Troy Mahon is a financial advisor with Fidelity Investments in Houston, TX, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at LPL Financial and Hudson Valley Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Zannah Russell is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior work history includes roles at Bank of America, N.A., and various positions in academia and development groups. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Andre Quesnel Vergara is a financial advisor with Fidelity Investments in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Equitable Advisors, LLC, as well as entrepreneurial activities with Skyline Crossfit. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains a notable advisory role to multiple registered investment companies.

Marcia Mazingo is a Senior Financial Advisor at Merrill Lynch Wealth Management, a Bank of America Company. Since 1993, she has provided clients with financial strategies focused on retirement and legacy planning services, tax-efficient asset allocation, and specialized support for families with special needs. She serves clients with a long-term, growth-oriented mindset, adapting wealth management plans to changing circumstances to help mitigate risk and optimize outcomes aligned with clients' financial priorities. Marcia holds the Retirement Accredited Financial Advisor (RAFA) designation, Certified Plan Fiduciary Advisor (CPFA®) and Certified Divorce Financial Analyst (CDFA®) designations, reflecting her expertise in complex financial situations. She earned a Bachelor's Degree from Kent State University. Her professional focus includes college education planning, executive compensation, personal retirement planning, portfolio management, tax minimization, retirement income, and women and wealth. Beyond her professional work, Marcia is actively involved in the Houston community. She holds leadership and membership roles in several organizations including the Houston Chemical Association, Conroe Noon Lion's Club, Women's Energy Organization, St. Ignatius Loyola Catholic Church, and Houston NW Delta Gamma. Her community involvement extends to support for autism and Delta Gamma initiatives. In her personal time, she enjoys music, spending time with her family, and watching movies.

Mohammed Rahman is a financial advisor at Equitable Advisors in Houston, TX, with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Prentiss Burt is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities since 1999 and JPMorgan Chase Bank, N.A. since 1996. Burt serves on the advisory committee for The MBA Investment Fund, a private investment company managed by MBA students at the University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG factors within a broad range of eligible strategies.

Lilly Shuhda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at A.P. Moller Maersk, DHL, and Moe's Original BBQ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Aurian Faridi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Faridi is a managing member and owner of Toridi LLC, a holding company for personal investment assets. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide. The firm offers both brokerage and advisory solutions and uses research from Wells Fargo Investment Institute alongside third-party data to support its investment decisions.

Robert Nelson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Stocktwits dba Trade App and USAA Investment Management Company. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregory Martinez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and AXA Advisors. 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 advisory services grounded in modern portfolio theory and an IPS-driven process. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Lindsey Caminiti is a CFP®-designated financial advisor with Ameriprise Financial Services in Houston, TX, and has nine years of industry experience. She has worked at Ameriprise since 2017 and previously spent one year with Cetera Advisors. Outside of her advisory role, Lindsey is involved with Geaux Sooners, LLC, operating as Luminate. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized team in collaboration with the client’s advisor.

Jose Torres is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Julie Davidoff is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, she worked for Amegy Bank of Texas from 2014 to 2018. 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 model portfolios and third-party asset managers, supported by extensive technology and operational resources.

Ryan Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2021 and previously worked at Chick-fil-A from 2016 to 2021. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Eger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager in the Merrill Investment Advisory Program. Robert combines nearly five decades of experience in financial services and investment management to provide tailored wealth strategies that align with his clients’ evolving needs and goals. Robert graduated from the University of Pennsylvania in 1972 with a degree in Sociology. He began his career in retailing before joining Merrill Lynch Wealth Management in 1975. Over the course of his career, he has developed expertise in areas such as college education planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA), which reflect his commitment to ongoing professional development and investment management proficiency. Outside of his professional work, Robert enjoys photography, traveling, and spending time with his family. He is actively engaged with his wife, children, and grandchildren, maintaining a balance between his career and personal interests. Fluent in English and Spanish, Robert brings a comprehensive and client-centered approach to wealth management, focused on building meaningful relationships and helping clients achieve their financial objectives.

Ben Hoffman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop and maintain comprehensive financial plans. He emphasizes continuous monitoring and open communication to align financial strategies with clients' goals. Ben has held various roles within Fidelity Investments, progressing from Financial Representative to Relationship Manager, and currently serves as Planning Consultant. Prior to Fidelity, he worked at TD Ameritrade in several capacities including Financial Representative and Electronic Communications Group Representative. Outside of his professional work, Ben has personal interests in food, football, puzzles, and soccer.

Samantha Tollett is a Series 66-credentialed financial advisor at Merrill with seven years of experience, including three years in the industry. Her prior work history includes roles at Tommy's Restaurant & Oyster Bar and Bancorp South Insurance. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sharon Aurich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. She has worked with Wells Fargo in various capacities since 2005, including roles at Wells Fargo Investments and Wells Fargo Bank. Outside of her advisory work, she owns and operates Pixie Interest LLC, a business that creates and sells handcrafted home accessories. 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 the Wells Fargo Investment Institute.

Scott Vlasi is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a CFP® designation along with Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Banc of America Investment Services, Inc., and BNY Mellon Securities Corporation. Outside of advising, he co-owns and manages an investment-related business with his spouse. 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.

Jamie Blum is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice.