Jayesh Bhakta Bhakta is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has held roles at Bank of America, N.A. since 2026 and has prior experience with lodging enterprises and homemaking activities. Merrill 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 institutional accounts.

Donna Stolper Gonzalez is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Oneamerica Securities and OneHouston Financial. Outside of her advisory work, she is involved with JHRA Group LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Isabelle Lee is a Series 66 licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she held roles in healthcare and education, including employment with Gao Dental and Sugar Land Swim School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and portfolio management supported by structured discovery processes and advanced modeling tools.

Jon Heger is a Vice President and Financial Consultant at Fidelity Investments. In this capacity, he works closely with clients and their families to develop tailored financial plans aimed at achieving their unique financial goals. Jon has over 25 years of experience with Fidelity Investments, having held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. He is a Certified Financial Planner™ and holds an insurance license in Arkansas. Outside of his professional work, Jon enjoys baseball, family activities, fishing, golf, running, and traveling.

Howard Rogers Jr. is a financial advisor with UBS Financial Services in Sugarland, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Douglas Van Sickle is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including American General Life Insurance, Edward Jones, and Natixis Global Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves multiple registered investment companies while delivering model portfolios through systematic methodologies.

Benjamin Holland is a financial advisor with Ameriprise in Houston, TX. He holds the Series 66 designation and has been in the industry since 2024, previously working at Equitable Advisors. Outside of finance, he has experience in the car wash business and has worked in educational and athletic roles. Ameriprise is a large institutional firm that offers retirement-income planning services for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Jesse Ocana is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, serving initially as a Workplace Planning Consultant from 2017 to 2020, then as a Financial Consultant from 2020 to 2022 before his current position. In his role as a Financial Consultant, Jesse partners with clients to develop customized financial plans tailored to their unique needs and goals, emphasizing clear and comfortable communication. He holds an insurance license in Arkansas (AR Insurance License).

Keith A. Weidemann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved in several business activities related to land ownership, cattle raising, and real estate development through various family-owned entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Michael Dunavant is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2015, with a brief period at Bank of America, N.A. prior to returning to Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

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.

Thomas Doggett Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including prior roles at Edward Jones and Invesco AIM Private Asset Management. Outside of his advisory work, he organizes and manages the Mason Creek-3.5 Tennis Team. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers tailored retirement planning and income-focused recommendations. The firm’s approach integrates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and structured asset allocation.

Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.

Felise Anderson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and thorough due diligence on alternative investments.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Edward Wood Jr. is a CFP® professional with 27 years of experience, currently serving at MassMutual Investors Services. He has been with MassMutual and its affiliate MML Investors Services since 1998 and 1999, respectively. In addition to his advisory role, Wood serves as a vice president at UFG Advisors, LLC and holds a position on the board of Doal Enterprises, Inc., which is involved in the sales of oil field tubular products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, collaborative planning process supported by firm-approved analytical tools.

Jarrod Hageman is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Raymond James Financial Services and Amegy Investments, among others. He is also associated with The Noble Group, an entity related to his LPL business activities. 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 financial planning and investment management services through a large network of advisors, utilizing various strategic and tactical portfolio approaches supported by research and technology tools.