Donald Fecel II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning and portfolio management strategies tailored to each client's specific goals. His work includes advising on areas such as retirement income, tax minimization, family wealth strategies, and socially responsible investing. Donald holds several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Trinity University and is involved with the Trinity University Alumni Board in Houston. He is active in the community through participation with the Houston Council on Recovery and supports the Houston Food Bank. His interests include gardening, golfing, music, skiing, spending time with his family, tennis, traveling, watching movies, and woodworking.

Ashley Brence is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Frost Brokerage and Merrill Lynch, and has experience outside finance at Bass Pro Shops and Gigglin' Marlin Dive and Swim. 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 through a non-discretionary program.

Joseph Huynh is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Morgan Stanley and has held multiple roles at Merrill since 2019. Huynh also has a background working at the University of Texas at San Antonio. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Uchechukwu Obi is a financial advisor with Merrill based in Missouri City, TX, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America, Nov Fiberglass, and Zenith Bank PLC. Outside of his advisory role, he works as an independent contractor providing ride services for Lyft and delivering grocery orders locally. 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 a range of client types, including individuals, high-net-worth clients, and institutions.

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 at Morgan Stanley with Series 63 and Series 65 credentials and 58 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, utilizing structured planning tools and market modeling techniques.

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 in Houston, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked for Prudential Equity Group, LLC for 17 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, and offers both brokerage and advisory solutions across a broad client base.

Nichole King is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Pharaoh Financial, LPL Financial LLC, and Insurica Insurance Services, LLC. King also has a background in legal services, having worked over a decade at Kowert, Hood, Munyon, Rankin & Goetzel, PC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and presents event-driven planning services including divorce and estate-settlement planning.

Charles Hawkins is a financial advisor at J.P. Morgan Securities in Houston, TX, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework to support model asset allocations.

Abraham Atari is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with dual-income professionals and retirees who have $500,000 or more in investable assets and are seeking a clear plan for their retirement transition. His expertise includes retirement income strategies, investment alignment with client goals and timelines, Social Security and withdrawal planning, tax-smart decisions in coordination with clients' tax professionals, and simplifying complex financial situations into coordinated plans. Abraham follows a structured process that begins with consultation and discovery, followed by personal wealth analysis and strategy development, implementation, and ongoing monitoring and optimization. Abraham holds a Bachelor of Business Administration degree in Finance and Supply Chain Operations from the University of Wisconsin - Milwaukee and is a Personal Investment Advisor (PIA). He is proficient in English and Arabic and is a member of Phi Sigma Kappa. Outside of his professional work, Abraham is involved with The Salvation Army. His personal interests include basketball, billiards, bowling, football, golfing, hiking, photography, spending time with family, traveling, and writing.

Larry Selzer is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 license and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016, following eight years at UBS Financial Services and 21 years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and strategies.

Tylan Shelby is a financial advisor with Ameriprise in Webster, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, Shelby worked at W & S Brokerage Services, Western & Southern Life, and A-1 Tax & Financial Services, and was associated with the Los Angeles Chargers from 2022 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on planned income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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 with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Centaurus Financial. Additionally, he serves on the Board of Directors for the La Porte Baseball Association as Director of Field and Maintenance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

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.