Erik Feldhaus is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Citi Private Bank for 16 years. He serves as a general partner to a personal investment company owned by his parents. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and custody services. The firm emphasizes manager selection and monitoring, tax-efficient strategies, and integration with Bank of America affiliates to support its investment approach.

Michael Groves is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked within Morgan Stanley Services Group and earlier spent six years at Noodles & Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to assist clients.

Kathryn Ward is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She has been with Merrill Lynch since 2009. 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.

Aldo Ochoa is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2006, including a prior affiliation with Axa Advisors, LLC. Outside of his advisory role, he is a managing partner of a private wealth group and serves as a board member for the PWG Partners Foundation. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of investment models and fiduciary services, utilizing third-party managers and offering both proprietary and third-party solutions.

Robert Bozka is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of advising, he serves on the Investment Committee for the City of Friendswood, Texas and has involvement in family partnerships and oil and gas royalty interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Eric Poli is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2017 and has also been affiliated with Houston Community College since 2016. 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 advisory program.

Richard Ethun is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His career includes 14 years at FSC Securities Corporation and 13 years at Advantage Capital Corporation prior to joining OSAIC in 2023. He is a partner at The Legacy One Group, where he is involved in offering insurance products and asset monitoring services. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services supported by a complex affiliate network and proprietary investment models.

Scott Zindler is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with Morgan Stanley in Houston, TX. His prior experience includes roles at BBVA Securities Inc., Compass Bank, LPL Financial, UBS Financial Services, and A.G. Edwards & Sons. Zindler serves on the advisory board for the Stratford High School chapter of the Academy of Finance and is a board member of the Spring Branch Education Foundation, where he contributes to finance and development committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured processes and various proprietary tools, managing approximately $2.74 trillion in client assets.

Carson Traylor is a Financial Advisor with Merrill Lynch Wealth Management. He works with career professionals and business owners to optimize their cash management strategies, financial plans, and investment strategies. His approach involves providing a customized, comprehensive experience that assists clients not only in wealth accumulation and preservation but also in areas beyond investments. Carson offers access to Merrill's investment insights, trust and fiduciary services from Bank of America Private Bank, and banking and lending solutions from Bank of America, helping clients manage various aspects of their financial lives. Carson's expertise includes college education planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He emphasizes uncovering what matters to clients and their families to create strategies that pursue their financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston System. Carson is also affiliated with the Pi Kappa Phi Alumni. Outside of his professional work, Carson's interests include basketball, football, golfing, hunting, and watching movies.

Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan since 2014 and is also co-owner of Ervey Properties, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ingo Berndt is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. 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 individuals, high-net-worth clients, and institutions.

Travis Magliolo is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he served eight years in the United States Marine Corps. He holds a Series 66 designation and currently serves as the elected mayor of Dickinson, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard.

Keaton Shaw is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His work history includes roles at AXA Advisors, Hawkins Laakso Wealth Management, and the University of St Thomas. Outside of finance, he has experience working with Bollo Woodfired Pizza. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party advisory solutions.

Brian Carrion is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to joining Wells Fargo, he worked at PricewaterhouseCoopers, LLP from 2015 to 2018. He is also a licensed CPA in the state of Texas and maintains his continuing professional education credits. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Dean Fletcher is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance, such as with Sports Info Solutions and Greystar Property Management, along with several periods focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as private fund relationships and principal trading.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

Jose Mondragon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. He is also a partner in real estate investment ventures focused on private real estate and rental properties. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and market modeling techniques.

Alejandro Garcia Du Solier is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Securities, BBVA Wealth Solutions, and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

J Thomas Ybarbo is a CFP®-designated financial advisor with J.P. Morgan Securities in Pearland, TX, bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an entity he co-owns with his wife that invests in real estate and provides capital for equity stakes in existing businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a focused wealth advisory program that emphasizes written asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jesse Sanchez is a financial advisor at Merrill with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Thornburg Investment Manager. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.