Maria Trevino is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America, JPMorgan Securities LLC, 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. The firm offers 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.

Lucas Mendez is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial guidance to clients and their families. Since beginning his career in 2012 as part of Rovere-Mendez Wealth Management, he has focused on helping clients at various stages of their financial journey—from early career wealth accumulation to retirement income management. He works closely with clients to develop personalized wealth plans grounded in their individual values, goals, and priorities. His areas of expertise include college education planning, corporate executive services, equity compensation services, retirement income, tax minimization, and planning for endowments, foundations, and non-profits, among others. Fluent in both Spanish and English, Lucas holds a Bachelor's degree from the University of Houston System and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Investment Advisor (PIA) designations. He is a member of the Houston Hispanic Chamber of Commerce and contributes to the Houston Food Bank. Outside of his professional commitments, Lucas enjoys running, playing soccer, and spending time with his family.

Eman Abdellatif is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the Evolve Wealth Management Group. Since joining Merrill Lynch in 2013, he has focused on retirement strategies and offers guidance tailored to the unique needs of each client. His areas of expertise include corporate executive services, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and socially responsible investing, among others. Eman holds a range of professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Eman earned his bachelor's degree in Finance from Virginia Polytechnic Institute & State University (Virginia Tech). Recognized for his professional achievements, he has been named to Barron's Top 1,200 Financial Advisors list consistently from 2018 to 2024, as well as the Forbes "America's Top Wealth Management Teams High Net Worth" list from 2022 to 2025, and the 2025 Forbes "Best-In-State Wealth Management Teams" list for the District of Columbia. Outside of his advisory role, he volunteers with the Virginia Tech Alumni Association. Eman lives in Alexandria, Virginia with his wife and two sons. His personal interests include Brazilian jiu-jitsu, where he holds a black belt, as well as following Washington D.C. sports teams.

Donna Mckenzie Grimm is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including college education planning, legacy planning, managing new wealth, personal retirement planning, and retirement income. Donna also provides expertise in socially responsible, values-based, and ESG investing, as well as special needs planning strategies, women and wealth, individual and corporate investment strategy, and tax minimization. Donna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her bachelor's degree from Louisiana State University.

Conner Percle is a financial advisor at Ameriprise in Webster, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise in 2025, he held roles at William Paden Wiese and Northwestern Mutual in various capacities from 2022 to 2025. He is also employed with DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Edgar Escobar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, PNC Bank, and Verizon Wireless. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

W. White is a CFP®-certified financial advisor with 18 years of industry experience, currently associated with Merrill in Houston, TX. He has been with Bank of America, N.A. and Merrill Lynch, Fenner & Smith Incorporated since 2014. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Michael Williams is a financial advisor with Edward Jones in Pasadena, TX, holding a Series 66 designation and 16 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 strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both discretionary and non-discretionary investment solutions under a fiduciary standard.

Trent Twaddle is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and modeling techniques.

Donald Talbert is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to his financial career, he was affiliated with Second Baptist Church for 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Christie Horn is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides 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 delivers a broad range of investment and advisory services.

Adrian Maldonado Reiley is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His background includes roles at Bank of America and several positions in hospitality and education. He has experience with Douzo Hospitality, working at Sushi Momento and Basho Japanese Brasserie. 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 individual, high-net-worth, and institutional clients.

Mikel Ham is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2009, currently serving in his roles since 2015 and 2017 respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory services and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Bryan Smith is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016. Outside of his advisory role, Smith serves on the boards of Brazos Valley Guardianship Services as Board Secretary and Be An Angel as a Board Member. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and a range of investment and planning programs.

Kristal Jimenez is a financial advisor with Ameriprise based in Houston, TX, holding a Series 66 designation and with nine years of industry experience. Her career includes roles at Ameriprise Financial Services and JPMorgan securities and banking entities. She is also employed by Geaux Sooners, LLC DBA Luminate, where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and a range of advisory, brokerage, and insurance solutions through affiliated companies. The firm’s approach combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation overseen by a dedicated consulting team.

Marcus Rolls is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Morgan Stanley from 2011 to 2025 and J.P. Morgan Securities from 2020 to 2021. Outside of his advisory work, he is a partner at MKR Family Holdings, LLC, an investment and finance-related firm based in Richmond, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Grace Yung is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She worked at UBS Financial Services for 14 years before joining LPL Financial in 2009. Outside of her advisory role, she engages in abstract painting and occasionally sells her artworks, and contributes financial planning articles to a local magazine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both internal research and third-party subadvisors to support client investment strategies.

Sharon Medina is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, BFT Financial Group, and Merrill. Outside of her advisory role, she owns and operates Medina Insurance Agency, which sells auto, home, and commercial general liability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of discretionary and non-discretionary investment strategies.