Issa Kamara is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Texas Capital Bank from 2017 to 2022 and The Vanguard Group from 2013 to 2017. Kamara is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team based in Houston. The team is committed to providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service and professionalism. Cole developed an interest in wealth management during his studies at the Cox Business School at Southern Methodist University in Dallas, Texas. After earning his bachelor's degree, he joined the VMT Wealth Management team in Houston. Working alongside his father, who has 30 years of experience with Merrill Lynch, Cole focuses on helping families and business owners pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation. Residing in Houston, Texas, Cole engages in intramural soccer and enjoys cooking and staying active.

Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and has worked at Sagepoint Financial, Inc., Lincoln Financial Securities Corp, Woodbury Financial Services, Inc., OneAmerica Securities, Inc., and LPL Financial. Outside of his advisory work, he serves as president of the Dickinson Independent School District board and is involved in managing employee benefits through insurance agencies. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Sandra Ricker is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and over 30 years of industry experience. She has been with Wells Fargo in various capacities since 1997 and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions to a broad client base.

Robert Kerch Jr. is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Hodges Capital Management and First Dallas Securities, each spanning a decade. He has been with Equitable Advisors and related entities since 2019. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and works with both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.

Ahsan Baig is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience working with JPMorgan Chase Bank, N.A. since 2011. Baig is involved in a separate business venture, A&A Baig Ventures LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process incorporating quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Gary Broughton is a financial advisor at Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior work includes nine years at Market Source before joining Primerica in 2020. Outside of advisory services, he is involved in the sale of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Antonio Coria is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes multiple roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, as well as a prior position at Southwest Airlines. Outside of his advisory role, he is a partner in a real estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research and includes ESG considerations within a broader derivatives and commodities capability.

Virginia Grosz is a Planning Consultant at Fidelity Investments, where she works to provide a comprehensive planning experience to help clients and their families create plans for retirement and beyond. She has been with Fidelity Investments since 2022, progressing from the role of Financial Representative to Relationship Manager, and currently serves as a Planning Consultant since 2023. Throughout her time at Fidelity Investments, Virginia has gained experience in client relationship management and financial planning. Her roles have involved working closely with clients to develop and implement financial strategies that align with their retirement goals. Further information regarding Virginia's education, credentials, personal interests, and community involvement has not been provided.

Daniel Portillo is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and previously worked at American Military University from 2015 to 2017. 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 plans, corporations, and charitable organizations.

Jacoby West serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping families achieve their financial goals through a mathematical, non-emotional planning process that is client-focused and service-centered. Jacoby was recruited to TSPN Wealth Management shortly after graduating from Texas A&M University in the summer of 2022. His expertise includes divorce transition planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Jacoby and his team aim to reduce taxes, fees, and risk while maximizing returns by following a disciplined and structured investment process that maintains flexibility to adapt to changing economic conditions. They also prioritize consistent communication to ensure financial strategies remain aligned with clients' goals. Jacoby holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his family, exercising, and scuba diving.

Jane Degeorge is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lori Gibson Hynson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2010. Outside of her advisory role, she serves as assistant treasurer for Alpha Kappa Alpha Sorority Inc. and owns a business specializing in interior design and remodeling. Additionally, she provides respite care through Foster Care Beacon of Hope. 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 offers a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Taylor Korb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. from 2010 to 2018. 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. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Donald Burrows Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to Cetera, he worked for Hilltop Securities Inc. for 10 years and is involved in several business ventures including ownership of a family-operated pine plantation and management of a ranch in Timpson, TX. He also owns and consults for multiple businesses in consulting, tax preparation, and mineral interests. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services with access to both affiliated and third-party managers, supporting a wide range of program options and custodial arrangements.

Joshua Espinedo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach is centered on understanding a client’s complete financial picture and creating flexible plans tailored to changing market conditions, with access to Merrill’s investment insights as well as Bank of America’s banking and lending solutions. Joshua’s areas of expertise include college education planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joshua earned both his Bachelor's and Master's degrees from the University of Houston System. Born and raised in Houston, Joshua participates in community volunteer activities in line with Merrill’s tradition. Outside of his professional work, he enjoys basketball, camping, cooking, fishing, golfing, hiking, racquetball, yoga, and spending time with family.

Catherine O’Connell is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. She has held roles within JPMorgan Chase and Northern Trust organizations since 2013. Outside of her advisory duties, she manages an inherited investment portfolio through RLB O&G LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team, with a focus on eligible strategies that may include ESG criteria.

Lesley Lozano Perez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. She has held positions at Wells Fargo Bank, the University of Houston-Downtown, and several other organizations. Perez is based in Houston, TX, and has less than one year of industry experience as a financial advisor. 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 offers both brokerage and advisory solutions, relying on research and analytics to guide its investment approach.

David Whorton is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at Charles Schwab and Roberts Wealth Management. At Merrill, he is part of a large team serving various client segments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office strategies with third-party managers and supports a range of account types with trading, administration, and custody services.