Mark Cogdill is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Banc of America Investment Services and JPMorgan Chase Bank. He serves on the finance committee of The Rise School, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG considerations in recommendations.

Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

Raheem Zare is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Marcus Malonson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services and wealth management industry since 1994, utilizing a comprehensive approach that begins with understanding his clients' financial needs and objectives. Marcus provides access to Merrill Lynch's investment insights and Bank of America's banking services to address various aspects of a client's financial life. Marcus attended Southern Methodist University on a full-athletic scholarship, graduating in 1993 with a Bachelor's of Business Administration focused in Finance and Real Estate, along with a Minor in Economics. In 2004, he earned his MBA from the J.B. Fuqua School of Business at Duke University. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and others relevant to retirement planning and sports & entertainment wealth management. He is involved in several professional organizations such as the American Leadership Forum - Houston/Gulf Coast Chapter, the MLWM Black/African American Leadership Council, and the SMU Cox School of Business Alumni Board. His community involvement includes participation with the Catholic Endowment Foundation of Galveston-Houston, Houston Area Women's Center, and the SMU Cox School of Business Alumni Association. Outside of his professional life, Marcus enjoys spending time with his family, playing golf, bass fishing, traveling, and cooking out.

Andrew Makransky is a financial advisor with Fidelity Investments based in Houston, TX, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior work includes four years at Ameriprise Financial Services, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic, long-term asset allocation strategies.

Jin Huang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2017 and joined Merrill Lynch Wealth Management in 2018. Jin assists clients by helping them manage their individual wealth through comprehensive wealth management strategies tailored to their specific needs. Her expertise encompasses family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Jin holds a Bachelor's Degree from Xiangtan University, a Master's Degree from the Chinese Academy of Sciences, and a Doctorate Degree from the University System of Ohio. She is also a Personal Investment Advisor (PIA) and is a member of the Asian Chamber of Commerce Houston. Jin is committed to community involvement, including volunteering with the Mandarin Immersion Magnetic School, reflecting the Merrill tradition of serving local communities. In her personal time, she enjoys dancing, spending time with her family, playing table tennis, and traveling.

Cornelio Koehler is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Wells Fargo Clearing since 2017, having also worked at Wells Fargo Bank, NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions alongside research from Wells Fargo Investment Institute and third-party sources.

Patrick Elkins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. His approach emphasizes connecting people with the appropriate strategies and processes to help manage wealth and pursue personal goals such as funding education, planning for retirement, and legacy planning. Patrick’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, philanthropic planning, portfolio management, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation. Patrick earned a high school diploma from The Kinkaid School, a bachelor's degree from Southern Methodist University, and a master’s degree from The University of Houston. In addition to his professional work, Patrick serves on the Board of Directors for Trees for Houston, demonstrating his involvement in community initiatives.

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Brian Kelly is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of his advisory role, he performs as a singer in an acoustic band and serves as secretary on the Houston Sigma Chi Alumni Chapter board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party programs and discretionary management, and offers products such as mutual funds, ETFs, and alternative investments, serving a wide range of clients from non-high-net-worth individuals to institutions.

Josephine Mendoza is a financial advisor with Merrill in Houston, TX, holding a Series 63 designation and having 28 years of industry experience. She has been with Merrill since 1984. 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, and institutions.

Stephen Alsup Jr. is a financial advisor at Morgan Stanley in Houston, TX, holding the ChFC® and Series 66 designations with 16 years of industry experience. His prior roles include positions at American General Life Insurance, AIG Capital Services, American General, and Valic Financial Advisors. Outside of advising, he assists with IT-related tasks for his parents' property and casualty insurance agency. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Tyra Gibson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over a decade of experience in the financial services industry, focusing on helping clients build and leave legacies through generational wealth. Drawing on her background as a private wealth advisor and small business lender, she assists business owners in coordinating their business finances and personal wealth with various strategies, including cash and liability management, lending, retirement plan services, business succession, and estate planning. She also specializes in areas such as college education planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Gibson holds a Bachelor's degree in English from Spelman College and a Master of Science degree in Business Management from Wake Forest University. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Based in Houston, she resides with her husband and their three children. Outside of work, she enjoys reading, soccer, and spending time with her family.

Nai An Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Nai An offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Her areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and women and wealth. Nai An holds a Bachelor's Degree from Baylor University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Nai An participates in community activities through volunteering with local organizations, following the tradition of Merrill's involvement in the communities it serves. She communicates with clients in English, Chinese, and Mandarin.

Danyel Ramelow is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Houston, TX, Ramelow holds Series 63 and Series 66 licenses. Outside of advising, Ramelow is involved with Common Knowledge Inc., a business specializing in leasing survey applicant databases. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Tullo Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2011 and works with a diverse client base including individuals, families, business owners, physicians, attorneys, oil and gas professionals, athletes, and musicians. Thomas applies a consultative approach to wealth management, focusing on each client's unique and meaningful goals to develop personalized financial strategies that may encompass investments, insurance, retirement, and estate planning. Before joining Merrill, Thomas had a career at Bristol-Myers Squibb Pharmaceuticals as a Neuroscience Specialty District Business Manager. This experience contributes to his particular interest in assisting families with special needs, helping them with long-term financial and care planning in coordination with legal and tax professionals. He is a Merrill qualified Portfolio Manager and holds a Bachelor of Business Administration degree from Texas State University. Thomas is actively involved in his community and philanthropy. He has been recognized by Bank of America’s Global Volunteer Honor Roll since 2022. He volunteers with organizations such as the National Alliance on Mental Illness (NAMI) Greater Houston, Friendswood Youth Baseball, Project Joy & Hope, and the Houston Film Society. Thomas resides in Friendswood, Texas, with his wife and two children.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Zachary Mott is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and VOV Corporation. 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 a range of clients including individuals, pension plans, corporations, and charitable organizations.