Sehr Kayani is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2015 to 2023 before joining Merrill in 2023. Merrill, together 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, pension plans, corporations, and charitable organizations.

Emily Park is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked with JPMorgan entities since 2014 and is a partial owner of Royal Park Place, LLC. 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 large institutional advisory operations with additional market-facing registrations and functions.

Jazmyn Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 65 and Series 63 licenses and has been with Wells Fargo since 2023, including her current role at Wells Fargo Clearing. Prior to her advisory career, she held positions at multiple companies across various industries. 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.

Marco Lloyd is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 17 years before his current role. Lloyd is also involved in investment advisory through his ownership of Sugar Creek Wealth, LLC and Marco Lloyd Advisory, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

James Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a self-employed author writing historical non-fiction, including works focused on the Republic of Texas era. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations through its network of financial advisors.

Alejandro Madero Falomir is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He previously worked at Dimanor from 2014 to 2018 and is also an owner and partner of EPL407 LLC, which manages a family-used apartment in Snowmass, Colorado. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized investment advice and reporting.

Jannice Kang is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, she worked in hospitality and health services roles and operated a business called Sul Bingsu in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Dave Mohammed is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at CUNA Brokerage Services, INC and Cuna Mutual Group for ten years. Outside of his advisory role, he manages a property management business in League City, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a distinctive focus on systematic methodologies and oversight.

Bryan Chatman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with Wells Fargo Advisors since 2015 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Esther Beal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2011. She holds the Series 63 and Series 66 designations. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

John Cho is a Wealth Management Advisor and Merrill Resident Director with 8 years of dedicated experience in wealth management. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). John earned a Bachelor's Degree from the University of Arizona and is fluent in English and Korean. Prior to his career in finance, John served as a US Army medic, an experience that instilled values of discipline, integrity, and service. His expertise encompasses investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income planning. John is committed to creating personalized wealth management strategies aligned with his clients' unique goals and aspirations, ranging from career transitions to business succession. John actively participates in community service through involvement with organizations such as U.S. Vets and Living Water Ministry in Houston, TX. Outside of his professional work, he enjoys baseball, football, golfing, music, and spending time with his family.

Oscar Roa is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Roa has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC from 2011 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Joyce Weng is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Applied Materials, and the Evelyn Rubenstein JCC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kimberli Garrett is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 63 designation and has been involved in financial services through Garrett Wealth Management since 2019. Additionally, she serves as an executor for an estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform featuring affiliated and third-party strategies.

Parker Joffrion is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at KPMG and spent five years in full-time education. Outside of his advisory role, he co-owns and manages the bookkeeping for a small used construction equipment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support its advisors.

Stephanie Tamburello is a financial advisor at Merrill with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America and Merrill since 2014. Based in Houston, TX, she has spent over a decade working within these firms. 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.

Adriana Martinez Cortez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2013 to 2018. Outside of her advisory role, she co-owns Brazos Valley Window Services, a window services and installation company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. He has been with PFS Investments Inc. since 2022 and has a background in event production as a freelance contractor since 2017. Additionally, he is involved with Adore Ministries. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm primarily utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment approaches.

Brint Galey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several financial institutions, including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he serves as an independent contractor for a family business involved in hazardous remediation, managing vendor payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Troy Mettey Jr. is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Memorial Hermann Healthcare Systems for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.