Joseph Goodwin is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in financial planning, investment advice, and estate planning strategies. He is part of a team with over 100 years of combined experience, dedicated to assisting families with a comprehensive range of financial needs. Joseph's role involves helping clients pursue their financial goals through personalized wealth management strategies. With 16 years in the financial services industry, Joseph joined Merrill Lynch in 2007 and focuses on serving high net worth families. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds the Accredited Estate Planner (AEP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE) designations. Joseph earned his bachelor's degree from the Texas A&M University System. Joseph is involved with local communities through organizations such as the Houston A&M Club and Love Fosters Hope. Outside of work, his personal interests include baseball, basketball, football, golfing, photography, reading, running, skiing, spending time with his family, and traveling.

Craig Zumpano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works alongside clients and their families to help achieve their financial goals, whether that involves planning for retirement or managing significant financial events. Craig focuses on creating personalized financial strategies tailored to each client's long-term objectives, addressing areas such as family wealth management, retirement planning, philanthropic and socially responsible investing, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds the Professional Investment Advisor (PIA) designation. He graduated from Columbiana High School and the University of Pittsburgh. Throughout his career, he has embraced Merrill's tradition of community involvement, dedicating significant time to volunteering. He has been a member and volunteer with the Knights of Columbus for 26 years, serving in leadership roles such as Trustee, Deputy Grand Knight, and Grand Knight. Additionally, Craig has contributed over 25 years to the Houston Livestock Show and Rodeo Metro Go Texan committee, where he has held multiple leadership positions including Assistant Captain, Captain, Vice Chairmen, Historian, and Coordinator. Outside of work, Craig enjoys biking, fishing, golfing, horseback riding, running, yoga, and spending time with his family.

Justin Gardiner is a financial advisor with LPL Financial in Houston, TX, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He previously worked at VALIC Financial Advisors, Inc. for 14 years and AGIA for 3 years. 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, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Buchanan is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and VOYA Financial Advisors. Buchanan is involved in several business activities, including serving as a senior financial advisor at Altus Consulting Group and as a partner at Edge Private Wealth. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting discretionary management and third-party strategies.

Stephen Camilli is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Indus River Ventures. In addition to his advisory work, he is an agent for non-securities insurance products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jana Ballinger is a Series 66-credentialed financial advisor with Edward Jones in Baytown, TX, with four years at the firm. Her prior experience includes roles with the Baytown Chamber of Commerce and Community Resource Credit Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, operating a nationwide network of financial advisors and branch offices.

Alfred Sansores is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at VALIC Financial Advisors and has experience outside finance with the Cy-Fair Fire Department and Southern Glazers Wine and Spirits. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

James Aarsen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 66 credentials, and has 21 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 while allowing clients final decision-making authority. Their advisory process incorporates both quantitative and qualitative research, including ESG eligibility criteria, supported by affiliates offering implementation and portfolio services.

Lia Sepulveda Cantu is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at JPMorgan Chase Bank and Bank of America, as well as studies at Indiana University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked for Humble Independent School District for 11 years. Outside of advisory work, he teaches music lessons as an independent contractor. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with many advisory models implemented by third-party sponsors and approved advisory programs.

Mark Pope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has 25 years of industry experience. He has been with Wells Fargo Clearing since 2008 and is also affiliated with Wells Fargo Bank, N.A. since 2010. Based in Houston, TX, his career has been concentrated within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Carol Olson is a financial advisor with J.P. Morgan Securities based in Houston, TX. She holds the Series 63 and Series 65 designations and has 24 years of industry experience, primarily with J.P. Morgan Securities and JPMorgan Chase Bank since 2001. Outside of her advisory role, she served as a troop leader for the Girl Scouts of San Jacinto from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Elizabeth Harden is a financial advisor at Edward Jones in Humble, TX, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016 and has been involved with the YMCA of Greater Houston since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Caitlin Gilmour is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and two years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023, as well as time at the University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research for asset allocation and investment manager selection, supporting customized performance reporting while clients retain final decision-making authority.

Fellesia Reid is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has experience in the financial industry since 2015, including roles at GM Financial and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Shanna Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to help them make informed financial decisions through personalized wealth strategies. Her approach integrates investments, retirement planning, tax considerations, and legacy goals into comprehensive plans tailored to each client's priorities. As an Army veteran and military spouse, Shanna brings discipline, adaptability, and a service-oriented mindset to her advisory role. She specializes in assisting professionals, business owners, pre-retirees, retirees, and individuals navigating significant financial milestones such as retirement planning, concentrated stock positions, ESOP distributions, business succession events, and multigenerational wealth transfer. Her focus is on simplifying complex financial decisions and helping clients feel confident about their financial future. Shanna holds a Master's Degree from Boston University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is involved with Career Gear Greater Houston. Outside of work, she enjoys antiquing, boating, gardening, hiking, music, sewing, spending time with her family, traveling, watching movies, and woodworking.

Issa Kamara is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Texas Capital Bank from 2017 to 2022 and The Vanguard Group from 2013 to 2017. Kamara is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team based in Houston. The team is committed to providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service and professionalism. Cole developed an interest in wealth management during his studies at the Cox Business School at Southern Methodist University in Dallas, Texas. After earning his bachelor's degree, he joined the VMT Wealth Management team in Houston. Working alongside his father, who has 30 years of experience with Merrill Lynch, Cole focuses on helping families and business owners pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation. Residing in Houston, Texas, Cole engages in intramural soccer and enjoys cooking and staying active.

Sandra Ricker is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and over 30 years of industry experience. She has been with Wells Fargo in various capacities since 1997 and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions to a broad client base.

Robert Kerch Jr. is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Hodges Capital Management and First Dallas Securities, each spanning a decade. He has been with Equitable Advisors and related entities since 2019. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and works with both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.