Clarissa Barras is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Michael Gibbens is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Brotherlylove Electric LLC and Jan's Gourmet Sweets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

David Alimi is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at several firms including Bank of America, Raymond James, TD Ameritrade, Morgan Stanley, and Merrill. Outside of his advisory role, he owns Wizzered Inc, a web development business. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Bankerd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Momentum Independent Network Inc. He also operates Bankerd Financial Services and maintains a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Lazaro Rodriguez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, and it maintains unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Chioma Peter is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to individual and family financial goals. She focuses on a wide range of client needs including college education planning, family wealth management, defined benefit plans, liquidity management, retirement planning, tax minimization, and investment strategies for both individuals and corporations. Chioma supports clients through access to Merrill's investment insights alongside the banking and lending solutions provided by Bank of America. Chioma’s professional mission is to provide financial guidance and investment management services that foster financial confidence for individuals, families, and small business owners. With extensive experience serving retail, small business, and high-net-worth clients, she applies her expertise to develop strategies in investment, retirement, education, and risk management. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has cultivated strong interpersonal skills working with diverse multicultural backgrounds. Her academic credentials include a Bachelor’s Degree from Obafemi Awolowo University and a Master of Business Administration (MBA) from the University of Lagos. Outside of her professional work, Chioma enjoys chess, interior decorating, music, reading, singing, and spending time with her family.

Miguel Martinez serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Cypress Falls High School. Miguel focuses on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Martin Hernandez Garcia is a Financial Advisor at Merrill Lynch Wealth Management based in Honolulu. He works with clients to build, preserve, and grow their wealth through personalized strategies that align with their values and long-term goals. His approach emphasizes understanding the significance of money in clients’ lives to tailor financial plans that support retirement preparation, wealth building, and navigating major life transitions. Martin holds a Bachelor's Degree from the University of California, Berkeley, and a Fellowship Certificate from Waseda University in Tokyo, Japan. He has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Fluent in English, Spanish, Portuguese, French, and Japanese, he leverages his cultural insights and background in psychology to connect with clients and guide them holistically. In addition to his professional work, Martin is actively involved in his community. He participates in the Chamber of Commerce of Hawaii’s Young Professionals group and contributes to local efforts such as the Hawaii Food Bank. His personal interests include traveling, culture and arts, food, meditation, hiking, and diving.

Thomas Gardner is a Wealth Management Advisor and First Vice President with The RG Group at Merrill Lynch Wealth Management. Since beginning his career in 1999, he has focused on providing personalized financial guidance and counsel to a select group of families. In 2015, he co-founded The RG Group to enhance client service by connecting clients to a team of experienced financial advisors and dedicated support professionals, offering access to the resources and strategies of Merrill, Bank of America, and Bank of America Private Bank. Gardner’s expertise includes family wealth management strategies, endowments and foundations services, legacy planning, retirement and philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Mississippi. Outside of his professional work, Gardner participates in community organizations such as Houston Livestock Show & Rodeo, Knights of Columbus, St. Cecilia’s Catholic Church, and Trinity Classical School. He also volunteers as a Sunday School teacher and coaches i9 Volleyball. His personal interests include gardening, hiking, hunting, reading, scuba diving, skiing, tennis, traveling, and spending time with his family.

Paul Nitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Cetera in 2025, he spent two decades at Avantax Advisory Services and over 30 years associated with related Avantax entities. In addition to his advisory work, he owns a legal and tax preparation practice focused on estate planning and tax return preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Carl Carlile is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has worked with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending through a large network of financial advisors and branch offices.

Lindsey Broadwell is a financial advisor with Primerica Advisors in Houston, TX. She holds Series 65 and Series 63 licenses and has recently transitioned into the financial services industry following nearly a decade of experience at major energy companies including Chevron and ConocoPhillips. Primerica Advisors offers 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 clients. The firm delivers advisory services through a large network of financial advisors, utilizing model-driven investment strategies managed by third-party asset managers.

Timothy Anselmi is a financial advisor with Osaic Wealth, holding a Series 66 credential and bringing 20 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 17 years and briefly at Curian Capital, LLC. Outside of his advisory role, he sells property and casualty insurance and operates a marketing practice under Quest Agency Wealth Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a focus on asset allocation, portfolio optimization, and offers multiple advisory and brokerage services through an extensive affiliate network.

Michael Roma is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads The RG Group. He draws on over 30 years of experience managing portfolios on both private and public sides, as well as his prior roles as a CFO and CEO in corporate investing and partnerships. Michael works closely with clients to develop personalized financial strategies that align with their long-term goals, emphasizing clear and jargon-free communication throughout the strategy and implementation process. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michael utilizes an interactive engagement approach to build deep, long-term relationships and tailor investment portfolios that complement clients' personal and family lives. He also advises business owners on cash management, employee retirement benefits, partnership matters, and succession planning. Michael holds a Bachelor's Degree from St. John's University and carries professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He served as President of Business Network International from 2022 to 2023 and participates in community organizations such as the Alzheimer's Association of Houston, Star of Hope, Vita Living, and the Women's Resource Group of Houston.

Talon McAdams serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. His focus includes education planning, personal retirement planning, and tax minimization. Talon holds a Bachelor's Degree from the University of Saint Thomas and holds the Personal Investment Advisor (PIA) designation. His expertise emphasizes comprehensive planning designed to mitigate taxes, manage costs, and minimize overall risk, particularly for high-net-worth individuals and families. He approaches wealth management by creating tailored plans that align with each client's unique needs and goals. Outside of his professional responsibilities, Talon is involved with the Kingwood Rugby Club and is a member of the Sigma Tau Gamma Fraternity. He enjoys basketball, golfing, hunting, scuba diving, skiing, and spending time with his family. Talon and his wife Madison live downtown with their two cats.

Rachael Hunt is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, she held roles with organizations including the Jewish Federation of Greater Dallas and URJ Greene Family Camp. Her background includes community and nonprofit involvement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Muhlbauer is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory role, he serves as president of WyoTex Investments, a capital investment company, and leads Between Jobs Ministry, a nonprofit focused on workforce skill development. He is also a co-owner of Peregrine Stimulation Services through his involvement with WyoTex Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a comprehensive range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Ramiro Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at Insperity and several other firms. Outside of his advisory role, he is involved in real estate investing as the managing member of Paving The Way Properties LLC and serves as a co-trustee of C5 Acquisitions LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Elliott Fell is a financial advisor with LPL Financial based in Houston, TX, holding a Series 66 designation and bringing 19 years of industry experience. He worked at Edward Jones for five years before joining LPL Financial in 2012. Fell is involved with business activities including Wallstreet Texas and Fell and Co., and he manages multiple related entities under the Fell Wealth Management name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing research-driven and customized investment strategies alongside comprehensive non-advisory financial solutions.

Mathew Paul is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Cambridge, he worked at General Electric in the oil and gas sector for four years. He is also the managing partner of Mayanah Financial Coaching and Altirah Financial Solutions, and serves on the board of GreenLight House Ministries. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals, utilizing multiple platforms and proprietary model strategies.