Ismael Vazquez is a financial advisor at Merrill with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at notable firms including JP Morgan Chase Bank and Direct Discount Display. Vazquez is currently based in Humble, TX. 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 investors.

Sam Van Leuven is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Sam collaborates with clients to identify and plan for their financial goals through a disciplined and goal-based planning process. Sam has accumulated experience in financial consulting through positions at several firms, including Senior Financial Consultant and Financial Consultant roles at TD Ameritrade from 2018 to 2020, Financial Consultant at Scottrade from 2017 to 2018, and Financial Solutions Advisor at Merrill Edge from 2015 to 2017.

Sean Thurmond is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of his advisory role, he operates Thurmond Capital LLC, a sole proprietorship managing single-family rental properties. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brian La Rocca is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Frost-related firms since 2016. He also teaches part-time for the Rice University Certified Financial Planner Program. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Isabel Beltran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at several firms including J.P. Morgan Chase Bank, N.A. and BBVA Securities Inc. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative research, incorporating ESG criteria and leveraging affiliates for implementation and portfolio services.

Lance Jones is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a variety of investment strategies and affiliated financial products under a fiduciary standard.

Reina Brunig is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with PFS Investments Inc. since 2016 and has been affiliated with Primerica Financial Services since 2005. Outside of her advisory role, she is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors 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 entities. The firm relies on model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Stephen Burchett is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Circle Oaks Farm, a property used for cattle grazing and hay cutting leases under an agricultural exemption. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research-driven recommendations, tax-efficient strategies, and algorithmic automation to support client income planning within a broad range of advisory, brokerage, and insurance solutions.

Jose Rincon Gallardo Romo is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with UBS Financial Services since 2013, based in The Woodlands, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Rodrigo Collada is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at CITIGROUP from 2016 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Paul Keehn is a Financial Advisor with Merrill Lynch Wealth Management. He takes a comprehensive approach to managing wealth by first understanding his clients, their families, financial situations, and priorities. Paul utilizes the investment insights and analytics of Merrill and Bank of America Global Research to assist clients in building, maintaining, and preserving their wealth. His professional focus centers on delivering excellent service and helping clients pursue and achieve their financial goals. Before entering the financial planning and wealth management industry, Paul held various executive-level positions at large companies throughout the United States. His career background emphasizes teamwork and designing processes to achieve desired client outcomes. Paul holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned a High School Diploma from Glenbard West High School and attended the University of Kentucky without earning a degree. Paul actively participates in community service through volunteering with organizations such as the Alzheimer's Association. He and his family have lived in The Woodlands, Texas, for over 25 years. His personal interests include biking, drawing/sketching, golfing, hiking, pickleball, reading, spending time with family, watching movies, and writing.

Sharon Campbell is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at several firms including UBS Financial Services, Wells Fargo Clearing, Raymond James & Associates, and MassMutual Life Insurance Co. She is currently based in Kingwood, TX. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Coty Dolan is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Dolan worked in various roles including positions at Equitable Financial Life Insurance and Keller Williams. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Richard Deyoung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, Banc of America Investment Services, UBS Financial Services, and earlier tenure with LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Felicia Cumby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Laurie Clark is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. She has worked at Linsco/Private Ledger since 2002 and previously spent five years at Waddell & Reed. Clark is also involved in non-variable insurance activities, including assisting clients with establishing HSA accounts. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Riggs is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Riggs is president of Alphalytics Research, LLC, which publishes subscription-based macro-economic research for institutional and professional clients. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through various programs including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk assessment tools and multiple management options.

Geoffrey Lesuer is a CFP® and Series 66-licensed financial advisor affiliated with Wells Fargo Clearing, with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee and co-trustee for several family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Sheryl Jimerson is a financial advisor with Cambridge Investment Research Advisors holding a PFS™ designation and a Series 63 license. She has one year of industry experience and has previously operated Jimerson Financial and Tax Advisory, LLC, as well as Jimerson Tax and Accounting, LLC. She also worked at Lone Star College for six years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a large network of Financial Professionals and multiple platforms.

Royal Lunsford III is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL and its predecessor Linsco/Private Ledger Corp. since 2007 and was previously employed at Thrivent Investment Management from 2004 to 2007. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, with advice delivered primarily through investment adviser representatives.