Phillip Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement and college planning, income and estate tax minimization strategies, and wealth preservation, working closely with clients' attorneys and tax advisors. Phil's expertise encompasses a range of client focus areas including personal retirement planning, executive compensation, family wealth management strategies, managing new wealth, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. Phil graduated from Texas A&M University with a Bachelor's degree in Economics and Sociology. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Over his extensive career at Merrill Lynch, which began in 1993, Phil has built the JMJ Group, a wealth management team serving multigenerational families with a personalized approach. Beyond his professional work, Phil and his wife Tracy are active in their community, supporting organizations such as Can Care, Jimmy Pappas Memorial Clay Shoot, and Kids Meals. They live in Spring Valley with their two daughters, Caitlin and Carli. Phil enjoys boating, fishing, football, softball, and spending time with his family.

Angel Carlin Jimenez is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Jimenez worked at Wells Fargo Bank, N.A. for seven years and has experience in corporate roles at Toshiba International Corporation and ISS Facility Services. J.P. Morgan Securities LLC 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. The firm operates within the broader J.P. Morgan organization and offers a range of products through registrations uncommon among peers.

Noah Nowlin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities since 2023 and JPMorgan Chase Bank, N.A. since 2022. Prior roles include payroll and service positions in hospitality companies. 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 an ESG eligibility framework in its investment recommendations.

Rodney Williams is a Financial Advisor at Merrill Lynch Wealth Management, serving individuals, families, veterans, and business owners with a focus on protecting, growing, and transferring wealth. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Rodney works with clients to develop clear financial roadmaps tailored to their goals, emphasizing clarity in business and personal planning, college planning, and retirement planning. Rodney holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Furr High School and earned an Accredited Certificate Program from the College for Financial Planning. Rodney is honorably discharged from the U.S. Navy and is involved in several professional and community organizations, serving as an executive team member of the Houston Regional Veterans Chamber of Commerce and as a board member of Cypress Forest Lakes Homeowner's Association and Harris County Water Control and Improvement District 110, among others. In addition to his professional commitments, Rodney volunteers by providing financial education seminars and webex presentations at his church. He enjoys spending time with his family, cooking, traveling, live music and shows, outdoor activities, boating, and fishing. Rodney's approach centers on uncovering what matters to clients and their families to create strategies that help pursue their financial goals.

Emily Baker is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 license and beginning her industry experience in 2025. Her prior work includes positions at JPMorgan Chase Bank, N.A., and a role at Washington College of Law. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Joshua Irwin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Irwin earned a Bachelor's Degree from Houston Baptist University and a Master's Degree from Tulane University.

Jason Jack is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized financial strategies that align with their values and long-term goals. Jason’s areas of expertise include college education planning, family wealth management, legacy planning, personal retirement planning, and services tailored to defined benefit plans. He also provides financial education and planning support for student-athletes managing Name, Image, and Likeness (NIL) opportunities. Jason holds a Bachelor's degree from the Texas A&M University System and a Master’s degree from Concordia University - Texas. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of the Aggie Football Lettermen's Association and serves as a mentor in his community. Outside of his professional work, Jason enjoys cycling, cooking, fishing, football, music, photography, reading, spending time with his family, traveling, and watching movies.

Arianna Sanchez Garcia is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and no prior industry experience. Her work history includes roles at Wells Fargo Bank, Sephora, and Starbucks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 broader range of financial product offerings than typical large institutional advisers.

Trenton Hollas is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he specializes in providing tailored financial strategies to families and business owners. He focuses on areas such as legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategies, tax minimization, and retirement income. At the Eger Rush Group, Trenton offers comprehensive services including financial planning, tax-efficient wealth management, investment management, business succession planning, and estate and legacy planning. Trenton holds a Bachelor's Degree from the Texas A&M University System and holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He is actively involved in professional and community organizations, including serving on the Board of Governors at Hearthstone Country Club and participating in various local associations such as the Hearthstone Men's Golf Association, Sigma Phi Epsilon Houston Alumni, and the 12th Man Foundation. Outside of his professional commitments, Trenton enjoys spending time with his family and engaging in activities such as golf, baseball, basketball, cooking, football, hunting, music, soccer, and traveling. He values building meaningful relationships with clients and focusing on personalized financial strategies to help them pursue their long-term goals.

Wendi Ann Francis is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at several firms including Regions Bank, Cetera Investment Services, and JP Morgan Chase Bank. Outside of her advisory role, she owns Roots & Resilience LLC, which provides literacy materials and cultural programs focused on social and educational topics. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset allocation with centralized due diligence, applying an ESG eligibility framework.

Carli Jones is a Team Financial Advisor with JMJ and Associates at Merrill Lynch Wealth Management. She serves clients across multiple generations, focusing on relationship development and creating highly customized wealth management plans to help individuals achieve their personal and financial goals. Carli emphasizes a personalized approach, working closely with clients to address unique challenges and opportunities related to wealth. Carli holds a degree in Finance from Trinity University and has completed the SIE Exam as well as the Series 7 and Series 66 FINRA registrations. She is also designated as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management, Carli spent several years in the Technology industry working with mid-market companies to solve complex business challenges and enhance client experience programs. Outside of her professional pursuits, Carli enjoys spending time with her family and exploring national parks. She is involved in community organizations including Avondale House and the Ronald McDonald House.

Mark Meier is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL and JSC FCU. He also manages an advisory business through DGW Worldwide LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Jason Hermansen is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Pablo Hernandez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Craig Massey is a Private Wealth Advisor and Managing Director with The Massey Schmidt Harper Group at Merrill Private Wealth Management. He has been providing wealth management strategies and services to affluent clients since 1994. Craig works with entrepreneurs, senior executives, business owners, affluent families, endowments, and foundations to identify their financial needs and goals, developing tailored strategies that integrate and streamline the multiple components of significant wealth. His expertise includes estate planning services, retirement strategy, family wealth management, legacy planning, and philanthropic planning. He works closely with a select group of family office clients and directs the overall outreach and offerings of the Massey Schmidt Harper Group. Craig began his career in the Private Client Group at CIBC Oppenheimer and subsequently joined Morgan Stanley Private Wealth Management as an Executive Director. He holds a Bachelor's Degree and a Juris Doctorate Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). Craig is involved in various professional and community organizations, serving as Board Chair of the Houston Art Alliance and supporting the Tip of the Spear Foundation and St. John the Divine Episcopal Church. Outside of work, he enjoys golfing, spending time with his family, and traveling.

Mikenzi Rytter is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, N.A., and Tough Law Firm. Outside of her advisory role, she is the owner of Sourced by Bredehoft LLC, a retail business specializing in antiques and collectibles. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Aurelia Detwiler is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. She joined Merrill in 2022 and specializes in helping clients with areas such as divorce transition planning, employee financial health, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Aurelia’s expertise includes corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans, with a focus on integrating corporate benefits into long-term financial strategies for corporate executives. Aurelia holds a Bachelor's Degree from the California State University System and several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is bilingual in Spanish and English and a member of the Hispanic-Latino Organization for Leadership & Advancement (HOLA). Her professional approach centers on understanding client priorities to develop personalized wealth plans aligned with their goals and aspirations. Outside of her professional role, Aurelia is involved in her community through her work with Pup Squad Animal Rescue. She resides in the city with her husband and two dogs, and enjoys cooking, gardening, music, traveling, yoga, wine tastings, and attending theatre events in her free time.

Stephen Hever III is a financial advisor at LPL Financial based in Houston, TX, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at firms including JSC Federal Credit Union, IMG Financial Group, Securian Financial Services, Minnesota Life, PRUCO Securities, and State Farm Insurance. He is involved in JSC Financial Services and Wellby Financial, both related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jonathan Rozen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He is also a silent partner in Tibur Logistics PR LLC and Tibur Logistics LLC, international distribution firms focused on importing technology hardware and medical tests into the United States. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Stillman is a financial advisor with LPL Financial in Clear Lake Shores, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is active as an artist under the name Scott Stillman Artist. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.