Michael Giacone is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he spent a year at Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Tara Olson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cetera and has previously worked at firms including Avantax Advisory Services and R&R Wealth Management. Olson also serves as a paraplanner at DGN Wealth Advisors, providing client support and assisting with planning and trade execution. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary strategies.

Meaghan Marquez Peraca is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked in veterinary services and retail, including positions at Longwood Animal Hospital and Bling-A-Gogo. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Francis Miller Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Wolfe Research Securities and Wolfe Research Advisors. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies designed by internal and third-party managers.

John Behrend Jr. is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Coston Parker is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Amegy Bank and Prospera Financial Services Inc. He is involved in a financial institution duty with ZB N.A. and operates a DBA, Amegy Wealth Advisors, for his LPL business. 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, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Michael Duty is a financial advisor at Wells Fargo Advisors with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing for three years and spent eight years with Heavy Construction Systems Specialists, LLC. Outside of his financial career, he is involved in local community theater, serving as the set construction lead and a technical theatre consultant for Ridge Point High School’s theatre department. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning and advisory solutions supported by proprietary research and integrates these services with other financial products and referral channels.

Jessica Chen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and four years of industry experience. Prior to her current role, she has worked at JPMorgan Chase Bank, N.A. and held various positions including fitness instructor at Equinox. Outside of finance, she teaches group fitness classes at Equinox. 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, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its investment approach and offers broader derivatives and commodities capabilities.

Parker Smith is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include four years at Main Street Capital Corporation and a board membership with The Rice Owl Club, which supports athletics at Rice University. 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 a range of clients including individuals, high-net-worth investors, and institutions.

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.

Hrini Sandoval is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, she focuses on understanding each client's unique needs and goals and educates them on available options to help achieve their objectives. She works collaboratively with clients to develop customized investment strategies tailored to their priorities. Prior to her current position, Hrini was a Wealth Management Service Specialist, II at Fidelity Investments from 2022 to 2026. Before joining Fidelity, she worked as a Senior Registered Client Service Associate at UBS from 2016 to 2018.

Brian Mueller is a financial advisor with Edelman Financial Engines in Houston, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He has been with the Edelman Financial Engines organization and its predecessors since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions and wealth management services, utilizing a committee-driven modeling process combined with planner delivery and online tools.

Joseph Shemenski is a financial advisor with Raymond James & Associates in Houston, TX. He holds a Series 63 designation and has 45 years of industry experience, including over 30 years with Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Keith Nix is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years with the Cypress Fairbanks Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Glessman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. prior to his current role. Outside of finance, he has ownership interests in several cryotherapy and martial arts businesses. 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 employs a large network of advisors and utilizes research-driven investment strategies based on diversification and modern portfolio theory.

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.