Federico Rojas is an International Wealth Advisor with Merrill Lynch Wealth Management, based in the Houston Galleria office. He has been in his current role since 2001 and has worked as a Financial Advisor since 1997. Federico holds a Master's degree from Tulane University and a Bachelor's degree from Universidad de Costa Rica. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Federico spends time with his wife and three children and enjoys playing tennis and golf.

Nico Ditges is a CFA® charterholder with 24 years of industry experience, all of which have been with Edward Jones since 2002. He holds a Series 63 license and is based in Houston, TX. Outside of his advisory role, he receives income from an installment sale of residential property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Barbara Harmon is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Juan Romo is a Private Wealth Advisor with Merrill Private Wealth Management. In his role, he provides personalized investment advisory services to high-net-worth clients. He holds the professional designation of Personal Investment Advisor (PIA). Juan earned a Bachelor's Degree from Arizona State University and completed a Master of Business Administration (MBA) at the Thunderbird School of Global Management.

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Marcel Hamburger is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes positions at Citigroup Global Markets and Hilltop Securities Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Frank Hegr is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Banking and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he worked at Capital One Advisors and Capital One Investing, and also spent a year at Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and risk modeling techniques.

Spencer Clift is a Financial Advisor based in Dallas, providing strategic guidance for affluent professionals and families. He works with clients approaching retirement to develop personalized strategies aimed at helping them pursue their financial goals with confidence. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Spencer takes the time to understand each client's unique circumstances to offer tailored advice, combining resources from Merrill Lynch Wealth Management and Bank of America. He holds a Bachelor's Degree from Bryant College and the Personal Investment Advisor (PIA) designation. Outside of work, Spencer enjoys camping, golfing, hiking, and reading.

Lancelot Lee is a financial advisor with Raymond James Financial in Houston, TX, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. Prior to his current role, he worked at Sunamerica and its affiliated entities for eight years. Outside of his advisory work, he serves on the Planning and Zoning committee for the City of Spring Valley Village, providing input on local land use and zoning matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and specialized offerings such as municipal advisory and SIMPLE IRA Employer Advisory services.

Logan Mitchell is a Series 66-licensed financial advisor with Morgan Stanley, based in Houston, TX, with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He also has prior experience working with Howard University and Mustard Seed International Charities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone planning services.

Joey Vu is a Planning Consultant at the Houston Highland Village Investor Center, where he is part of a wealth management team assisting clients in reaching their financial goals. He has been with Fidelity Investments since 2015, initially serving as a Relationship Manager before becoming a Planning Consultant in 2020. Prior to his current role, Joey gained experience as a Personal Planning Analyst at Northwestern Mutual and as a Financial Advisor at Merrill Lynch in 2014. His background also includes various positions in banking and financial services, such as Small Business Specialist-Relationship Banker and Relationship Banker at JP Morgan Chase, as well as roles at Bank of America. Joey's career reflects a progression through multiple roles in financial advising and banking, providing him with a broad perspective on client financial needs and planning.

Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

Eric Gadonneix is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial guidance since 2022 as a member of Mendez Wealth Management. He works with clients and their families to develop personalized financial strategies tailored to their unique goals, whether they are early in their careers or retired and relying on income from their assets. Eric’s areas of expertise include education planning, family wealth management strategies, philanthropic planning, retirement income, and portfolio management services. He focuses on addressing a range of financial matters such as managing new wealth, planning for charitable giving, and preparing for retirement income needs. His professional designations include Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). He holds a High School Diploma from Conroe ISD. Outside of his professional responsibilities, Eric enjoys hiking, swimming, traveling, and watching movies.

Laura Montealegre is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. 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 in its advisory process and incorporates ESG eligibility frameworks in its recommendations.

Lorrie Johnson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Alexandra Vanmeurs is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following 13 years at UBS Financial Services. Outside of her advisory role, she is involved in real estate investment and management through ownership and partnership in Houston-based entities. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s analyses.

Patrick Cruz is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2015, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant. Patrick collaborates with clients to develop, implement, and maintain comprehensive financial plans aimed at pursuing their financial goals. At Fidelity, Patrick leverages the company's technology and cost-efficient platform to provide tailored financial services. His professional experience centers on creating wealth plans in partnership with clients, ensuring alignment with their financial objectives.

Tyler Neal is a financial advisor with Equitable Advisors in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in golf customer service with CaddieMaster for four years. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes matching clients to appropriate advisory programs and discretionary managers through a network of Investment Adviser Representatives.

John Deberry is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Frost Bank, where he worked from 2012 to 2024. Outside of his advisory work, he manages an e-commerce business selling party event supplies and serves on the boards of the Urban Enrichment Institute and CoolxDad, providing financial oversight and support for philanthropic efforts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.