Eman Abdellatif is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the Evolve Wealth Management Group. Since joining Merrill Lynch in 2013, he has focused on retirement strategies and offers guidance tailored to the unique needs of each client. His areas of expertise include corporate executive services, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and socially responsible investing, among others. Eman holds a range of professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Eman earned his bachelor's degree in Finance from Virginia Polytechnic Institute & State University (Virginia Tech). Recognized for his professional achievements, he has been named to Barron's Top 1,200 Financial Advisors list consistently from 2018 to 2024, as well as the Forbes "America's Top Wealth Management Teams High Net Worth" list from 2022 to 2025, and the 2025 Forbes "Best-In-State Wealth Management Teams" list for the District of Columbia. Outside of his advisory role, he volunteers with the Virginia Tech Alumni Association. Eman lives in Alexandria, Virginia with his wife and two sons. His personal interests include Brazilian jiu-jitsu, where he holds a black belt, as well as following Washington D.C. sports teams.

Eric Simon is a CFP®-designated financial advisor with Edward Jones, based in Houston, TX, and has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on an Investment Policy Committee that oversees neighborhood project funding allocations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Miguel Valdez is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Investments, Northwestern Mutual Investment Management, Stanford Group Company, and Chase Investment Services Corp. Outside of his advisory work, he has partial ownership in investment-related business ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases, focusing on diversification and modern portfolio theory.

Brendon Dawson is a Series 66-credentialed financial advisor with 21 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. His career includes long tenures at various JPMorgan entities dating back to 2006, as well as a year at Morgan Stanley DW Inc. 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’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework while leveraging broader derivatives and commodities capabilities.

Jason Merrill is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Hartford Investment Financial Services and Hartford Life Distributors. Outside of his advisory work, he is involved in coaching youth softball and flag football teams and serves as a director for local youth sports programs. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets, offering tailored, research-driven recommendations in partnership with financial advisors. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

John Hollywood is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Monk JCB, Holt Industrial Rentals, Lawson Products, and United Rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of investment strategies alongside affiliated mutual funds and a trust company.

Michael Williams is a financial advisor with Edward Jones in Pasadena, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both discretionary and non-discretionary investment solutions under a fiduciary standard.

Jeremy Frank is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, Merrill Lynch, and Novodyn Advisors. He is based in Houston, TX. 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 advisory process combines quantitative screening and qualitative research to develop customized asset allocation advice, investment manager searches, and performance reporting.

Madison Lauderback is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 designations. Madison’s prior work includes roles at Hill + Knowlton Strategies and the University of Alabama Office of Advancement. 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 a combination of quantitative and qualitative research.

Kristian Gomez is a financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Regions Bank. In addition to his advisory role, Gomez is involved with Crown & Valor LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates a range of strategies, including ESG criteria.

Diana Contreras Perez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as Frost Investment Services and Frost Brokerage Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Jonathan Aulbert is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at PNC Managed Account Solutions, St Johns Wealth Management, BBVA Compass Investment Solutions, Lincoln Financial Distributors, Chase Investment Services, and Ameriprise. Outside of his advisory work, he owns and operates Bravodog, LLC, which organizes waterfowl hunting excursions, and serves as treasurer for the Northgate Men's Golf Association. Wells Fargo Advisors is a national securities firm providing investment advisory, 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party resources.

Kristal Jimenez is a financial advisor with Ameriprise based in Houston, TX, holding a Series 66 designation and with nine years of industry experience. Her career includes roles at Ameriprise Financial Services and JPMorgan securities and banking entities. She is also employed by Geaux Sooners, LLC DBA Luminate, where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and a range of advisory, brokerage, and insurance solutions through affiliated companies. The firm’s approach combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation overseen by a dedicated consulting team.

Grace Yung is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She worked at UBS Financial Services for 14 years before joining LPL Financial in 2009. Outside of her advisory role, she engages in abstract painting and occasionally sells her artworks, and contributes financial planning articles to a local magazine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both internal research and third-party subadvisors to support client investment strategies.

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Penny Rozelle is a Wealth Management Advisor with over 30 years of experience. She joined Merrill Lynch Wealth Management in 1989 and is a Portfolio Manager in Merrill's Investment Advisory Program, where she manages personalized or defined strategies on a discretionary basis. Her work includes handling individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Her primary focus areas include wealth management and retirement planning for individuals and small businesses through asset allocation and strategy-specific account management. Penny has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Certified 401k Professional (CKP), Certified Private Wealth Advisor (CPWA), and Certified Plan Fiduciary Advisor (CPFA). Penny is an honors graduate of Simmons College in Boston, Massachusetts, with a degree in Business Administration. She enjoys interior decorating, reading, traveling, and spending time with her family. She and her husband, Skip, have two sons.

Edgar Cruz Castillo is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Bank, NA, and Primary Services, as well as a period of self-employment. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aristela Cravens is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of her advisory role, she is the sole proprietor of UAssist, an app development venture focused on promoting different types of services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through comprehensive planning and investment approaches.

Ryan Spaulding is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Partner Solutions Capital Group LLC and The Hancock Firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Emmanuel Torres is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has previously worked at Avantax Investment Services and HD Vest Investment Services. Outside of his advisory role, he is the president of Exclusive Professional Services LLC, where he provides accounting, tax, and business consulting services. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary accounts, financial planning, and access to third-party money managers.