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.

Zackry Southerland is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Enterprise Holdings. Outside of his advisory role, he has occasionally worked as a food delivery driver in San Francisco. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Crockett Du Bose is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at USAA Investment Management Company and Southern Methodist University. He is based in Houston, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its large scale, integrated operational structure, and multi-asset model portfolios supported by comprehensive research and due diligence.

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.

Patrick Dowd is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2008 and previously worked at Wells Fargo Clearing from 2002 to 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Bassett is a financial advisor at LPL Financial with 10 years of industry experience. His career includes roles at Brighthouse Financial, Allianz Life Insurance Company of North America, McKinney Capital Management, and Cetera Advisors. Based in Houston, TX, he holds Series 63 and Series 65 credentials. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Judy Lullo is a CFP® professional with 34 years of experience in the financial industry, currently serving as an advisor at Cambridge Investment Research Advisors. She has worked at Cambridge since 2019 and previously held positions at FSC Securities Corporation and through her own firm, Lullo & Associates, LLC. In addition to her advisory role, she is also an independent insurance agent and a notary. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians and manages a substantial multi-billion dollar asset base.

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.

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.

Heidi Strange is a financial advisor at Raymond James & Associates with 12 years at the firm and four years of industry experience. She holds a Series 66 designation and is based in Houston, TX. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

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.

David Newton is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Alcon and Quorum Business Solutions, as well as time spent at Southern Methodist University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Acie French is a financial advisor at LPL Financial with 26 years of industry experience, including 21 years at LPL. He holds Series 63 and Series 66 credentials. French is also involved in non-variable insurance sales as part of his professional activities. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Flowers is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012 and is also involved in a family ranch business that manages hay and cattle. Outside of advising, he maintains a long-term role with a foundation repair company in Beaumont. 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 wide range of advisory and brokerage services, including financial planning and model portfolios, and supports its advisors with research tools and multiple investment platforms.

Anthony Hensley is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Carolina Askew is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2013. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sherry Verburgt is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she owns and operates restaurants and a working ranch, and has been involved in real estate activities in the Netherlands. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor client solutions.

Tony Solomon is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop comprehensive financial plans that aim to grow, preserve, and distribute wealth. He focuses on simplifying complex financial concepts and leveraging Fidelity's resources and technology platform to deliver personalized financial solutions. Tony's professional experience includes roles as an Investment Consultant at Fidelity Investments, CFO at MLMPI Preparatory Academy, and AVP Private Client Banker in the Advisor Development Program at JPMorgan Chase. His career reflects a broad background in financial consulting, investment advising, and financial management. Outside of his professional responsibilities, Tony is interested in family activities, golf, and military service.