Judi Underwood is a Wealth Management Advisor and founding partner of Aber & Leedy Wealth Management. She has over 35 years of experience in wealth management and banking, with the last 25 years at Merrill Lynch Wealth Management. Judi focuses on helping high net worth individuals and retirees manage various aspects of their financial lives by customizing wealth management plans that address their unique financial goals. Her expertise includes tax-efficient strategies for concentrated stock positions, retirement and wealth transfer planning, charitable giving strategies, and family educational planning. Judi holds a Bachelor's Degree in Management from Hodges University and earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2008, awarded by the Certified Financial Planner Board of Standards, Inc. She emphasizes building strong client-advisor relationships and works in coordination with clients' accounting and legal professionals to implement comprehensive, tax-efficient financial strategies. Judi resides in Punta Gorda with her husband Jeff and two daughters and enjoys baseball, cooking, football, traveling, and spending time with her family.

Laura Jaco is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has worked at Wells Fargo Bank since 2019 and previously spent 25 years at Southwest Airlines. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sehr Kayani is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2015 to 2023 before joining Merrill in 2023. Merrill, together 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, pension plans, corporations, and charitable organizations.

Emily Park is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked with JPMorgan entities since 2014 and is a partial owner of Royal Park Place, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Jazmyn Jackson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She began her career in finance in 2023 and has held various roles across different industries prior to joining Wells Fargo. 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 combines research-driven investment strategies with brokerage and advisory solutions.

Marco Lloyd is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing for ten years and Legg Mason Wood Walker for four years. He owns and operates two investment advisory firms, Sugar Creek Wealth, LLC and Marco Lloyd Advisory, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

James Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a self-employed author writing historical non-fiction, including works focused on the Republic of Texas era. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations through its network of financial advisors.

Alejandro Madero Falomir is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He previously worked at Dimanor from 2014 to 2018 and is also an owner and partner of EPL407 LLC, which manages a family-used apartment in Snowmass, Colorado. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized investment advice and reporting.

Jannice Kang is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, she worked in hospitality and health services, including positions at Sul Bingsu and The Ritz Carlton Bacara. She is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients, employing a research-driven, quantitative investment process that includes algorithmic portfolio construction and oversight of affiliated sub-advisers.

Bryan Chatman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 17 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 a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Esther Beal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2011. She holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

John Cho is a Wealth Management Advisor and Merrill Resident Director with 8 years of dedicated experience in wealth management. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). John earned a Bachelor's Degree from the University of Arizona and is fluent in English and Korean. Prior to his career in finance, John served as a US Army medic, an experience that instilled values of discipline, integrity, and service. His expertise encompasses investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income planning. John is committed to creating personalized wealth management strategies aligned with his clients' unique goals and aspirations, ranging from career transitions to business succession. John actively participates in community service through involvement with organizations such as U.S. Vets and Living Water Ministry in Houston, TX. Outside of his professional work, he enjoys baseball, football, golfing, music, and spending time with his family.

Oscar Roa is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Roa has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC from 2011 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Joyce Weng is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Applied Materials, and the Evelyn Rubenstein JCC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kimberli Garrett is a financial advisor with Cetera, holding a Series 63 designation and offering 31 years of industry experience. She has worked with Cetera and affiliated entities since 2013 and is the owner of Garrett Wealth Management. Outside of her advisory roles, she serves as an executor for a family estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary investment authorities.

Parker Joffrion is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, he worked briefly at KPMG and spent five years in full-time education. Outside of his advisory role, he co-owns and manages the bookkeeping for a used construction equipment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research.

Stephanie Tamburello is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Bank of America and Merrill since 2014. 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 individuals, high-net-worth clients, and institutional investors.

Adriana Martinez Cortez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2013 to 2018. Outside of her advisory role, she co-owns Brazos Valley Window Services, a window services and installation company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with PFS Investments Inc. since 2022 and has been involved as a freelance event contractor since 2017. Outside the financial industry, he engages in event production through freelance contracting. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers, overlay management, and custody services.

Troy Mettey Jr. is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Memorial Hermann Healthcare Systems for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.