Suzannah Rako Bsaiso is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with three years of industry experience. Before joining Merrill in 2022, she worked at Estee Lauder The Cosmetic Company Store and Express. Outside of her advisory role, she is a co-owner of a family rental property. 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.

Antonio Orendain is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is a partner in La Caminera Andalusians LLC, an agricultural business based in Katy, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a model-driven investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Andres Swartz is an International Wealth Advisor at Merrill Lynch Wealth Management, a position he has held since 2005. He brings over 25 years of experience in international wealth management, focusing on a comprehensive, client-centered approach that aligns with the goals and objectives of individuals and families. Andres collaborates with a team of professionals to develop a wide range of needs-based strategies, including asset management, custom credit solutions, fiduciary services, and estate planning. Before joining Merrill Lynch, Andres served as a wealth advisor at UBS International, where he provided financial advice to high net worth clients. He holds professional designations as an Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA). Andres earned his Bachelor's Degree from Universidad Santa Maria Caracas in Venezuela and is fluent in both English and Spanish. Outside of his professional work, Andres enjoys hunting, music, racquetball, reading, soccer, spending time with his family, traveling, and watching movies.

Nicole Leroux is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and its affiliated entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Landon is a financial advisor with Edward Jones in Friendswood, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrea Flores is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at AIG Capital Services, American General Life Insurance, J.P. Morgan Securities, and J.P. Morgan Chase Bank. 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 nationwide.

Asher Delisle is a Financial Advisor with Merrill Lynch Wealth Management who works closely with clients to define their financial goals and develop tailored portfolio strategies. He provides ongoing advice and adjusts financial plans as clients' situations evolve. His approach centers on uncovering what matters to clients and their families to create strategies aimed at achieving their financial objectives. Asher specializes in areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Portfolio Management Services, and Retirement Income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Tech University System. He is also associated with Pi Kappa Alpha Fraternity. Outside of his financial advising role, Asher participates in community activities such as hosting a Men's Bible Study. His personal interests include adventure sports, golfing, and rock climbing.

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple third-party managers.

Kalikolehua Veiseh is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Edelman Financial Engines since 2024. Prior to this, she spent 16 years at Soundmark Wealth Management. She serves as District Secretary for Rotary District 5890 and is a board member and Public Image Chair of the Bellaire/Southwest Houston Rotary Club. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of planner-led and online advice, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Michael Landolt is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 23 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Landolt serves as a director or board member for several nonprofit organizations, including the Friends of the Evelyn Meador Library and the Clear Lake Lunar Rendezvous Festival. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Leal is a Financial Consultant currently working at Fidelity Investments. She has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before her current role. Prior to joining Fidelity, she held positions at Merrill Lynch, including Financial Advisor from 2019 to 2022 and Complex Manager Assistant from 2001 to 2019. Her work focuses on partnering with individuals and families to develop personalized financial strategies. These strategies encompass investment guidance, retirement and income planning, and legacy planning, all integrated into comprehensive financial plans. Jennifer emphasizes building trust and understanding to tailor plans that reflect each client's priorities. Jennifer aims to simplify the complexities of financial planning for her clients, enabling them to focus on their life goals. Further details regarding her education, credentials, personal interests, or community involvement were not provided.

Caraline Huddle is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bettencourt Tax Advisors, Pebble Creek Country Club, and The Cove at BearX. She is based in Houston, TX. 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 a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Carlos Aviles is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation. He has been with Morgan Stanley since 2023 and has prior experience in credit unions and the automotive industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Miller Silva is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, with prior experience at Bank of America, N.A. beginning in 2011. 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 accounts.

Lauren Bush is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2022. Outside of her advisory work, she owns and operates an online boutique, managing marketing, photoshoots, and accounting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, combining strategic multi-asset portfolios with centralized operational support.

Chukwuemeka Onumaeme is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having one year of industry experience. His career includes roles at Primerica Financial Services and Ascend Elements, as well as positions outside the financial sector. He is involved in sales of loan products and home-related services through affiliate companies of Primerica. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Maria Caicedo is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a variety of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Michael Ross Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and banking-related programs to support client strategies.

Maria Sohn is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is the sole proprietor of Colzohn Global LLC, an investment and finance business based in Houston. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate financial planning agreements.

Christine Tang is a financial advisor with LPL Financial based in Houston, TX. She holds the CFP® designation and has 22 years of industry experience. Her prior work includes roles at Cantella & Co., Inc., IFS Advisory, IFS Securities, and First Allied Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.