Jason Jack is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized financial strategies that align with their values and long-term goals. Jason’s areas of expertise include college education planning, family wealth management, legacy planning, personal retirement planning, and services tailored to defined benefit plans. He also provides financial education and planning support for student-athletes managing Name, Image, and Likeness (NIL) opportunities. Jason holds a Bachelor's degree from the Texas A&M University System and a Master’s degree from Concordia University - Texas. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of the Aggie Football Lettermen's Association and serves as a mentor in his community. Outside of his professional work, Jason enjoys cycling, cooking, fishing, football, music, photography, reading, spending time with his family, traveling, and watching movies.

Arianna Sanchez Garcia is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and no prior industry experience. Her work history includes roles at Wells Fargo Bank, Sephora, and Starbucks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Trenton Hollas is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Eger Rush Group. He specializes in working closely with business owners, executives, and families to navigate significant financial decisions including business exits, retirement, liquidity events, and generational wealth transfer. Trenton integrates various aspects of wealth management by coordinating investment, tax, estate, and business planning considerations for his clients. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Trenton earned a Bachelor of Science degree in Agribusiness from Texas A&M University. His practice emphasizes creating personalized financial strategies to help clients pursue their long-term goals. Outside of his advisory role, Trenton is involved in community activities and professional organizations, including the Hearthstone Country Club Men's Golf Association, Houston Tottenham Hotspurs, Houston American Outlaws, Association of Former Students at Texas A&M, and the 12th Man Foundation. He also participates in community initiatives through the Hearthstone Country Club.

Wendi Ann Francis is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her career includes roles at Merrill, Regions Bank, Cetera Investment Services, and JP Morgan Chase Bank. She is also the owner of Roots & Resilience LLC, a social and educational venture providing literacy materials and cultural programs. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Carli Jones is a Team Financial Advisor with JMJ and Associates at Merrill Lynch Wealth Management. As a second-generation Financial Advisor within the Jones McCurry Jones Group, she collaborates with multiple generations of families, focusing on relationship development and crafting highly customized wealth management plans to meet clients' unique needs. Carli applies a bottom-up approach to financial planning, emphasizing transparency and tailored strategies that align with her clients' personal and financial goals. Before joining Merrill, Carli graduated from Trinity University with a degree in Finance and gained experience in the Technology sector, where she worked with mid-market companies to solve complex business challenges and improve client experience programs. She holds the SIE Exam certification and Series 7 and Series 66 FINRA registrations, along with professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Carli speaks English and Spanish and is involved in community initiatives such as Avondale House and Ronald McDonald House. Outside of work, she enjoys spending time with her family, especially her two nieces, and exploring national parks across the country.

Mark Meier is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL and JSC FCU. He also manages an advisory business through DGW Worldwide LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Jason Hermansen is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Pablo Hernandez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill and Bank of America and has been with J.P. Morgan since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Craig Massey is a Private Wealth Advisor and Managing Director with The Massey Schmidt Harper Group at Merrill Private Wealth Management. He has been providing wealth management strategies and services to affluent clients since 1994. Craig works with entrepreneurs, senior executives, business owners, affluent families, endowments, and foundations to identify their financial needs and goals, developing tailored strategies that integrate and streamline the multiple components of significant wealth. His expertise includes estate planning services, retirement strategy, family wealth management, legacy planning, and philanthropic planning. He works closely with a select group of family office clients and directs the overall outreach and offerings of the Massey Schmidt Harper Group. Craig began his career in the Private Client Group at CIBC Oppenheimer and subsequently joined Morgan Stanley Private Wealth Management as an Executive Director. He holds a Bachelor's Degree and a Juris Doctorate Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). Craig is involved in various professional and community organizations, serving as Board Chair of the Houston Art Alliance and supporting the Tip of the Spear Foundation and St. John the Divine Episcopal Church. Outside of work, he enjoys golfing, spending time with his family, and traveling.

Mikenzi Rytter is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, N.A., and Tough Law Firm. Outside of her advisory role, she is the owner of Sourced by Bredehoft LLC, a retail business specializing in antiques and collectibles. 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 accounts.

Aurelia Detwiler is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. She joined Merrill in 2022 and specializes in helping clients with areas such as divorce transition planning, employee financial health, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Aurelia’s expertise includes corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans, with a focus on integrating corporate benefits into long-term financial strategies for corporate executives. Aurelia holds a Bachelor's Degree from the California State University System and several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is bilingual in Spanish and English and a member of the Hispanic-Latino Organization for Leadership & Advancement (HOLA). Her professional approach centers on understanding client priorities to develop personalized wealth plans aligned with their goals and aspirations. Outside of her professional role, Aurelia is involved in her community through her work with Pup Squad Animal Rescue. She resides in the city with her husband and two dogs, and enjoys cooking, gardening, music, traveling, yoga, wine tastings, and attending theatre events in her free time.

Dean Parham is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously held positions at several organizations including The Lubrizol Corporation and the US Census Bureau. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Stephen Hever III is a financial advisor at LPL Financial in Houston, TX, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at JSC Federal Credit Union, IMG Financial Group, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Jonathan Rozen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He is also a silent partner in Tibur Logistics PR LLC and Tibur Logistics LLC, international distribution firms focused on importing technology hardware and medical tests into the United States. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Stillman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes prior roles at Ameriprise and Edward Jones. Outside of his advisory work, he is involved in an art business, spending time monthly as an artist. 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, including financial planning and model portfolio programs, supported by extensive research tools and a large network of investment adviser representatives.

Mayank Rai is a financial advisor with OSAIC based in Houston, TX, holding a Series 66 credential and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. Outside of advising, he serves as an office manager involved in insurance sales for life and health products. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of brokerage, advisory, and retirement consulting services. The firm uses various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Vita Barrio is a financial advisor with Raymond James Financial Services Advisors Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been associated with Raymond James since 2012 and concurrently with International Financial Group since 2015. Barrio is the sole member of Vita Wealth Management LLC, which she established for business purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary investment consulting and sponsors various advisory programs.

John Noel is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Crescent Park Capital, the Houston Astros Organization, and academic and educational institutions. Outside of advising, he volunteers with the St. Louis Arch Angels, reviewing startup pitch decks, and owns Parplan Golf, a business creating and selling golf practice plans online. OSAIC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Alex Updyke is a financial advisor with Wells Fargo Advisors in Sugar Land, TX. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including prior roles at Hines Securities Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Roland Lewis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, utilizing research and analytics to evaluate investment options within client custodial platforms.