Luis Gutierrez Jr. is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 26 years of experience in the financial services industry. He specializes in family wealth management strategies, international wealth management, and individual and corporate investment strategy. Luis holds a bachelor's degree in Business Administration with a focus on Finance from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Outside of his professional role, Luis participates in community and faith-based organizations, including the Knights of Columbus and the Catholic Men Called to Be Saints Men's Bible Class. He also enjoys baseball, fishing, golfing, music, softball, swimming, and watching movies.

Alicia Smith is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Primerica Advisors, PFSI Investment Inc., and Jordan Cove LNG, LLC. She also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from Pershing and an overlay manager.

Bruce Abrams is a financial advisor with Thrivent Investment Management in Houston, TX. He holds the Series 66 credential and has five years of industry experience. His prior work includes roles at Bulldog Security, Uber, and Uhaul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account services through its WealthPlan option while keeping those services separate.

Jessica Luuong is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Merrill since 2009 and also worked at Bank of America, N.A. from 2021 to the present. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Gentry is a Wealth Management Advisor and Managing Director at Merrill Lynch, based in Houston, Texas. He is a senior partner of Gentry, Masters & Associates, a wealth management team recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2023 to 2026. Sean has been with Merrill Lynch since 2007 and has been acknowledged both personally and as part of his team for his work as a financial advisor. Sean and his team focus on providing customized advice and guidance to business owners, corporate executives, and affluent families. Their approach emphasizes risk-adjusted performance aligned with clients' long-term goals, managing over $1.6 billion in assets as of January 2026. Sean's expertise includes areas such as education planning, family wealth management strategies, legacy planning, and portfolio management services. He earned a Bachelor of Business Administration in Finance and Real Estate from the University of Arkansas Walton School of Business and holds the CERTIFIED FINANCIAL PLANNER (CFP) certification. Sean is affiliated with professional organizations including the Certified Financial Planner Board of Standards Inc., the Financial Planning Association, and Grace Presbyterian Church. His community involvement includes supporting the American Cancer Society, University of Arkansas Alumni Scholarship, University of Houston Advisory Panel, and the W.A.T.C.H. DOG Program at his children's school. Sean is married with one daughter and one son, and in his free time, he enjoys spending time with his family, golfing, and hunting.

Michael Parker is a financial advisor at Merrill with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he coordinates evening courses and manages instructors at the Champions School of Real Estate in Houston, 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, and institutional investors.

Taylor Rouse is a Series 66 credentialed financial advisor at Merrill with two years of industry experience. Prior to joining Merrill and Bank of America, they held various roles including positions at Montreat College and work as a nanny. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Stephen Bonczek is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2015 and has operated Bonczek Financial Services and First Independent Advisory Services, Inc. since 2008. Bonczek also participates in sales and service of life and health insurance through his own firm. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios that include a range of investment types and supports various managed account and legacy platform programs.

Neil Parmar is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.

Linh Doan is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2005. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone planning.

Shawn Nicol is a CFP®-designated financial advisor with Edward Jones, based in Bellaire, TX, with 21 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Steven Shirley is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Westpark Wealth Advisors, Inc., Calton & Associates, Inc., and Ims Securities, Inc. Outside of his advisory role, he is involved in a non-variable insurance business under the Steven Shirley Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

John Granger II is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the boards of Employee Benefit Systems and JWG Aviation, Inc., and is a director at the St. Thomas High School Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages a broad range of client assets using structured planning tools and advisory programs.

Arjun Saran is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on divorce transition planning, employee benefits planning, family wealth management strategies, and investment consulting for defined contribution plans, among other areas. Arjun works with individuals, families, small businesses, and institutions to develop personalized financial strategies that align with their goals. He earned a Bachelor of Science degree in Business Administration from the University of Southern California. Arjun is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, he provided investment advice at a leading financial services firm. Arjun resides in Houston, Texas. In his free time, he enjoys playing tennis, pickleball, and spending time with his family.

Eric Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. 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 planning tools.

Warren White is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation and supports clients in managing their financial goals. Warren earned a Doctorate and a Bachelor's Degree from the University of Texas at Austin. His academic background underpins his expertise in financial advising within the wealth management sector.

Joseph Willey is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Roberts Wealth Management and Cetera Investors, as well as various non-financial roles early in his career. He is also involved in managing an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brayan Uriostegui Tadeo is a financial advisor with Fidelity in Missouri City, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Merrill, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Lance Campolong is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. His professional approach is centered on dignity, transparency, and improving his clients' financial situations by understanding their individual needs, concerns, and goals. Lance emphasizes building relationships through open communication, proactive outreach, and tailored strategies. Outside of his professional life, he has interests in baseball, family activities, golf, and traveling, and he values parenthood and exploring culinary experiences.

Carolina Buttafuoco is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Escalada USA LLC and WGU (Western Governors University). 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.