Abraham Moosa is a Financial Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and families to develop clear, disciplined strategies that align wealth with their priorities. His approach includes investments, risk management, tax-aware planning, and long-term wealth structuring. Abraham also helps clients incorporate personal and religious values into their financial plans. He provides ongoing advice tailored to clients' evolving needs and offers access to a range of financial solutions through Bank of America specialists. Abraham holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned bachelor's degrees from the University of Houston System and AlAzhar University. He communicates with clients in English, Spanish, and Arabic. Outside of his professional activities, Abraham is involved with community organizations including Dar-us-Sakina, IslamInSpanish, and Maryam Islamic Center Scouts.

Letitia Wall is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Edward Jones and The Friedkin Group. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Yordanos Haile is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following prior roles at Wells Fargo Bank, N.A., and ECCO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dirk Taylor is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior roles include positions at UBS Financial Services and RBC Capital Markets, and he has been affiliated with Wells Fargo-related firms since 2007. Outside of his advisory work, he has served with the Texas Association of Sports Officials since 2008. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs research-driven investment strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Mari Page is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. Her prior roles include positions at Wells Fargo Bank, N.A. and Wells Fargo Clearing. Outside of her advisory work, she is an independent beauty consultant for Mary Kay and serves as a consultant for a Korean-based skin care company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Leblanc is a financial advisor with Wells Fargo Advisors in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Waddell & Reed, and is the sole owner of Leblanc Private Wealth Management LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them through brokerage or advisory programs.

Paige Hawley is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Morty, Inc. and JPMorgan Chase Bank, N.A. Additionally, she serves as a co-trustee of a family trust responsible for managing a life insurance policy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Joshua Gurvey is a financial advisor at Fidelity with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Bleakley Financial Group. He has been involved with the Evelyn Rubenstein Jewish Community Center in a membership services role for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Douglas Elliott is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc, Ameriprise, Wells Fargo Clearing, and A. G. Edwards & Sons. Elliott operates under the DBA Wallstreet Texas as part of his business activities. 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, supporting its network of over 22,800 advisors.

Gwendolyn Kalathil is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2007, with additional experience at Ameriprise Financial Services and Intrua Financial. She serves as a FINRA arbitrator in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive advisor resources and investment tools.

Lora Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Trevor Warner is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, LLC. He has worked at Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Emily Richardson is a CFP® with 20 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. She has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank, N.A. since 2018. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Arionna Mc Miller is a Series 66 licensed financial advisor with Morgan Stanley in Houston, TX. She has two years of prior experience at Plancorp LLC and has worked in diverse roles including at Bath and Body Works and the University of Missouri-Columbia Graduate School. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by advanced modeling tools and a structured discovery process.

Daniel Shanks is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity Investments. His prior work includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and JPMorgan entities. Outside of finance, he has worked in event security for concerts and corporate gatherings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Michael Sheen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Karl Reed is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Chantel Williams is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Ameritas Advisory Services, Edward Jones, and co-ownership of Williams Wealth Management. She is also licensed as an independent insurance agent for fixed insurance products. 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 and access to third-party asset management, supported by advanced operational tools and a broad network of over 22,800 advisors.

Mark Smelser is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2001. 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 brokerage, distribution, and investment management capabilities.

Cesar Sosa is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and one year of industry experience. His prior work includes six years at Bank of America. Outside of his advisory role, he is a pianist at Iglesia Sin Limites, a local church in South Houston. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.