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.

Noah Nowlin is a financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2023, Noah worked at JPMorgan Chase Bank, N.A., Brinker International Payroll Co LP, and in the restaurant industry. 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. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence and includes ESG considerations.

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 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and prior experience in real estate and hospitality. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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 and a member of the Eger Rush Group. He specializes in working closely with business owners, executives, and families to navigate significant financial decisions including business exits, retirement, liquidity events, and generational wealth transfer. Trenton integrates various aspects of wealth management by coordinating investment, tax, estate, and business planning considerations for his clients. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Trenton earned a Bachelor of Science degree in Agribusiness from Texas A&M University. His practice emphasizes creating personalized financial strategies to help clients pursue their long-term goals. Outside of his advisory role, Trenton is involved in community activities and professional organizations, including the Hearthstone Country Club Men's Golf Association, Houston Tottenham Hotspurs, Houston American Outlaws, Association of Former Students at Texas A&M, and the 12th Man Foundation. He also participates in community initiatives through the Hearthstone Country Club.

Wendi Ann Francis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Regions Bank, and Cetera Investment Services. Outside of her advisory role, she is owner and partner of Roots & Resilience LLC, a social and educational business providing literacy materials and cultural programs. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Carli Jones is a Team Financial Advisor with JMJ and Associates at Merrill Lynch Wealth Management. As a second-generation Financial Advisor within the Jones McCurry Jones Group, she collaborates with multiple generations of families, focusing on relationship development and crafting highly customized wealth management plans to meet clients' unique needs. Carli applies a bottom-up approach to financial planning, emphasizing transparency and tailored strategies that align with her clients' personal and financial goals. Before joining Merrill, Carli graduated from Trinity University with a degree in Finance and gained experience in the Technology sector, where she worked with mid-market companies to solve complex business challenges and improve client experience programs. She holds the SIE Exam certification and Series 7 and Series 66 FINRA registrations, along with professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Carli speaks English and Spanish and is involved in community initiatives such as Avondale House and Ronald McDonald House. Outside of work, she enjoys spending time with her family, especially her two nieces, and exploring national parks across the country.

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 Houston, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Pablo Hernandez is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has held positions at Merrill and Bank of America, N.A., and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to entering the financial industry, he spent time at Texas A&M University Kingsville. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with client decision-making retained throughout.

Edward Walker is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Houston, Texas. He serves as the Senior Resident Director of the River Oaks branch and works with high net worth individuals, corporate executives, and business owners. His typical clients are in the mid to later stages of asset accumulation, focusing on capital preservation, income generation, retirement planning, estate planning services, and wealth transfer planning. Edward Walker is a qualified Portfolio Manager who provides traditional advice and guidance while managing personalized or defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from The Ohio State University. He and his family reside in River Oaks and are active in supporting local schools as well as several local and national charitable and non-profit organizations. Edward's personal interests include boating, chess, football, interior decorating, spending time with his family, swimming, table tennis, and tennis.

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.

Dean Parham is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including The Lubrizol Corporation and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Stephen Hever III is a financial advisor at LPL Financial in Houston, TX, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at JSC Federal Credit Union, IMG Financial Group, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Jonathan Rozen is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with two years of industry experience. He is also a silent partner in Tibur Logistics PR LLC and Tibur Logistics LLC, firms specializing in international distribution logistics. Prior to joining J.P. Morgan, Rozen has held roles at JPMorgan Chase Bank, Alterna Securities, and Rice University, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm utilizes a centralized due diligence process, combining quantitative screens and qualitative research, and incorporates ESG criteria in its recommendations.