Gareth Prescott is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His previous roles include positions at Equitable Advisors, BancFirst, and Texas A&M University Health Science Center. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryu Yi serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Ryu Yi holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rice University.

Daniel Ayala Jr. is a financial advisor with OSAIC based in Tomball, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Royal Alliance and SF CICADA LLC since 2015. Outside of advisory work, he serves as a registered assistant and supervision delegate for SF CICADA LLC, assisting with regulatory oversight. OSAIC serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced risk assessment and rebalancing tools.

Marleigh Miller is a Series 66-credentialed financial advisor at Merrill with eight years of experience, including two years in the financial industry. She previously worked at the University of Houston Downtown for four years. 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Joshua Crader is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, LPL Financial, and Texas Dow Employee Credit Union. Joshua is based in Houston, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with centralized custody and compliance infrastructure.

Daniel Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Gladstein Levitt Rozelle Spence Group. He has been with the firm since 1999, providing financial guidance to individuals, families, and businesses. His approach to wealth management is dynamic and flexible, focusing on portfolio management, liability management, education planning, and retirement planning. Daniel emphasizes consistent communication with clients through regular face-to-face meetings and reviews to adapt strategies according to changing life events and market conditions. Throughout his career, Daniel has held leadership roles within the Downtown Merrill office, including coaching new financial advisors in the Paths of Achievement Program and serving as a Producing Sales Manager. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Daniel holds a Bachelor's Degree in Communication from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional life, he enjoys football, golfing, music, traveling, and spending time with his family. He resides in Braes Heights with his wife, Cyndi, and their son, Spencer.

Blake Rusk is a CFP® with 13 years of industry experience, currently serving at RBC Capital Markets since 2012. Based in Houston, TX, he holds the Series 66 designation. Outside of his advisory role, he is the sole proprietor of R-Oil LLC, an oil pipeline shipping business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Adam De Wind is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and various positions outside of finance, such as work with San Marcos Power Sports and Keystone Moving Solutions LLC. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Arnold is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Douglas Meuth is a financial advisor with LPL Financial located in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. 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, third-party asset management, and institutional platforms, supporting its broad network of more than 22,800 advisors.

Luis Urbina is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His prior roles include positions at First Command Insurance Services and First Command Advisory Services. Urbina served in the United States Army from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 incorporates modern portfolio theory, with a focus on plan objectives and risk tolerances.

Arthur Atkins is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including LPL Financial LLC and Fidelity Investments. Outside of his advisory role, he has been a worship musician at Fishers of Men Lutheran Church since 2017 and is a licensed public notary. 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’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, supporting clients with centralized due diligence and a broad range of investment capabilities.

Jairo Silva is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work history includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions with an emphasis on research-driven investment strategies and retirement plan services.

Luis Sanchez Boom is a financial advisor at J.P. Morgan Securities in Houston, TX, with six years of industry experience. He holds Series 66 and Series 63 licenses and has been with JPMorgan-related entities since 2017, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. Prior to his financial services career, he had a different employment status from 2010 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Arturo Miranda is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and six years of industry experience. He has previously worked at JPMorgan Chase Bank N.A. and Wells Fargo. 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 uses research and analytics to evaluate managers and investment options, applying diversification principles and modern portfolio theory.

Lance Lawrence is a financial advisor with Edward Jones in Humble, TX, holding ChFC®, Series 66, and Series 63 designations and 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a trustee and secretary for the Liberty Independent School District in Liberty, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard.

Malcolm Pierre is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and spent over three decades at Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Pablo Garcia Jr. is a financial advisor at Wells Fargo Clearing with 11 years of industry experience, including 11 years at Edward Jones prior to joining Wells Fargo in 2025. He holds a Series 66 designation. Garcia is also applying for a role as an adjunct professor at Texas A&M University in Kingsville, where he plans to contribute approximately 80 hours per month. 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 approach 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.

Samuel Gonzales is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2025, he worked at PNC Investments LLC, Credit Human Federal Credit Union, CUSO Financial Services, Edward Jones, and held positions in education and the food service industry. 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 provides solutions based on research from Wells Fargo Investment Institute and third-party databases, employing diversification principles and modern portfolio theory.

Eric Schneider is a CFP® professional with 12 years of industry experience, currently advising clients at Ameriprise in Houston, TX since 2021. He has prior experience with Avantax Advisory Services and Avantax Investment Services, where he worked for a combined 20 years, and also has a background with Alfred W. Zientek & Co., P.C. Outside of his advisory role, Schneider is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.