Alicia Smith is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles at Primerica Advisors since 2020, as well as prior positions at PFSI Investment Inc. and Jordan Cove LNG, LLC. Outside of advising, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody/clearing services.

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 leading Gentry, Masters & Associates, a wealth management team based in Houston, Texas. He joined Merrill Lynch Wealth Management in 2007 and serves as a senior partner of the team recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2023 to 2026. Sean and his team focus on providing customized strategies to business owners, corporate executives, and affluent families, managing over $1.6 billion in assets as of January 2026. Sean's expertise includes college education planning, executive compensation, family wealth management, legacy planning, liquidity management, and retirement planning, among other areas. He and his team prioritize connecting all aspects of clients' financial lives to pursue their most important goals through personalized, boutique-like services. He graduated from the University of Arkansas (Walton School of Business) with a Bachelor of Business Administration in Finance and Real Estate and holds the Certified Financial Planner (CFP®) and Personal Investment Advisor (PIA) designations. Sean is active in professional organizations such as the Certified Financial Planner Board of Standards Inc. and the Financial Planning Association. His community involvement includes support for the American Cancer Society, University of Arkansas Alumni Scholarship, and participation on the University of Houston Advisory Panel and the W.A.T.C.H. DOG Program at his children's school. In his personal life, Sean is married with two children and enjoys spending time with his family, playing golf, and hunting.

Erin Spring is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Based in Houston, TX, she works within a large institutional firm. 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.

Taylor Rouse is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Taylor works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Taylor aims to empower clients with the knowledge and tools to take control of their financial lives and select platforms suited to their needs. Taylor holds a Bachelor's degree from Montreat College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). These credentials reflect Taylor's commitment to providing informed financial guidance aligned with clients' goals.

Stephen Bonczek is a financial advisor with OSAIC, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Royal Alliance Associates, INC., Bonczek Financial Services, First Independent Advisory Services, Inc., American General Securities Incorporated, and Ameriprise. He is also involved in insurance sales and service through his business, Bonczek Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of advisory and brokerage services with an investment process centered on model-based asset allocation and portfolio optimization.

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 with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Linh has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2005 to 2009. 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, and manages approximately $2.74 trillion in client assets.

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 with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes roles at Westpark Wealth Advisors, Calton & Associates, and Ims Securities. Outside of advising, he operates a non-variable insurance business in Friendswood. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for defined benefit plans, investment consulting for defined contribution plans, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Arjun is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Business Administration from the University of Southern California and is pursuing a Master's Degree in Wealth Management from Columbia University, with an expected graduation in February 2025. Prior to his role at Merrill Lynch, Arjun provided investment advice to individuals at a leading financial services firm. Arjun resides in Houston, Texas, where he was raised. In his free time, he enjoys playing pickleball and tennis, as well as 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.

Miguel Arias is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of finance, he works as a food deliverer for DoorDash. 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.