William Mc Adams is a financial advisor at Merrill in Houston, TX, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at Nylife Securities LLC, New York Life Insurance Company, and Fidelity Investments. Outside of finance, he has experience working in the restaurant industry with roles at Frogs Bar and Grill and Dead Freddie's Island Grill. 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 and profit-sharing plans, corporations, and charitable organizations.

Ana Paola De La Parra Goldbaum is a Series 66 licensed advisor with J.P. Morgan Securities in Houston, TX, with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024 and previously was involved with Asociación Gilberto A.C. from 2015 to 2020. 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 within a non-discretionary program.

Garrett Maddox is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Webster, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Neeraj Parasher is a Financial Advisor with Merrill Lynch Wealth Management's TSPN Wealth Management Team since 2024. Prior to joining Merrill Lynch, he served as COO and CCO at FolioBeyond LLC, a Registered Investment Advisor specializing in fixed income products, where he contributed to the launch of RISR, the firm's inverse bond ETF. His career background also includes roles as COO at multiple hedge funds and earlier experience as an oil products trader with Mobil Oil and a power trader and marketer with PSEG. Neeraj holds a Bachelor's Degree from Lehigh University and a Master's Degree from the London School of Economics and Political Science. He has earned the Personal Investment Advisor (PIA) designation. Raised in New Delhi, India, and Jakarta, Indonesia, Neeraj pursues personal interests such as cooking, hiking, horseback riding, traveling, writing, and yoga.

Elliott Evans is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009, following earlier roles at Merrill and Citigroup Global Markets. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Alvaro Munoz is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with BBVA-related firms including BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., BBVA Wealth Solutions Inc., and Compass Bank from 2009 through 2021. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning is based on structured discovery conversations and proprietary tools, serving clients through both direct and employer-sponsored plans.

Samuel Guardiola is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he serves on the alumni advisory board of the Sigma Alpha Epsilon fraternity and is a certified NRA Range Safety Officer. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Kavitha Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. 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 firm-approved tools and a structured discovery process.

Christine Malik is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016, respectively, and previously held roles at RX To Go Pharmacy and Walgreens. Malik is also involved in referrals for home security and automation products through Primerica Client Services, Inc. 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 clients. The firm manages approximately $15.5 billion in assets under management through a large network of advisors delivering model-based investment strategies supported by third-party asset managers and custodial services.

Belina Dustin is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, N.A. from 2022. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Seif Ibrahim is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Morgan Stanley, Citigroup Global Markets, and Bank of America. 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’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Brooke Vannoy is a Series 66-credentialed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley, she worked at Sanford C. Bernstein & Co., LLC, Nuveen Securities, LLC, Nuveen Asset Management, LLC, and Ernst & Young. She is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and modeling techniques such as Monte Carlo simulations to assist clients in developing financial plans.

Ann Ronn is a financial advisor at LPL Financial with 36 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., and The AFP Group. Outside of advisory work, she is a licensed independent insurance agent and part owner of Income Protection Solutions, Inc., where she educates clients on insurance products. 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 advisory and brokerage services, including financial planning and access to third-party asset management, while supporting advisors with technology for operational and research purposes.

Matthew Albright is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones, and contracting for Michael John Garofalo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Joseph Howard is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Maique Insurance and Financial Services, Inc and Katie Lamb State Farm. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations incorporate proprietary research and third-party data, with enrollment criteria requiring a minimum level of investable assets.

James Spangler is a Wealth Management Advisor with the Wenzel Group, a nationally recognized wealth advisory team under Merrill Lynch Wealth Management. Based in Houston, Texas, he focuses on serving individuals, families, and businesses by providing personalized wealth strategies and advice. James aims to be the trusted leader of his clients' financial journeys while building multi-generational relationships. His expertise covers a range of areas including transitional events such as retirement and business changes, corporate benefit programs like equity compensation and retirement plans, trust and estate planning strategies, charitable giving, college education funding, home purchases, and lending through Bank of America. James holds a Bachelor of Business Administration in Finance with a minor in Spanish from the University of Miami. He maintains several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also involved with the University of Miami Alumni Association. In his personal time, James enjoys attending sporting events in Houston and spending time with his family, friends, and his mini goldendoodle, Samson. He speaks both English and Spanish.

Oliver Field is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Robert W. Baird and Russell Investments, as well as a period at Duke University. He is based in Houston, TX. 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 and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Isabella Mantilla Valdivieso is a Series 66-licensed advisor at J.P. Morgan Securities in Houston, TX, with experience beginning in 2024. Her background includes roles at Goldman Sachs, JPMorgan Chase Bank, N.A., and involvement with Trinity University in multiple capacities, including the admissions office and football department. 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 employs a centralized due diligence process and utilizes both quantitative and qualitative research to support its recommendations.

Brandon Lammers is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the Finance Committee of the Cy-Fair Girls Athletic Association, a youth sports organization in Cypress, Texas. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of investment programs supported by structured discovery and firm-approved planning tools.

Ronald Levi is a Financial Advisor with Merrill at the Bank of America Tower in Houston, Texas. He works closely with individuals, families, and business owners to develop personalized strategies that support their financial goals, including education planning, executive compensation, retirement income, and tax minimization. Ronald conducts in-depth analyses and enhances banking relationships to deliver a comprehensive client experience. His professional focus encompasses portfolio management services, legacy planning, and investment consulting for defined contribution and defined benefit plans. Ronald holds the Personal Investment Advisor (PIA) designation and has attended the University of Houston System. He earned his High School Diploma from Westbury High School. Outside of his professional role, Ronald enjoys baseball, basketball, cooking, dancing, football, gardening, music, and spending time with his family.