Leah Braden is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and 17 years of industry experience. She has been with Merrill and Bank of America since 2017. Outside of her advisory role, she serves as Co-Chairman for the Houston Heights Woman's Club Founders Day reception. 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 individual and institutional clients.

Joshua Parker is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at Carolina Courtworks, Northwestern Mutual, and the University of North Carolina at Chapel Hill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Troy Mahon is a financial advisor at Fidelity with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial and Hudson Valley Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services to registered investment companies.

Zannah Russell is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior work history includes roles at Bank of America, N.A., and various positions in academia and development groups. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Andre Quesnel Vergara is a financial advisor with Fidelity Investments in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Equitable Advisors, LLC, as well as entrepreneurial activities with Skyline Crossfit. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains a notable advisory role to multiple registered investment companies.

Marcia Mazingo is a Senior Financial Advisor at Merrill Lynch Wealth Management, a Bank of America Company. Since 1993, she has provided clients with financial strategies focused on retirement and legacy planning services, tax-efficient asset allocation, and specialized support for families with special needs. She serves clients with a long-term, growth-oriented mindset, adapting wealth management plans to changing circumstances to help mitigate risk and optimize outcomes aligned with clients' financial priorities. Marcia holds the Retirement Accredited Financial Advisor (RAFA) designation, Certified Plan Fiduciary Advisor (CPFA®) and Certified Divorce Financial Analyst (CDFA®) designations, reflecting her expertise in complex financial situations. She earned a Bachelor's Degree from Kent State University. Her professional focus includes college education planning, executive compensation, personal retirement planning, portfolio management, tax minimization, retirement income, and women and wealth. Beyond her professional work, Marcia is actively involved in the Houston community. She holds leadership and membership roles in several organizations including the Houston Chemical Association, Conroe Noon Lion's Club, Women's Energy Organization, St. Ignatius Loyola Catholic Church, and Houston NW Delta Gamma. Her community involvement extends to support for autism and Delta Gamma initiatives. In her personal time, she enjoys music, spending time with her family, and watching movies.

Prentiss Burt is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2001, with prior experience at JPMorgan Chase Bank, N.A. since 1996. He serves as an advisory committee member for The MBA Investment Fund, a private investment company managed by MBA students at The University of Texas at Austin. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining asset allocation advice, investment manager searches, and customized performance reporting. The firm offers advisory services alongside brokerage, distribution, and investment management capabilities through a large institutional platform.

Lilly Shuhda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at A.P. Moller Maersk, DHL, and Moe's Original BBQ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

David Wegenke is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Investment Management since 2006 and associated with Thrivent Financial for Lutherans since 1994. Outside of his advisory role, he serves as a Regional Leader for Lutheran Hour Ministries, where he supports recruitment and fundraising efforts for the Lone Star Region. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and integration options with managed-account programs while maintaining separation between planning and portfolio management.

Christopher Curran is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Nelson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Stocktwits dba Trade App and USAA Investment Management Company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregory Martinez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and AXA Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and an IPS-driven process. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Jose Torres is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2015. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patricia Salvo is a financial advisor with Primerica Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2008 and previously held roles at Direct Energy and Centerpoint Energy. Outside of her advisory work, she owns a small business unrelated to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Julie Roosth is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining LPL Financial in 2018, she worked at Amegy Bank of Texas from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Ryan Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2021 and previously worked at Chick-fil-A from 2016 to 2021. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Eger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager in the Merrill Investment Advisory Program. Robert combines nearly five decades of experience in financial services and investment management to provide tailored wealth strategies that align with his clients’ evolving needs and goals. Robert graduated from the University of Pennsylvania in 1972 with a degree in Sociology. He began his career in retailing before joining Merrill Lynch Wealth Management in 1975. Over the course of his career, he has developed expertise in areas such as college education planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA), which reflect his commitment to ongoing professional development and investment management proficiency. Outside of his professional work, Robert enjoys photography, traveling, and spending time with his family. He is actively engaged with his wife, children, and grandchildren, maintaining a balance between his career and personal interests. Fluent in English and Spanish, Robert brings a comprehensive and client-centered approach to wealth management, focused on building meaningful relationships and helping clients achieve their financial objectives.

Samantha Tollett is a financial advisor at Merrill with seven years of experience, holding a Series 66 designation. Prior to joining Merrill, she worked in the insurance industry and the restaurant business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sharon Aurich is a Series 66-licensed advisor at Wells Fargo Clearing with 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she owns and operates Pixie Interest LLC, a business that creates and sells handcrafted home accessories. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Scott Vlasi is a CFP® professional with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he co-owns and manages VL4SI Properties, LLC with his spouse. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.