Ainhoa Sanchez Castro is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior roles include positions at Alterna Securities Inc. and Bank of America, N.A. She is based in Houston, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Donald Nelson is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Equitable Advisors, Uber Eats, Jared Gaddis/AXA Advisors, LLC, and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning that incorporates structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies, wrap programs, and access to investment companies and private funds.

Duane Gurbach is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and models to support its financial planning process.

Sylvia Sanchez is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds a Series 66 designation and has 11 years of experience at Wells Fargo Clearing, including 4 years in the industry overall. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Dennis Cohan is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and 29 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance since 2006 and is also involved in the insurance business through Cohan Insurance Group Inc and Associates in Insurance & Benefit Planning. His wife owns the majority of Cohan Insurance Group, which operates in partnership with CORE Benefit Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and various investment programs, structuring engagements as collaborative, annual relationships with a focus on written recommendations and optional implementation.

Andrew Pisechko is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and five years of industry experience. He previously worked at Total USA International, LLC and Anadarko Petroleum Corporation before joining Morgan Stanley Private Bank in 2020. Outside of his advisory role, he serves as Treasurer for the Houston Chapter of the Arkansas Alumni Association and is a partner in Cire's Cache, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Juan Gomez is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of professional banking experience. His expertise spans client relationship management, wealth management, and credit-lending, serving individuals and businesses across North America and Latin America. Juan focuses on developing personalized financial strategies tailored to clients’ long-term goals, leveraging insights from Merrill and solutions from Bank of America. He holds a Master of Business Administration (MBA) from IE Business School and is a Personal Investment Advisor (PIA). Bilingual in English, Spanish, and Portuguese, Juan has lived in the Houston area for 14 years and currently resides in the Woodlands with his wife and three children. Outside of his professional work, he enjoys music, running, soccer, tennis, and traveling.

Steven Carter is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Mass Mutual, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. His background includes involvement with the BIPOC Arts Network and Fund and Project Row Houses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved tools and emphasizes event-driven planning programs such as divorce and estate settlement.

Brenton Holton is a Series 66-licensed financial advisor with Merrill in Houston, TX, with nine years of industry experience. He has been with Bank of America and Merrill since 2007. Outside of his advisory role, he owns a vending machine business, Kings Vending Solutions. 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 diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antonio Palafox Camara is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. for 12 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved with The Pelos Band, a musical group, and is a partner in Mexico's Finest Wines and Spirits LLC, a wholesale and distribution business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Adam Alanis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. His earlier experience includes two years at Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Robert Bouvier is a CFP® and ChFC® professional with 25 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a proprietary money market fund, supported by a nationwide network of more than 23,700 financial advisors.

Suzannah Rako Bsaiso is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with three years of industry experience. Before joining Merrill in 2022, she worked at Estee Lauder The Cosmetic Company Store and Express. Outside of her advisory role, she is a co-owner of a family rental property. 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, and institutional investors.

Antonio Orendain is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is a partner in La Caminera Andalusians LLC, an agricultural business based in Katy, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a model-driven investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Andres Swartz is an International Wealth Advisor at Merrill Lynch Wealth Management, a position he has held since 2005. He brings over 25 years of experience in international wealth management, focusing on a comprehensive, client-centered approach that aligns with the goals and objectives of individuals and families. Andres collaborates with a team of professionals to develop a wide range of needs-based strategies, including asset management, custom credit solutions, fiduciary services, and estate planning. Before joining Merrill Lynch, Andres served as a wealth advisor at UBS International, where he provided financial advice to high net worth clients. He holds professional designations as an Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA). Andres earned his Bachelor's Degree from Universidad Santa Maria Caracas in Venezuela and is fluent in both English and Spanish. Outside of his professional work, Andres enjoys hunting, music, racquetball, reading, soccer, spending time with his family, traveling, and watching movies.

Nicole Leroux is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and its affiliated entities since 2008. 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 non-discretionary program focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Landon is a financial advisor with Edward Jones in Friendswood, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrea Flores is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at AIG Capital Services, American General Life Insurance, J.P. Morgan Securities, and J.P. Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Asher Delisle is a Financial Advisor with Merrill Lynch Wealth Management who works closely with clients to define their financial goals and develop tailored portfolio strategies. He provides ongoing advice and adjusts financial plans as clients' situations evolve. His approach centers on uncovering what matters to clients and their families to create strategies aimed at achieving their financial objectives. Asher specializes in areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Portfolio Management Services, and Retirement Income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Tech University System. He is also associated with Pi Kappa Alpha Fraternity. Outside of his financial advising role, Asher participates in community activities such as hosting a Men's Bible Study. His personal interests include adventure sports, golfing, and rock climbing.

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple third-party managers.