Whitney Randolph is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and offering 21 years of industry experience. Prior to joining UBS in 2010, Whitney worked at Merrill and Banc of America Investment Services. Whitney also serves as a trustee and treasurer for the Rockwell Fund, a charitable foundation, where responsibilities include reviewing grant proposals and acting as an authorized signer under specific circumstances. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 aligned with clients’ goals and risk tolerances.

Holly Nichols is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley in New Orleans, LA. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, following a 13-year tenure at J.P. Morgan Securities Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

J Michael Fox is a Wealth Management Advisor and Managing Director at Merrill, where he leads the Fox Group, a team dedicated to providing a client experience centered on family values and long-term financial security. The team spans three generations within one family, allowing them to bring a unique understanding of the personal and financial challenges their clients face. Their expertise covers areas such as retirement planning, risk management, portfolio construction, business succession planning, and tax-efficient wealth transfer. Mike began his career in professional baseball with the St. Louis Cardinals organization before joining Merrill in 1994. He holds dual bachelor's degrees in Managerial Studies and Political Science from Rice University, and he carries several professional credentials including the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designation and FINRA Series 7, 31, 63, and 65 registrations. Nationally recognized for his work, Mike has been included on Barron's "Top 1,500 Financial Advisors in the U.S." and Forbes "Best-In-State Wealth Advisors" lists. Beyond his professional role, Mike serves on the board of Evelyn's Park Conservancy and as a Deacon at Crosspoint Church. He enjoys spending time with his wife Linda, their four sons, daughters-in-law, and granddaughters. An avid sports enthusiast, Mike has a history of involvement in youth baseball coaching and community service.

Brian Gonzalez Hernandez is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank and its clearing division since 2020. Prior to his financial industry roles, he worked at Macy’s and The Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Clint Clements is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at NEXT Financial Group for 13 years and Aegis Asset Management Inc for 2 years. Outside of his advisory role, Clint is a business owner of La Mode Lingerie, a home-based lingerie retail venture. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Iris Diaz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Outside of her advisory work, she serves as a board member for the City of Brownsville Board of Adjustment and is co-owner of Indigo Gardens Events Center, a local venue for weddings and events. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jeanne Mc Cormick is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Brian Chao is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Adam Alanis is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors and combines institutional advisory operations with brokerage and investment management capabilities.

Katherine Mills is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes positions at Goldman Sachs & Co. LLC, JPMorgan Securities LLC, and Bank of America N.A. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brenda Dibartolo is a CFP® professional at Wells Fargo Clearing with 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2014. Outside of her advisory role, she is a check signer on a spouse-owned dental business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm utilizes research and analytics from the Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Vanessa Bryce is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized guidance focused on comprehensive wealth management. She assists individuals, families, business owners, and professionals in navigating complex financial decisions and creating tailored strategies that address investment management, tax planning, estate planning, retirement planning, and wealth transfer strategies. Vanessa's expertise includes college education planning, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, and tax minimization. She holds a Bachelor's Degree in Finance from Baylor University and has completed advanced financial planning training through Rice University. Additionally, she carries the Personal Investment Advisor (PIA) designation. Outside of her professional role, Vanessa enjoys interior decorating, painting, reading, skiing, and spending time with her family.

Michael Stone is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2009. Based in Houston, TX, he has worked at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program where clients retain final decision-making authority.

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple third-party managers.

Michael Landolt is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 23 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Landolt serves as a director or board member for several nonprofit organizations, including the Friends of the Evelyn Meador Library and the Clear Lake Lunar Rendezvous Festival. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Odesseas Daramouskas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses. He has one year of industry experience and has previously worked at several firms including Empower Advisory Group, Frost Bank, and JPMorgan Chase. 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 a range of brokerage and advisory solutions.

Jennifer Leal is a Financial Consultant currently working at Fidelity Investments. She has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before her current role. Prior to joining Fidelity, she held positions at Merrill Lynch, including Financial Advisor from 2019 to 2022 and Complex Manager Assistant from 2001 to 2019. Her work focuses on partnering with individuals and families to develop personalized financial strategies. These strategies encompass investment guidance, retirement and income planning, and legacy planning, all integrated into comprehensive financial plans. Jennifer emphasizes building trust and understanding to tailor plans that reflect each client's priorities. Jennifer aims to simplify the complexities of financial planning for her clients, enabling them to focus on their life goals. Further details regarding her education, credentials, personal interests, or community involvement were not provided.

Patrick Nuter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Journeyman Distillery, Wyndham Destinations, Eminence Management, and Michigan State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with diversified investment strategies.

Bryan Leonard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1997, beginning his career there after earning a Bachelor of Business Administration in Finance from the University of Texas at Austin. His expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. Bryan holds several professional designations, including Certified Financial Planner (CFP) since 2002, Certified Investment Management Analyst (CIMA) since 2007, Chartered Market Technician (CMT) since 2016, and Chartered Alternative Investment Analyst (CAIA) since 2019. Additionally, he is a Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Bryan is active in his community through his fraternity, Alpha Tau Omega, and supports Habitat for Humanity. He is a Life Member of The University of Texas Alumni Association and has served on the board of the Houston Chapter of the Texas Exes. Bryan resides in Houston with his wife, Katie, and their two children. His personal interests include football, golfing, tennis, and spending time with his family.

William Hicks Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo in 2023. 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 uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions across a large platform of advisors.