Joseph Huynh is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Morgan Stanley and has been with Merrill for multiple periods, including a recent tenure starting in 2026. Huynh attended the University of Texas at San Antonio. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Uchechukwu Obi is a financial advisor at Merrill with seven years at the firm and a total of nine years of industry experience. He holds the Series 66 designation. Prior to Merrill, he worked at Bank of America, N.A., Nov Fiberglass, and Zenith Bank PLC. Outside of his advisory role, he works as a part-time rideshare and delivery driver. 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 institutional investors.

Stacy Crews is a CFP® professional with 26 years of experience, currently affiliated with Ameriprise in Houston, TX. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she owns a business that offers courses and training on setting up online businesses and serves as a board member and secretary for the nonprofit Project Alive & Kicking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Christopher Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has provided financial advice and guidance since beginning his career in 2007 and joined Merrill Lynch in 2015. Christopher focuses on business owners, entrepreneurs, and executives in the aerospace industry, leveraging his banking background to address both sides of clients’ balance sheets. He assists clients in adopting holistic wealth management strategies that integrate various aspects of their financial lives. Christopher holds a bachelor's degree in finance and economics from Texas State University. He has earned multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes retirement income planning, family wealth management, divorce transition planning, and LGBT wealth planning. He helps clients structure their wealth for retirement while considering factors such as taxes, inflation, and healthcare costs. Outside of his professional work, Christopher enjoys boating, fishing, and scuba diving. He is also committed to community involvement and spends time volunteering with local organizations.

Lawrence Conklin is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm‑approved tools, with an emphasis on advisory services rather than individual security recommendations.

Ashley Freitag is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

William Stroud Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Charles Hawkins is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Based in Houston, TX, he works within a large institutional firm serving a diverse client base. 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. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Abraham Atari is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting dual-income professionals and retirees with investable assets of $500,000 or more to develop clear retirement transition plans. His approach emphasizes creating coordinated income, investment, and tax strategies that address real-life retirement challenges. Abraham utilizes a structured process that includes consultation, personal wealth analysis, strategy implementation, and ongoing monitoring to help clients with retirement income strategies, investment alignment, tax-smart decisions in coordination with tax professionals, and simplifying complex financial matters into clear plans. His expertise encompasses areas such as college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, small business strategies, and tax minimization. He holds a BBA in Finance and Supply Chain Operations from the University of Wisconsin - Milwaukee and has earned the Personal Investment Advisor (PIA) designation. Abraham is a member of Phi Sigma Kappa and is involved with The Salvation Army. Outside of work, he enjoys basketball, billiards, bowling, football, golfing, hiking, photography, spending time with his family, traveling, and writing.

Larry Selzer is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and possessing 38 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through Corporate Financial Planning agreements with employers.

Tylan Shelby is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Ameriprise, Shelby held roles at W & S Brokerage Services, Western & Southern Life, and A-1 Tax & Financial Services. Before entering financial services, Shelby spent two years with the Los Angeles Chargers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary research.

Rebecca Miller is a financial advisor with Morgan Stanley in Houston, Texas, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley since 2010, working within both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the investment committee for Congregation Emanu El in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Matthew Spradley is a financial advisor with Edward Jones in Deer Park, TX, holding Series 63 and Series 66 licenses and bringing 24 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment funds.

Benjamin Yackell is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Centaurus Financial. Outside of his advisory work, he serves on the Board of Directors for the La Porte Baseball Association as Director of Field and Maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Parker Mc Collum is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and one year of experience at the firm. Prior to joining Ameriprise, he spent four years at the University of Alabama and thirteen years in full-time education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, including asset allocation and tax-aware withdrawal strategies. The firm combines internal research with third-party data and algorithmic tools to provide non-discretionary, collaborative recommendations tailored to clients meeting specific asset criteria.

Kevin Lopardo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kevin earned a Bachelor's Degree from the University of Dayton. His role focuses on providing wealth management services to clients, leveraging his expertise to support their financial goals.

Aaron Williams is a financial advisor at Edward Jones in Pasadena, TX, holding a Series 66 designation. He has one year of industry experience. Prior to joining Edward Jones, he was involved with lilxtreme productions for three years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products across a large nationwide network.

Maria Trevino is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Bank of America, JPMorgan Securities LLC, JPMorgan Chase Bank NA, INVERWEALTH SA de CV, and Tecnologico de Monterrey. 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.

Stephan Raska is a financial advisor with Wells Fargo Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Raska also owns and operates Raska Wealth Management, LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Ana Lule is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2011. 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 a range of clients including individuals, high-net-worth clients, and institutions.