Keith Standley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and joined Banc of America Investments, which later became Merrill, in 2002. Keith focuses on creating, implementing, and monitoring client portfolios by utilizing the wide array of investment solutions available through Merrill Lynch. As a Portfolio Manager, he uses the Merrill Investment Advisory Program to manage personalized or defined strategies on a discretionary basis. This approach allows him to incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, customizing each portfolio to align with clients’ goals while managing risk through diversification and thoughtful adjustments based on market conditions. Keith's expertise includes college education planning, family wealth management strategies, endowment and foundation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategy and retirement income planning. He holds a Bachelor of Business Administration in Finance from Stephen F. Austin State University and holds the Certified Portfolio Manager® designation awarded by the Academy of Certified Portfolio Managers in conjunction with Columbia University in New York. Additionally, he has the Personal Investment Advisor (PIA) designation. Keith lives in Humble, Texas, with his wife Patty and their three daughters. Outside of his professional responsibilities, he is involved in his community and enjoys volunteering. His personal interests include baseball, football, golfing, and spending time with his family.

Mitra Murthy is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Murthy worked at Rice University and has four years of experience with MM Art Advisory LLC. She also has experience in the art and luxury sectors, having worked with Christie's and The RealReal. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process integrates quantitative and qualitative research to build model asset allocations, with an emphasis on a broad range of strategies including derivatives and commodities capabilities.

Noah Barker is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Prior to his advisory career, he held positions at Amazon and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

Matthew Kardesch is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Kardesch is also involved with TPKV Financial, LLP, a partnership formed to sign an office lease. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes customized Recommendation Reports supported by investment research and algorithmic tools, with enrollment requiring a minimum level of investable assets.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Mary Muse is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 42 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining LPL Financial. 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 through a large network of investment adviser representatives, utilizing various portfolio management approaches and technology tools to support advisors.

April Richardson is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 credential and previously worked at Edward Jones for five years before joining LPL Financial in 2012. Outside of her advisory work, she is a business owner who sells her paintings. 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 both proprietary research and third-party subadvisors.

Carla McConnell is a financial advisor at Morgan Stanley in Houston, TX, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is the managing partner of LarLa LLC, a food production business. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment programs.

Jaimie Blackman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at various firms, including First Allied Advisory Services and Cetera Advisors LLC. Outside of his advisory role, Blackman is involved in music education and wellness, serving as an instructor at Lone Star College - Montgomery and leading a business focused on music and wellness education. He also holds a nonprofit leadership position as president of the Adult Resource Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Neelay Lakhia is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, where he has worked since 2017. His prior roles include positions at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Natalie Hoke is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Bank of America and was involved with the Student Organization Finance Center and Texas A&M University. Outside of finance, she has worked in the food service industry at Brandani's Burgers Tacos and Brews. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Benjamin Womble is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Ink & Fern Capital LLC, JPMorgan Chase Bank, N.A., and Seattle Genetics. 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, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks.

Jack Varcados is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Merrill from 2003 to 2009 and Morgan Stanley DW Inc. from 2000 to 2003. He is also involved with Steer Wealth Management LLC, an entity related to his LPL business. 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 access to third-party asset managers, supported by extensive operational tools and a broad non-advisory financial services platform.

Matthew Jewell is a Wealth Management Advisor with Merrill Lynch Wealth Management in Houston, where he has been serving clients since 2016. He develops customized wealth management strategies for individuals, families, and businesses by aligning investment resources from Merrill and banking services from Bank of America to meet his clients' goals and objectives. Matthew focuses on areas including corporate executive services, equity compensation, family wealth management, legacy planning, liquidity management, and personal retirement planning. Matthew earned his Bachelor's degree in Finance and Marketing from the University of Houston. He continued his education by obtaining a Financial Planning degree from Rice University in 2020, followed by his CERTIFIED FINANCIAL PLANNER® certification in 2021. Additionally, he holds designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a lifelong Houston resident who enjoys recreational sports including basketball and golf, traveling, and spending time with his family and friends. Matthew also serves as a mentor to undergraduate students at the University of Houston, helping them prepare for professional careers and transitions into the corporate world.

Trevor Smith is a financial advisor at Ameriprise in Houston, TX, with eight years of industry experience. He has held positions at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he manages an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a structured, research-driven approach to retirement income planning that includes algorithmic automation and tax-efficiency analysis.

Richard Kenner is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He previously worked at Merrill from 2006 to 2008 and has been associated with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations where applicable.

Stephen Roberts is a Wealth Management Advisor with Merrill Lynch Wealth Management and the founder of Roberts Wealth Management Group, a Houston-based team that provides customized wealth management services to clients and their families. With over 26 years of experience at Merrill Lynch, he specializes in simplifying complex financial situations and delivering value through a range of strategies tailored to clients’ needs, including estate planning, investments, tax minimization, wealth transfer, and retirement income. Steve has received recognition from Forbes magazine as one of the Best-In-State Wealth Advisors in multiple years including 2018 through 2026, as well as designations from Barron's magazine naming him among America's Top 1,200 Advisors from 2016 to 2019. The Roberts Wealth Management Group has also been acknowledged on Forbes' Best-In-State Wealth Management Teams list for 2025 and 2026. Within Merrill Lynch, Steve has led advisor training programs in both the downtown Houston and Clear Lake offices. He holds a Bachelor of Business Administration degree with a concentration in finance from the University of Houston and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor (PIA). Outside of his professional work, Steve enjoys live music, the beach, weightlifting, fishing, and spending time with his family. He is an active member of Southstone Church and resides in Katy, Texas with his wife and three children.

Marco Pena is a Series 66-licensed financial advisor with five years of industry experience. He has been with J.P. Morgan Securities since 2021 and previously worked at American Airlines from 2014 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Craig Steury is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014, following three years at Wells Fargo Clearing. Outside of his advisory role, he co-owns Steury Trevino Management LLC, an entity involved in managing residential property remodeling and short-term rentals. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Clayton Mccain is a financial advisor with Cetera who holds a Series 66 credential and has 11 years of industry experience. He previously worked at Bank of America and Merrill and is currently involved with Alliance Wealth Strategies LLC and Dauntless Wealth Management. Mccain acts as trustee for the William C McCain Jr Descendants Trust, managing family investment assets. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, with a multi-manager platform that supports a wide range of investment strategies and program structures.