Douglas Van Sickle is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including American General Life Insurance, Edward Jones, and Natixis Global Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves multiple registered investment companies while delivering model portfolios through systematic methodologies.

Donald Fecel II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning and portfolio management strategies tailored to each client's specific goals. His work includes advising on areas such as retirement income, tax minimization, family wealth strategies, and socially responsible investing. Donald holds several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Trinity University and is involved with the Trinity University Alumni Board in Houston. He is active in the community through participation with the Houston Council on Recovery and supports the Houston Food Bank. His interests include gardening, golfing, music, skiing, spending time with his family, tennis, traveling, watching movies, and woodworking.

Ashley Brence is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Her prior roles include positions at Merrill Lynch, Frost Brokerage, and Bank of America Merrill Lynch. Outside of finance, she has worked in retail and aquatic management roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Michael Roma is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience managing portfolios on both the private and public sides, he has a background that includes serving as a CFO and CEO in corporate investing and partnerships. Michael emphasizes clear communication of strategy, implementation, and market conditions without industry jargon, ensuring clients have a clear understanding of their financial positions and goals. He employs a personalized informational gathering approach to build long-term relationships and craft investment portfolios aligned with clients' near and long-term objectives. Michael and his team, The RG Group, assist clients throughout various financial phases, from accumulating savings to retirement distribution. His expertise extends to advising business owners on cash management, employee retirement benefits, partnership matters, and succession planning. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a Bachelor's Degree from St. John's University. He has served as President of the Business Network International during 2022-2023. In addition to his professional work, he participates in community organizations such as the Alzheimer's Association of Houston and Star of Hope. His personal interests include baseball, golfing, hiking, ice hockey, photography, reading, skiing, spending time with family, and traveling.

Joseph Huynh is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Morgan Stanley and has been with Merrill for multiple periods, including a recent tenure starting in 2026. Huynh attended the University of Texas at San Antonio. 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. 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.

Jesse Ocana is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, serving initially as a Workplace Planning Consultant from 2017 to 2020, then as a Financial Consultant from 2020 to 2022 before his current position. In his role as a Financial Consultant, Jesse partners with clients to develop customized financial plans tailored to their unique needs and goals, emphasizing clear and comfortable communication. He holds an insurance license in Arkansas (AR Insurance License).

Christopher Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has provided financial advice and guidance since beginning his career in 2007 and joined Merrill Lynch in 2015. Christopher focuses on business owners, entrepreneurs, and executives in the aerospace industry, leveraging his banking background to address both sides of clients’ balance sheets. He assists clients in adopting holistic wealth management strategies that integrate various aspects of their financial lives. Christopher holds a bachelor's degree in finance and economics from Texas State University. He has earned multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes retirement income planning, family wealth management, divorce transition planning, and LGBT wealth planning. He helps clients structure their wealth for retirement while considering factors such as taxes, inflation, and healthcare costs. Outside of his professional work, Christopher enjoys boating, fishing, and scuba diving. He is also committed to community involvement and spends time volunteering with local organizations.

Elliott Fell is a financial advisor with LPL Financial based in Houston, TX, holding a Series 66 designation and bringing 19 years of industry experience. He worked at Edward Jones for five years before joining LPL Financial in 2012. Fell is involved with business activities including Wallstreet Texas and Fell and Co., and he manages multiple related entities under the Fell Wealth Management name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing research-driven and customized investment strategies alongside comprehensive non-advisory financial solutions.

Lawrence Conklin is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm‑approved tools, with an emphasis on advisory services rather than individual security recommendations.

William Stroud Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mathew Paul is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 66 credential and five years of industry experience. He has worked with Cambridge Investment Research since 2020 and is the managing partner of Mayanah Financial Coaching, a financial coaching business he founded in 2015. Paul also serves as a board member of Greenlight House Ministries. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports independent Financial Professionals with multiple portfolio management platforms and proprietary as well as third-party investment strategies.

Thomas Doggett Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including prior roles at Edward Jones and Invesco AIM Private Asset Management. Outside of his advisory work, he organizes and manages the Mason Creek-3.5 Tennis Team. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers tailored retirement planning and income-focused recommendations. The firm’s approach integrates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and structured asset allocation.

Nichole King is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Pharaoh Financial, LPL Financial LLC, and Insurica Insurance Services, LLC. King also has a background in legal services, having worked over a decade at Kowert, Hood, Munyon, Rankin & Goetzel, PC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and presents event-driven planning services including divorce and estate-settlement planning.

Abraham Atari is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting dual-income professionals and retirees with investable assets of $500,000 or more to develop clear retirement transition plans. His approach emphasizes creating coordinated income, investment, and tax strategies that address real-life retirement challenges. Abraham utilizes a structured process that includes consultation, personal wealth analysis, strategy implementation, and ongoing monitoring to help clients with retirement income strategies, investment alignment, tax-smart decisions in coordination with tax professionals, and simplifying complex financial matters into clear plans. His expertise encompasses areas such as college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, small business strategies, and tax minimization. He holds a BBA in Finance and Supply Chain Operations from the University of Wisconsin - Milwaukee and has earned the Personal Investment Advisor (PIA) designation. Abraham is a member of Phi Sigma Kappa and is involved with The Salvation Army. Outside of work, he enjoys basketball, billiards, bowling, football, golfing, hiking, photography, spending time with his family, traveling, and writing.

Jo Stibora is a financial advisor with RBC Capital Markets in Houston, Texas, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party investment managers, with options for tax management and responsible investing.

Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.

Elvis Rodriguez is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Mr. Rodriguez worked as a Financial Advisor at VALIC Financial Advisors from 2015 to 2019. His earlier experience includes roles at Wells Fargo as a Home Equity Sales Consultant from 2007 to 2011 and as a Commercial Credit Analyst from 2006 to 2007. Mr. Rodriguez is a CERTIFIED FINANCIAL PLANNER™ who focuses on collaborating with clients to develop, implement, and monitor personalized financial plans tailored to their goals and needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout his professional practice. Outside of his professional work, Mr. Rodriguez has interests in baseball, cooking and baking, family activities, football, pets, and traveling.

William Henderson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he manages a high school running club, teaches spin classes at a local church, and is involved in automotive sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Robert Anthony is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2020 to 2025, and at J.P. Morgan Securities from 2012 to 2020. Stifel serves a broad client base including individuals, institutional clients, and nonprofits, providing both brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.