Heather Roach is the Vice President and Branch Leader at Fidelity Investments, where she leads the local Investor Center. In her role, she provides financial and investment guidance to clients, including one-on-one retirement planning, wealth planning, income strategies, college planning services, and integrated employee benefits strategies. Heather has been with Fidelity Investments since 2018, progressing from Financial Consultant to Assistant Branch Leader before assuming her current position in 2022. Her experience encompasses various aspects of financial consulting and branch leadership within the firm.

Daryl Fontenot is a Wealth Management Advisor with Merrill Lynch Wealth Management. He oversees and coordinates the financial affairs for a select group of individuals, families, and businesses in the Houston area and across the country. His client focus includes services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. Daryl assists affluent families, retirees, successful business owners, and corporate executives who value a strategic approach and the resources his team provides. Daryl holds a Master’s Degree from the University of Houston and a Bachelor’s Degree from the University of Texas. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include membership in the Rotary Club of Baytown, the Lee College Board of Regents, the Lee College Foundation, and Bay Area Homeless Services. He is actively engaged in his community, volunteering and fundraising for organizations such as United Way of Greater Baytown and Chambers County, Bay Area Homeless Services, Rotary Club of Baytown, and serving on the Lee College Board of Regents. Outside of work, Daryl’s interests include baseball, genealogy, and traveling. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Kaleb Sanders is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Before joining Equitable Advisors in 2021, he worked at Lubbock National Bank and also has experience at Mathnasium and Stanfield Properties. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Jeremy Character is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in providing personalized financial advice and guidance. Since beginning his career with Edward Jones in 2010, he has focused on serving clients at various stages of life, whether they are accumulating wealth early in their careers, managing income in retirement, or engaging in strategic wealth transfer. Jeremy joined Merrill Lynch Wealth Management and the Fecel Team in 2012, aiming to remain a consistent resource and presence for his clients. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and values-based investing, and supporting women and wealth. Jeremy emphasizes understanding each client's full financial picture and values-driven goals to develop flexible strategies suited to changing market conditions. He offers access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Jeremy holds a Bachelor's Degree from the University of the South and holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is committed to community involvement, participating in volunteer activities aligned with the traditions of Merrill. His personal interests include basketball, golfing, hiking, rock climbing, scuba diving, and yoga.

Jared Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Edward Jones, E*TRADE, J.P. Morgan Securities, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Milton Bynum IV is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Merrill, and UBS Financial Services. His background includes roles at Morgan Stanley Private Bank and earlier positions within the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages a substantial asset base and employs structured planning tools and models to support client financial goals.

Zachary Dao is a financial advisor with Edward Jones in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at EAI Technologies, Inc. and has experience in education and healthcare sectors, including roles at KIPP Sunnyside High School and Baylor College of Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Donnelly is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2001 and has worked in the financial services industry since 1994. John holds a Bachelor's Degree from Hampden-Sydney College and a Master’s Degree in Finance from the University of Houston. He also holds the Personal Investment Advisor (PIA) professional designation. In his spare time, John enjoys tennis, golf, and spending time with his family.

Binh To is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial and Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Colin Eddington is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and MetLife prior to joining Cetera. Outside of his advisory work, he owns TX Audio & Radio Tubes, a business that buys, tests, and resells audio gear. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides multiple program structures including discretionary and non-discretionary management options.

Kevin Helmer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2000, progressing through various roles including Financial Consultant, Senior Relationship Officer, and Relationship Officer, gaining extensive experience in financial planning and investment analysis. Kevin partners with clients to improve their financial well-being by providing guidance and developing strategies tailored to their specific goals. His professional focus includes financial planning, portfolio planning, and investment analysis. He holds an Arkansas Insurance License. Outside of his professional work, Kevin has interests in beach activities, fitness, golf, military service, scuba diving, and surfing.

Trenton Walker is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients in family wealth management strategies, legacy planning, and personal retirement planning. Trenton collaborates with clients to develop personalized financial strategies designed to help pursue long-term financial goals, providing access to Merrill's investment insights and Bank of America's lending solutions. Before joining the financial sector, Trenton earned a degree in Entrepreneurship from St. Edward's University and spent approximately eight years in client services at technology start-ups. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He attended Memorial High School prior to his university studies. Residing in Houston with his wife and their two dogs, Trenton enjoys biking, cooking, hiking, music, reading, and running. He is involved with community organizations including Bridgeyear and the National MS Society.

Andrew Benjamin is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at APEX Systems, Source Point, Inc., Ttec, and Invesco. Benjamin is also involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

John Debellis is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, following several years at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Ricardo Pellman is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to his advisory career, he spent four years at Spring Hill College. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its investment approach includes structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone plans.

Stephen Ulsh is a ChFC® and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he serves as Chief Financial Officer for Aslan Federal, a government contracting services firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Rossi Selvaggi III is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Well Lived Wealth LLC, Equitable Advisors, and experience studying at Tulane University and Loyola University New Orleans. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm emphasizes personalized client assessment and uses a range of third-party advisory models and discretionary management options.

Annuar Abud is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Annuar earned his Bachelor's Degree from Southern Methodist University. He is proficient in both English and Spanish.

Isabel Corona is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured processes and various analytical tools.

Anthony Lapia is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 63 designation with 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.