Michael Stone is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2009. Based in Houston, TX, he has worked at J.P. Morgan Securities since 2012. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program where clients retain final decision-making authority.

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.

Michael Landolt is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 23 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Landolt serves as a director or board member for several nonprofit organizations, including the Friends of the Evelyn Meador Library and the Clear Lake Lunar Rendezvous Festival. 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.

Odesseas Daramouskas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Frost Bank, JPMorgan Chase Bank, Empower Advisory Group, and IBC Bank. 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 a broad range of brokerage and advisory solutions.

Jennifer Leal is a Financial Consultant currently working at Fidelity Investments. She has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before her current role. Prior to joining Fidelity, she held positions at Merrill Lynch, including Financial Advisor from 2019 to 2022 and Complex Manager Assistant from 2001 to 2019. Her work focuses on partnering with individuals and families to develop personalized financial strategies. These strategies encompass investment guidance, retirement and income planning, and legacy planning, all integrated into comprehensive financial plans. Jennifer emphasizes building trust and understanding to tailor plans that reflect each client's priorities. Jennifer aims to simplify the complexities of financial planning for her clients, enabling them to focus on their life goals. Further details regarding her education, credentials, personal interests, or community involvement were not provided.

Patrick Nuter is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 65 and Series 63 designations and has one year of industry experience. His prior work includes positions at Wells Fargo Bank, Journeyman Distillery, Wyndham Destinations, Eminence Management, and Michigan State University. 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.

Bryan Leonard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1997, beginning his career there after earning a Bachelor of Business Administration in Finance from the University of Texas at Austin. His expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. Bryan holds several professional designations, including Certified Financial Planner (CFP) since 2002, Certified Investment Management Analyst (CIMA) since 2007, Chartered Market Technician (CMT) since 2016, and Chartered Alternative Investment Analyst (CAIA) since 2019. Additionally, he is a Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Bryan is active in his community through his fraternity, Alpha Tau Omega, and supports Habitat for Humanity. He is a Life Member of The University of Texas Alumni Association and has served on the board of the Houston Chapter of the Texas Exes. Bryan resides in Houston with his wife, Katie, and their two children. His personal interests include football, golfing, tennis, and spending time with his family.

William Hicks Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo Clearing. 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 utilizes research and analytics to support diversified portfolio construction and offers both brokerage and advisory solutions.

Jesse Cortez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management strategies. He supports clients in achieving their financial goals through personalized guidance and long-term relationship building. Jesse's expertise includes a range of financial planning areas such as retirement planning, portfolio management, college education planning, legacy planning, and tax minimization, among others. With a bachelor's degree in accounting from the University of Houston, Jesse holds the Personal Investment Advisor (PIA) designation. He utilizes Merrill's resources alongside his own knowledge to help clients make informed financial decisions and protect their wealth. Outside of his professional work, Jesse enjoys a variety of personal interests including baseball, basketball, cooking, football, gardening, golfing, music, pickleball, spending time with his family, and traveling.

Allison Hanley is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, previously spending time at Bank of America, N.A. from 2024 to the present. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ramiro Martinez is a Series 66 licensed advisor with LPL Financial in Baytown, Texas, with one year of industry experience. He has previously worked at Community Resource Credit Union and Winston Retail. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and model portfolios from both internal and third-party sources.

Christina Wolsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Wells Fargo entities since 2010, including Wells Fargo Advisors and Wells Fargo Bank. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a diverse range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Margaret Triesch is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 14 years of industry experience. She has worked at Merrill since 2011 and has held positions at Bank of America, Northwestern Mutual, and The College of Financial Planning. Outside of her advisory work, she is a 60% owner of Elliearrangements LLC, a floral arrangement business providing flowers for small events. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Ross Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and banking-related programs to support client strategies.

Aldo Rodriguez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Edward Jones, MML Investors Services LLC, MassMutual Life Insurance Company, and Wells Fargo Bank. 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.

Evelia Martinez is a Series 66-credentialed advisor at Merrill with three years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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 entities.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Cambridge Investment Research Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Angela Langolf Seeley is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. She has been with Merrill since 1990 and also has worked at Bank of America, N.A. since 2021. Outside of her advisory role, she assists with dive instruction for Sport Diver’s of Houston and owns a stained glass retail business called Whimsical Glass. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management and trading services.

Thomas Rosellini is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Carlos Lopez Doddoli is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Intercam Banco from 2015 to 2025. 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 team of Wealth Advisors.