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 Davidoff is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, she worked for Amegy Bank of Texas from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive technology and operational resources.

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.

Abdallah Charide is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Merrill, The Home Depot, and First National Bank. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

David Weaver is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has been with Primerica Financial Services since 2017. Weaver has also been involved with Satelytics from 2015 to 2020. Outside of advisory services, he receives compensation related to referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm emphasizes model-delivery investment strategies created by unaffiliated managers and operates with a focus primarily on individual investors rather than institutional or pension clients.

Clinton Bussey is a financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Micheal Fisher is a Wealth Management Advisor at Merrill Lynch specializing in wealth management and retirement benefits consulting. He joined the Clear Lake Merrill Lynch Wealth Management office in 2005 and focuses his practice on corporate cash, 401(k) and profit-sharing plans, as well as individual accounts. Micheal holds multiple professional designations, including CFP®, ChFC®, C(k)P®, CRPS™, CPFA®, and CRPC™, and is a qualified Portfolio Manager capable of managing personalized investment strategies on a discretionary basis through the firm's Investment Advisory Program. Micheal earned a Bachelor's degree from Kansas State University and has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years: 2024, 2025, and 2026. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income strategies. Outside of his professional work, Micheal is actively involved in aviation and skydiving communities, holding memberships in the Aircraft Owners and Pilots Association and the United States Parachute Association, where he serves as a PRO Demo Jumper, Tandem Instructor, Coach, and Safety & Training Advisor. His community involvement includes performing skydiving demonstrations for charity. Micheal's personal interests include hiking, music, and skydiving.

Kevin Ruszkowski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 1990. Kevin focuses on developing strategies for high-net-worth individuals, their families, and their businesses to pursue both short- and long-term financial goals. His approach is consultative, emphasizing personalized financial strategies based on a thorough understanding of each client's financial situation, preferences, and objectives. Kevin’s expertise includes portfolio management, retirement planning, corporate benefits, executive compensation, and investment consulting for defined benefit and contribution plans. As a qualified Portfolio Manager, he provides traditional advice as well as manages personalized or defined strategies that may incorporate individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kevin earned a Bachelor's Degree in Business Management from the University of Arkansas, where he was a four-year letterman on the swim team. Outside of work, he enjoys spending time with his wife Stacey and their sons Kyle and Cole, engaging in activities such as fishing and scuba diving. Kevin also participates in community volunteering, following the Merrill tradition of community involvement.

Herbert Williams is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Platinum Galey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Their work history includes roles at Bank of America, Moonshine Deck, Bombshells, and the Houston Museum of Natural Science. 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 client types including individuals, high-net-worth clients, and charitable organizations.

Abraham Moosa is a Financial Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and families to develop clear, disciplined strategies that align wealth with their priorities. His approach includes investments, risk management, tax-aware planning, and long-term wealth structuring. Abraham also helps clients incorporate personal and religious values into their financial plans. He provides ongoing advice tailored to clients' evolving needs and offers access to a range of financial solutions through Bank of America specialists. Abraham holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned bachelor's degrees from the University of Houston System and AlAzhar University. He communicates with clients in English, Spanish, and Arabic. Outside of his professional activities, Abraham is involved with community organizations including Dar-us-Sakina, IslamInSpanish, and Maryam Islamic Center Scouts.

Letitia Wall is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Edward Jones and The Friedkin Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Yordanos Haile is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following prior roles at Wells Fargo Bank, N.A., and ECCO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dirk Taylor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he has been involved with the Texas Association of Sports Officials since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Mari Page is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, among other roles, before joining Merrill in 2021. Outside of her advisory role, she is an independent beauty consultant for Mary Kay and also consults for a Korean-based skincare company, Riman, Inc. 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, and institutional investors, with portfolio implementation conducted through internal and third-party managers.

Christian Bratovich is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Charles Schwab Bank, Pearson Education, and Max Breisse Insurance Agency. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment due diligence process.