Maria Banuelos is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with Merrill since 1987 and with 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 offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Levine is a financial advisor with OSAIC in Houston, TX, holding a Series 63 license and over 33 years of industry experience. He has worked at Royal Alliance Associates since 2016 and World Financial Advisors LLC since 2006, where he also serves as president. Levine is involved in the sale of life insurance and annuities through his own business. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes.

Julio Cavazos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan Chase in various roles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Rolfe Young is a Certified Financial Planner® with 44 years of industry experience, currently with LPL Financial since 2020. Prior to that, he worked at Stifel Nicolaus & Co Inc for five years. Outside of his advisory role, he is involved with Redwood Bar Spirits, a for-profit business in Houston, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing a variety of model portfolios and research to support diversified investment strategies.

Gina Sanchez Calderon is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 10 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. 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 provides a broad range of capital markets and research resources.

Julie Cotuno is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. She has previously worked at JPMorgan Chase Bank, N.A., US Capital Wealth Advisors LLC, and Blackwell Process LLC. Cotuno is based in Houston, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and limits recommendations to internally approved funds and strategies.

Blaine Mcshall Jr. is a financial advisor with Raymond James & Associates based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Raymond James in 2023, he worked at LPL Financial LLC and other firms including American Retirement Counsel and TIAA. Raymond James & Associates serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

John Montgomery is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2019 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rodrigo Blanco Creixell is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds Series 66 and Series 63 licenses and has 24 years of industry experience. He has worked with JPMorgan Chase Bank NA since 2018 and J.P. Morgan Securities LLC since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Madeline Schaefer is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Heritage Animal Hospital and the Winnie Carter Wildlife Center, as well as time as a full-time student at Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products with approximately $1.01 trillion in assets under management.

Cesar Rivera Villegas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Bank since 2014 and with Wells Fargo Clearing Services since 2019, both based in Houston, TX. 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.

Nestor Vicknair III serves as a Wealth Management Advisor and is the founder and leader of VMT Wealth Management, a financial advisory team based in Houston. He has built his practice with the objective of delivering comprehensive wealth management services to entrepreneurs, executives, retirees, and their families, emphasizing anticipatory service, consistent processes, and clear communication. With over 30 years of experience, all with Merrill Lynch Wealth Management, Nestor applies his engineering background to simplify complex financial matters and provide integrated wealth planning and strategies. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and portfolio management services. He holds the Certified Investment Management Analyst (CIMA) designation and a bachelor's degree in Mechanical Engineering from Louisiana State University. Nestor and his wife Kim reside in Houston with their two children, Morgan and Cole. Outside of his professional responsibilities, he enjoys playing billiards, racquetball, and table tennis.

Todd Patton is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and delivers recommendations tailored to clients’ needs, with a focus on assets held in Ameriprise Managed Accounts.

Christian Romero is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing, Raymond James, and independent contractor positions. Outside of advising, he serves as a notary public in Los Angeles. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services such as discretionary portfolio management, underwriting, and securities-backed lending.

David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Scott is a CFP® with 27 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Sealy, TX. 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 modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Jeffrey Brannen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team partner with clients and their families to help achieve financial objectives, whether aiming for a secure retirement or managing liquidity events. His approach centers on comprehensive financial planning tailored to clients’ individual goals and priorities. Jeffrey’s expertise encompasses family wealth management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and specialized areas such as women and wealth, sports and entertainment, and individual and corporate investment strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor’s degree from Rice University. Outside of his professional work, Jeffrey spends time with his wife and two sons, following their athletic activities. His personal interests include baseball, chess, genealogy, ice hockey, photography, reading, skiing, tennis, and traveling.

Olivia Ayala is a financial advisor with Thrivent Investment Management in Houston, TX. She holds Series 65 and Series 66 licenses and has been with Thrivent since 2025. Prior to joining Thrivent, she held roles in various industries including retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of planning areas without discretionary trading authority.

Benjamin Klauder is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he occasionally works as a paid DJ for private events. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence. The firm serves clients on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.