C Thames is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Thames provides financial guidance and investment strategies tailored to client needs. Thames holds the professional designation of Personal Investment Advisor (PIA). Their educational background includes a Bachelor's Degree and a Master's Degree, both earned from the University of Texas.

Madeline Parker is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Waddell and Reed. Outside of her role at Ameriprise, she manages a separate advisory business, Tiras Wealth Management LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Samantha Madero is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 credential with 13 years of industry experience. She has worked at Morgan Stanley since 2018 and previously was with Monex Asset Management, Inc. and Monex Securities, Inc. from 2015 to 2018. Outside of her advisory work, she is a registered yoga teacher and instructs yoga at the Houston Iyengar Yoga Studio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Sergio Gonzales is a financial advisor at Morgan Stanley in Houston, TX, holding Series 65 and Series 63 licenses with 12 years of industry experience. His career includes two separate tenures at Morgan Stanley totaling 14 years, interspersed with seven years at Raymond James. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Charles Mendez is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007 and also maintains a long-term role with Roche Diagnostics beginning in 1998. Outside of his advisory work, Mendez is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Sallie Caruthers is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BBVA Securities Inc., Hancock Whitney Investment Services, and Compass Bank. Additionally, she serves as a private banker at Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Forrest Magee is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Fidelity Brokerage Services, Morgan Stanley, and E*Trade Securities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, annual client engagements and event-driven planning services.

Jason Demers is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with Merrill's firm-wide resources to design and deliver wealth management services tailored to a select group of high net worth families. Jason's approach involves understanding clients' full financial picture and developing personalized strategies aimed at helping them pursue their long-term financial goals. Jason began his career with Merrill Lynch in 1995 and brings over 20 years of experience in the financial industry. He holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. and has earned the Wealth Management Advisor designation. He earned a Bachelor of Business Administration in Finance and Economics from Stephen F. Austin State University. Outside of his professional work, Jason is involved with community organizations including the American Heart Association and BNI. He resides in Seabrook with his wife, Allie, and their three children. His personal interests include golfing, tennis, and traveling.

Samuel Soderman is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as a primary point of contact for ultra-high net worth individuals and their families. In this role, he assists clients in conversations about growing and maintaining wealth, as well as planning and gifting strategies. When deeper wealth planning support is necessary, he facilitates discussions with a Wealth Management Advisor to address specific client needs. Samuel's professional experience spans multiple roles in financial services, including his current position at Fidelity Investments since 2021, where he also served as a Planning Consultant. Prior to that, he was a Senior Financial Advisor at Vanguard and held branch management positions at TD Ameritrade and Scottrade Financial Services. His career in the industry began as a Financial Office Assistant at Scottrade in 2004. Outside of his professional responsibilities, Samuel enjoys outdoor activities such as camping, concerts, and hiking.

Boyce Laqua is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held roles at PFS Investments Inc., Primerica Financial Services, Kaneka North America LLC, Lubrizol Corporation, TD*X Associates, and Gulfspan Industrial. His background includes a period as a stay-at-home dad. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Christopher Ruiz is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009 and also works with Bank of America, N.A. since 2019. 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.

Stephen Carmona is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He focuses on deepening new and existing client relationships through financial planning and collaborates with clients to develop strategies tailored to their unique financial needs. Stephen has been with Fidelity Investments since 2020, progressing through several roles including High Net Worth Associate, Workplace Planning Consultant, and Planning Consultant. This experience has provided him with a comprehensive understanding of financial planning services across different client segments. Outside of his professional work, Stephen has interests in baseball, beach activities, football, music, and traveling.

Kristen Nichols is an International Wealth Advisor with Merrill Lynch Wealth Management and serves as the Lead Advisor for The Hanshaw Group, a team with over fifty years of combined experience. She began her career in wealth management in 2011 and focuses on guiding high-net-worth individuals and families in achieving their personal and financial goals through a thoughtful and proactive approach. Kristen works with clients across the U.S. and internationally, including temporary U.S. residents, tailoring financial strategies to their diverse needs. A proud Houston native and Texas A&M University graduate, Kristen holds a Bachelor of Arts in Spanish with a minor in Business. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach centers on clear and stress-reduced financial planning, emphasizing the development of trusted, long-term relationships with her clients. Kristen is actively involved in her community, volunteering and fundraising for organizations such as the Houston Livestock Show and Rodeo, Junior League of Houston, Project C.U.R.E., Star of Hope, and serving on the Saint Agnes Academy Alumnae Board. She resides in Katy, Texas, with her husband and their three children and enjoys gardening and hosting backyard gatherings in her free time.

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Richard Lambert is a financial advisor at Edward Jones in Pearland, TX, with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joris Buffa is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2020 and previously worked at HJ&P Group and Texas A&M–San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by approved tools and modeling techniques.

Homero Guerra is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he spent 29 years at the American Bureau of Shipping. Outside of finance, he owns HM Residential Services LLC, a home services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm employs an independent due-diligence process to select asset managers and uses a tiered wrap-fee structure for its services.

Winifred Awolope is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. Her work history includes positions at Lazard, Northwestern Mutual, and Bank of America. She is based in Houston, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dayan Vargas Brito is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Merrill in 2024, he worked for Banorte-Ixe Securities International, Ltd. for over seven years in various roles. Merrill provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Miguel Posada is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Wells Fargo Clearing and J.P. Morgan Securities. Since 2021, he has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support its advisory process.