held roles at Fidelity Investments including Investment Management Consultant II from 2022 to 2023 and Client Management Representative from 2021 to 2022. Before joining Fidelity, he worked as a Financial Advisor at AIG Retirement Services from 2014 to 2021.

Jorge Molina is a financial advisor with LPL Financial in Humble, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. In addition to his advisory work, he sells supplemental term and whole life insurance products through Assurity Life Insurance Company. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a large-scale infrastructure.

James Forsyth Jr. is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2017. Forsyth is involved with Sterling Portfolio Managers LLC, an entity associated with his LPL business. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Michael Horvath is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Eaton Vance Distributors, Eaton Vance Management, Merrill, and Invesco Advisers. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and asset management options, supported by operational tools including machine-learning systems.

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.

Roger Walker is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with J.P. Morgan Securities since 2016, serving in various roles within the firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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.