Taylor Rouse is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Taylor works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Taylor aims to empower clients with the knowledge and tools to take control of their financial lives and select platforms suited to their needs. Taylor holds a Bachelor's degree from Montreat College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). These credentials reflect Taylor's commitment to providing informed financial guidance aligned with clients' goals.

Desmond Wilson is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He has been with UBS since 2026 and has prior experience in various roles across the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of Hawaii and Bank of America, with concurrent involvement at Louisiana State University Shreveport. 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 various organizations.

Vishnu Bhatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has three years of industry experience. He has been associated with Wells Fargo entities since 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions at a large scale.

Neil Parmar is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.

Daniel Koenig is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies including derivatives and tax-loss harvesting.

Thomas Parrish is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Based in Houston, TX, Parrish’s career includes positions at major financial institutions. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.

Athena Morrow is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she provides plan production services to local advisors through Penni, Rippey, Cunningham & Associates, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Antonio Nunez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting federal employees, military personnel, and government retirees with maximizing their financial futures. Antonio provides expertise in managing benefits, investments, and retirement planning specific to this group. With 9 years of experience in the finance industry, he helps clients navigate their Thrift Savings Plan (TSP) rollovers and investment strategies, Federal Employee Retirement System (FERS), Civil Service Retirement System (CSRS) planning, federal employee benefits such as FEGLI and survivor benefits, and tax-efficient retirement income planning. Antonio employs a fiduciary, education-first approach to help clients make informed financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Antonio earned a High School Diploma from Iraan High School. He communicates with clients in both English and Spanish.

Loren Westerfield is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His career includes roles at InfoStride, We the Veterans Foundation, Atkinson Engineers, Liberty University, and eight years with the United Service Organizations (USO). Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Samantha Aguilar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked primarily at Fidelity Investments since 2017, with a brief tenure at Haynes Boone, LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kelli Maas is a CFP® professional with 18 years of experience at UBS Financial Services in Houston, TX, where she has worked since 2006. She holds Series 65 and Series 66 licenses. Kelli has served as treasurer and board member for the International Preparatory School PTO and has worked as a tutor for a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Christopher Hall is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley and its Private Bank divisions from 2013 to 2025. Outside of his advisory role, he owns and manages Fidi Consi LLC, an investment-related business. Ameriprise offers specialized retirement-income planning services for individuals with significant investable assets, combining algorithmic analysis with personalized recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Joseph Willey is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Roberts Wealth Management and Cetera Investors, as well as various non-financial roles early in his career. He is also involved in managing an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lauren Elizabeth Lavelle is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has previously worked at firms including Dore Partnership, Compass, and Kestra Financial. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad platform including custody, underwriting, and capital markets services.

Daniel Duffy is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior experience includes 13 years at Fidelity Brokerage Services LLC and a brief tenure at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as a volunteer treasurer for a local Boy Scout troop and is an approved notary licensed to provide services informally to friends and neighbors. Charles Schwab 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, combining non-discretionary advisory with access to discretionary separately managed accounts and a centralized operational structure.

Mario Trevino Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank, NA since 2008. He is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carolina Buttafuoco is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Escalada USA LLC and WGU (Western Governors 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Valerie Bethel is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 20 years of industry experience. She has been with Merrill and its affiliate Bank of America 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Olindsey Brown is a Series 66 credentialed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent three years with Edward Jones. Outside of her advisory role, she holds a 25% ownership in a men’s clothing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm combines research from Wells Fargo Investment Institute with diversification principles and offers both brokerage and advisory solutions.