Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Sally Praker is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2011. Outside of her advisory role, she owns Stray Cat Fishing Charters, a for-profit fishing charter business based in Dickinson, Texas. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vidal Ramirez is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in financial and wealth management services for both domestic and international clients. He provides comprehensive investment management, private banking access, and wealth planning guidance to families, business owners, professional athletes, and corporate clients. Prior to joining Merrill Lynch, Vidal served as a Director in corporate and investment banking at Barclays Capital in New York. Vidal holds a bachelor’s degree from Texas A&M University, where he was a member of the varsity basketball team, and a Master of Business Administration from the McCombs School of Business at the University of Texas at Austin. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE) specialist. He is fluent in English and Spanish and is committed to ongoing professional development through executive education programs and industry-specific certifications. Residing in Houston with his wife, Barbara, and their two daughters, Isabela and Bianca, Vidal is actively involved in the community. He has held leadership roles such as Chair of the Bank of America Hispanic Organization for Latino/Hispanic Advancement (HOLA) and is a member of Bank of America's Houston Hispanic Business Council. Vidal also supports Big Brothers Big Sisters and participates in various personal interests including basketball, hiking, and yoga.

Paul Margraves II is a Senior Financial Advisor at Merrill Lynch Wealth Management. With more than 25 years of investment advice and guidance experience since 1993, he supports individuals and corporations in navigating fluctuating markets. Paul's expertise centers on assisting corporations in establishing, facilitating, and maintaining their 401(k), deferred compensation, and corporate stock option plans. He also focuses on corporate executive services, divorce transition planning, executive compensation, and equity compensation services. Paul collaborates closely with clients across all levels and works in coordination with their other advisors and specialists, emphasizing teamwork, communication, dynamic advice, and planning as keys to success. He holds the professional designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). A native Houstonian, Paul earned his bachelor's degree in business administration with minors in history and English from Louisiana State University, where he was a member of Sigma Chi Fraternity. He is a devoted father to three children. Outside of his professional work, Paul volunteers with St. Jude Hospital and participates in community organizations including the American Heart Association, Habitat for Humanity, Houston Livestock Show & Rodeo, Susan G. Komen Race for the Cure, and The Children's Assessment Center Foundation. He also enjoys baseball, gardening, golfing, hunting, spending time with his family, and table tennis.

Diana Van Horn is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has been with Edward Jones since 2009, following two years at Waddell & Reed. Van Horn serves as Regent/President of the Catholic Daughters Court St Martha in Kingwood, TX. 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 nationwide network of financial advisors and branch offices.

Stacey Smith is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Wallach is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. Since joining Merrill Lynch in 2019, Daniel has focused on working with individuals and families on financial planning strategies aimed at reducing fees, taxes, and overall risk. He employs a disciplined, mathematical, and rules-based investment approach to help clients define and reach their financial and retirement objectives. Born and raised in Seabrook, Texas, Daniel comes from a family with a long history in financial advisory, including his grandfather, father, and brother. He holds a Bachelor's degree from the University of Houston in Marketing and Management with a minor in Sales. Daniel's expertise spans a range of client focus areas including corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, retirement income, and tax minimization. He holds professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of his professional work, Daniel enjoys adventure sports, biking, boating, bowling, chess, fishing, hiking, and spending time with his family.

David Burke is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at Accenture, JP Morgan, and deVere Acuma, as well as a period at Rice University. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Michael Price is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at Avantax Advisory Services and Avantax Insurance Agency for a decade. Outside of his advisory role, he is the president and owner of MKP-Price & Co., P.C., a CPA firm, and serves as a director and treasurer of the Captain Swim Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across multiple program structures and custodial relationships.

Timothy Brookshire is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at TD Ameritrade from 2011 to 2022 before joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Richard White is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the Rotary Club of Katy and serves as executor and trustee for his spouse’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Hilda Castillo is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed-account, and financial planning services. The firm operates as both a broker-dealer and investment adviser, providing integrated custody, brokerage, and advisory services with a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Ethan Poff is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. from 2024. Prior to his finance career, he gained varied experience in the hospitality and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager selection, and customized performance reporting within a non-discretionary advisory framework.

Lindsey Brice is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she served in various capacities within Fidelity Investments, including Financial Consultant I from 2025 to 2026, Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, and Financial Representative in 2021. Her career in financial services began at Schramm Financial Group, where she worked as a Client Service Associate from 2020 to 2021 and as a Financial Intern from 2019 to 2020. In her role as a financial consultant, Lindsey focuses on developing tailored financial plans that align with her clients' needs and objectives. She emphasizes building foundational trust and understanding with her clients to facilitate effective and unique planning conversations. Lindsey holds insurance licenses in Arkansas and California.

Desiree Batiste is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She worked previously at NEXT Financial Group, Inc. for 10 years and has been involved in tax preparation and accounting with H&R Block for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing diverse strategies and advanced operational tools.

Emily Abernethy is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America, Barclays Capital Inc., and Lehman Brothers Inc. during her career. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary strategies developed by internal and third-party managers.

Charles Litton is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as a member of the board of directors for the Gary L Levering Endowment. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets services.

Yesica Garcia is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business unrelated to investment activities. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Taylor Hansen is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at HOTWORX Beaumont and Christus HWC. Hansen also has a background in full-time education spanning 18 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs supported by centralized supervisory and custody structures.

Sarah Hatch is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, she spent time affiliated with Brigham Young University and the Church of Jesus Christ of Latter Day Saints. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments 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 to build model asset allocations and incorporates ESG considerations where applicable.