Marcus Malonson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services and wealth management industry since 1994, utilizing a comprehensive approach that begins with understanding his clients' financial needs and objectives. Marcus provides access to Merrill Lynch's investment insights and Bank of America's banking services to address various aspects of a client's financial life. Marcus attended Southern Methodist University on a full-athletic scholarship, graduating in 1993 with a Bachelor's of Business Administration focused in Finance and Real Estate, along with a Minor in Economics. In 2004, he earned his MBA from the J.B. Fuqua School of Business at Duke University. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and others relevant to retirement planning and sports & entertainment wealth management. He is involved in several professional organizations such as the American Leadership Forum - Houston/Gulf Coast Chapter, the MLWM Black/African American Leadership Council, and the SMU Cox School of Business Alumni Board. His community involvement includes participation with the Catholic Endowment Foundation of Galveston-Houston, Houston Area Women's Center, and the SMU Cox School of Business Alumni Association. Outside of his professional life, Marcus enjoys spending time with his family, playing golf, bass fishing, traveling, and cooking out.

Andrew Makransky is a financial advisor with Fidelity Investments based in Houston, TX, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior work includes four years at Ameriprise Financial Services, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic, long-term asset allocation strategies.

Cornelio Koehler is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Wells Fargo Clearing since 2017, having also worked at Wells Fargo Bank, NA since 2006. 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 combines brokerage and advisory solutions alongside research from Wells Fargo Investment Institute and third-party sources.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

Patrick Elkins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. His approach emphasizes connecting people with the appropriate strategies and processes to help manage wealth and pursue personal goals such as funding education, planning for retirement, and legacy planning. Patrick’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, philanthropic planning, portfolio management, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation. Patrick earned a high school diploma from The Kinkaid School, a bachelor's degree from Southern Methodist University, and a master’s degree from The University of Houston. In addition to his professional work, Patrick serves on the Board of Directors for Trees for Houston, demonstrating his involvement in community initiatives.

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Josephine Mendoza is a financial advisor with Merrill in Houston, TX, holding a Series 63 designation and having 28 years of industry experience. She has been with Merrill since 1984. 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 institutions.

Stephen Alsup Jr. is a financial advisor at Morgan Stanley in Houston, TX, holding the ChFC® and Series 66 designations with 16 years of industry experience. His prior roles include positions at American General Life Insurance, AIG Capital Services, American General, and Valic Financial Advisors. Outside of advising, he assists with IT-related tasks for his parents' property and casualty insurance agency. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Tyra Gibson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over a decade of experience in the financial services industry, focusing on helping clients build and leave legacies through generational wealth. Drawing on her background as a private wealth advisor and small business lender, she assists business owners in coordinating their business finances and personal wealth with various strategies, including cash and liability management, lending, retirement plan services, business succession, and estate planning. She also specializes in areas such as college education planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Gibson holds a Bachelor's degree in English from Spelman College and a Master of Science degree in Business Management from Wake Forest University. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Based in Houston, she resides with her husband and their three children. Outside of work, she enjoys reading, soccer, and spending time with her family.

Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Tullo Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2011 and works with a diverse client base including individuals, families, business owners, physicians, attorneys, oil and gas professionals, athletes, and musicians. Thomas applies a consultative approach to wealth management, focusing on each client's unique and meaningful goals to develop personalized financial strategies that may encompass investments, insurance, retirement, and estate planning. Before joining Merrill, Thomas had a career at Bristol-Myers Squibb Pharmaceuticals as a Neuroscience Specialty District Business Manager. This experience contributes to his particular interest in assisting families with special needs, helping them with long-term financial and care planning in coordination with legal and tax professionals. He is a Merrill qualified Portfolio Manager and holds a Bachelor of Business Administration degree from Texas State University. Thomas is actively involved in his community and philanthropy. He has been recognized by Bank of America’s Global Volunteer Honor Roll since 2022. He volunteers with organizations such as the National Alliance on Mental Illness (NAMI) Greater Houston, Friendswood Youth Baseball, Project Joy & Hope, and the Houston Film Society. Thomas resides in Friendswood, Texas, with his wife and two children.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase Bank. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Zachary Mott is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and VOV Corporation. 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 a range of clients including individuals, pension plans, corporations, and charitable organizations.

Jennifer Vanderschoor is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Huy Nguyen is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Merrill, he worked at Texas Bay Credit Union and CUSO Financial Services, LP. He has also been involved in entrepreneurial ventures, including ownership roles in fitness-related businesses such as Crossfit Zeke LLC and Suite Time Fitness, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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.

Walter Katz is a CFP® and ChFC® affiliated with MassMutual Investors Services in Houston, TX, with 40 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2002. Outside of his advisory role, he is involved in the sale of personal insurance products through K Financial Services, Inc., where he holds ownership and officer positions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Sergio Ordonez currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Sergio worked as a Financial Representative at MetLife Securities and New England Securities. With over a decade of experience in the financial services industry, Sergio focuses on creating comprehensive and holistic financial plans tailored to each client's unique situation and goals. He holds an Arkansas Insurance License which supports his work in providing financial guidance. Outside of his professional career, Sergio enjoys activities such as spending time at the beach, family activities, hiking, running, soccer, and traveling.

Graham Hartley is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and bringing 29 years of industry experience. His prior experience includes roles at Intrua Financial LLC and Invesco AIM Private Asset Management, Inc. He is also affiliated with The Hartley Group LLC, an investment-related 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.