Adrian Marinaro is a Private Wealth Manager at Merrill Private Wealth Management, bringing over 20 years of experience advising high-net-worth clients on investment strategy, tax efficiency, and wealth preservation. He provides tailored financial strategies to individuals, families, and institutions, leveraging Merrill and Bank of America's resources. Mr. Marinaro began his career in 2003 at Citigroup Global Markets in New York City and later held senior advisory and trading roles at Citi Private Bank and JPMorgan Private Bank. His expertise includes family wealth management strategies, international wealth management, liquidity management, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Bachelor's Degree from Universidad Católica Argentina and an MBA from Thunderbird School of Global Management. Adrian is a Personal Investment Advisor (PIA) licensed across numerous U.S. states and is fluent in English and Spanish. His personal interests include basketball, chess, football, music, photography, racquetball, soccer, traveling, and yoga.

Lina Alanis is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client objectives.

Jarred Moehlmann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he has held roles at organizations including DoorDash, Inc., PDL Blue (Minor/Major League Baseball), and Brenham Independent School District. Outside of advising, he officiates baseball for several collegiate athletic conferences, including the Southeastern Conference and Southland Conference. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dora Cordero is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Harry Selldin Jr. is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2019, following a decade at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Francis O'Neill III is a financial advisor with RBC Capital Markets based in Houston, TX, holding a Series 66 credential and bringing 27 years of industry experience. He has worked with RBC Capital Markets since 2014. O'Neill has served on the board of a charity focused on economic repair in Fort Bend County and is a director at Riverbend Country Club, overseeing its management. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, providing advisory programs that combine discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Chioma Peter is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to individual and family financial goals. She focuses on a wide range of client needs including college education planning, family wealth management, defined benefit plans, liquidity management, retirement planning, tax minimization, and investment strategies for both individuals and corporations. Chioma supports clients through access to Merrill's investment insights alongside the banking and lending solutions provided by Bank of America. Chioma’s professional mission is to provide financial guidance and investment management services that foster financial confidence for individuals, families, and small business owners. With extensive experience serving retail, small business, and high-net-worth clients, she applies her expertise to develop strategies in investment, retirement, education, and risk management. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has cultivated strong interpersonal skills working with diverse multicultural backgrounds. Her academic credentials include a Bachelor’s Degree from Obafemi Awolowo University and a Master of Business Administration (MBA) from the University of Lagos. Outside of her professional work, Chioma enjoys chess, interior decorating, music, reading, singing, and spending time with her family.

Shane Minks is a financial advisor with MassMutual Investors Services in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining MassMutual in 2022, he worked in various Texas school districts from 2015 to 2022. Outside of his advisory role, Shane coaches private athletic lessons and serves as Vice President of Membership for NAIFA Houston. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software.

Jayesh Bhakta Bhakta is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill since 2022 and previously worked at Bank of America, N.A. beginning in 2026. Outside of finance, he has experience running lodging businesses and homemaking activities. 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.

Donna Stolper Gonzalez is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Oneamerica Securities and OneHouston Financial. Outside of her advisory work, she is involved with JHRA Group LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Miguel Martinez is a financial advisor at Merrill with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JP Morgan Securities LLC for 10 years prior to joining Merrill and Bank of America N.A. in 2022. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Radzwill is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an investment-related trust in Phoenix, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, offering clients tailored financial plans without individual security recommendations as part of the standalone program.

Martin Hernandez Garcia is a Financial Advisor at Merrill Lynch Wealth Management based in Honolulu. He works with clients to build, preserve, and grow their wealth through personalized strategies that align with their values and long-term goals. His approach emphasizes understanding the significance of money in clients’ lives to tailor financial plans that support retirement preparation, wealth building, and navigating major life transitions. Martin holds a Bachelor's Degree from the University of California, Berkeley, and a Fellowship Certificate from Waseda University in Tokyo, Japan. He has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Fluent in English, Spanish, Portuguese, French, and Japanese, he leverages his cultural insights and background in psychology to connect with clients and guide them holistically. In addition to his professional work, Martin is actively involved in his community. He participates in the Chamber of Commerce of Hawaii’s Young Professionals group and contributes to local efforts such as the Hawaii Food Bank. His personal interests include traveling, culture and arts, food, meditation, hiking, and diving.

Thomas Gardner is a Wealth Management Advisor and First Vice President with The RG Group at Merrill Lynch Wealth Management. Since beginning his career in 1999, he has focused on providing personalized financial guidance and counsel to a select group of families. In 2015, he co-founded The RG Group to enhance client service by connecting clients to a team of experienced financial advisors and dedicated support professionals, offering access to the resources and strategies of Merrill, Bank of America, and Bank of America Private Bank. Gardner’s expertise includes family wealth management strategies, endowments and foundations services, legacy planning, retirement and philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Mississippi. Outside of his professional work, Gardner participates in community organizations such as Houston Livestock Show & Rodeo, Knights of Columbus, St. Cecilia’s Catholic Church, and Trinity Classical School. He also volunteers as a Sunday School teacher and coaches i9 Volleyball. His personal interests include gardening, hiking, hunting, reading, scuba diving, skiing, tennis, traveling, and spending time with his family.

Tamara Mcfarland Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her background includes roles at PFS Investments, Inc., Primerica Financial Services, and Westlake Chemical Corporation, spanning over a decade in each. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-driven investment strategies supported by third-party asset managers and custodians.

Jon Heger is a Vice President and Financial Consultant at Fidelity Investments. In this capacity, he works closely with clients and their families to develop tailored financial plans aimed at achieving their unique financial goals. Jon has over 25 years of experience with Fidelity Investments, having held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. He is a Certified Financial Planner™ and holds an insurance license in Arkansas. Outside of his professional work, Jon enjoys baseball, family activities, fishing, golf, running, and traveling.

Christopher Lynch is a Series 66-registered advisor with Merrill in Houston, TX, and has three years of industry experience. He previously worked at Lonestar Pension Consultants for five years and has been with Merrill since 2022, concurrently holding a position at Bank of America, N.A. since 2024. 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 a range of clients including individuals, pension plans, and charitable organizations.

Cairo Degaillard is a financial advisor with Cetera in Houston, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Cetera, he has held various roles including ownership of a travel agency sole proprietorship. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Shelley Adams is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in international wealth management, women and wealth, and individual and corporate investment strategy. Born and raised in Guatemala, Shelley has lived in Houston for the past 34 years. She is fluent in both Spanish and English, and holds a Bachelor's Degree from Southwestern University. In her role, she delivers a comprehensive approach to managing wealth by listening closely to clients’ needs and connecting all aspects of their financial lives to develop personalized strategies aligned with their long-term goals. Shelley holds the Personal Investment Advisor (PIA) designation and is committed to building and maintaining strong client relationships through accessible, knowledgeable, and experienced guidance. She draws upon the broad resources of Merrill Lynch and Bank of America, including insights from BofA Global Research, to help clients navigate today's changing market conditions. Shelley’s philosophy emphasizes working one-on-one with clients to create flexible strategies that reflect what matters most to them. In addition to her professional work, Shelley follows Merrill’s tradition of community involvement and volunteers with organizations such as Faith in Practice. She enjoys spending her free time traveling, attending cultural events, and engaging in activities like cooking, dancing, gardening, interior decorating, music, reading, swimming, and watching movies with her family. She is also grounded in her strong family values and Christian faith.

Robert Diaz Arrastia is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 credential and previously worked at Lincoln Financial Advisors and First Service Residential. His background includes roles outside finance such as service positions and military officer training. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial products.