Belen Aguirre is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Resource Corporation of America, Empire Z, DP Contractors, and Smoothie King Franchises. 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 and profit-sharing plans, corporations, and charitable organizations.

Bobby Moore is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a committee member for the Houston Livestock Show & Rodeo, participating in the junior auction committee. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Randal Jefferson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has held prior positions at JPMorgan Chase Bank, Wells Fargo Investments, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

Bruce Piccirillo is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers planning in areas such as retirement, education, business-owner transition, and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Ozioma Abraham is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, as well as experience at Texas Dow Employees Credit Union, LPL Financial, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Roger Brown Jr. is a financial advisor with Ameriprise, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JP Morgan Securities LLC. Brown also manages an advisory business, Tiras Wealth Management LLC, in Houston. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data to provide tailored recommendations within a defined investment universe.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2005 and concurrently has experience with Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of non-investment products related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors and manages 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 uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through established providers.

Ignacio Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2008. Outside of his advisory role, he serves as a coach for an MBA Leadership Program, assisting graduate students with communication skills. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations.

Richard Roeder is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a business owner with minimal involvement related to receiving royalty checks. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Travis Wise is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2010. Outside of financial advising, he serves as a church preacher and teaches part-time Bible classes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm’s approach includes matching clients to advisory programs or third-party managers based on risk tolerance and personal information, offering a range of investment options through both proprietary and third-party platforms.

Yusef Lovette is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, Comerica Securities, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, Lovette is involved with Maestro, a cash management platform for corporate and institutional clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies.

Michael Covell is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds a Series 66 designation. He has worked with Wells Fargo Clearing since 2016, with prior experience at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

John Gaynor is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Houston, TX. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Clayton Kimbrew is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He previously worked in real estate and trading roles, including positions at Intero Real Estate Services and T3 Trading Group, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients, including individuals and institutions, using model-based and discretionary investment strategies developed by internal and third-party teams.

Hong Ogle is a financial advisor at Merrill in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill Lynch since 2010. Outside of his advisory role, Ogle serves on the boards of several nonprofit organizations, including the Greater Houston Partnership and Paradigm for Parity, and participates as an advisory board member for Central Houston. He also mentors at WhyAI Technologies Inc., providing guidance on AI solutions. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 with a range of model-based and discretionary investment strategies.

Christopher Guerrero is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at JPMorgan Securities LLC for six years before joining Wells Fargo Clearing in 2019. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Mukesh Patel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages substantial assets and offers both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Michael Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the TSPN Wealth Management Group in March 2019, bringing extensive experience in banking, investment banking, and real estate. With over 48 years of professional experience, Michael has managed several Texas banks as well as his own investment banking group. He specializes in developing customized wealth management strategies combined with senior and subordinated debt approaches. His expertise includes providing financial guidance to families, partnerships, and corporations on complex transactions across Texas, Louisiana, Florida, and the southwestern United States. Michael holds a Bachelor's Degree from Lamar University and is a Personal Investment Advisor (PIA). He resides in Houston, Texas, with his wife, Terrie Hogan, and their five children. Throughout his career, Michael has been involved with organizations such as the University of Texas MBA Investment Fund, UT Health, University of Houston, numerous Catholic charities, and various entrepreneurial and charitable funds in Houston and Texas.

Reed Smith is a Private Wealth Advisor and co-founder of Smith Warren and Associates, a wealth management team serving an elite group of families across the Southwest. In this role, he directs a team of professionals who provide specialized strategies and services tailored to the needs of ultra-affluent clients. Reed’s approach centers on delivering customized, forward-thinking, and cost-conscious wealth management solutions that address multiple client goals through practical and strategic responses. Reed has been a career-long professional at Merrill, joining the firm in 1993 and becoming a member of Merrill Private Wealth Management at its inception in 2001. His experience includes expertise in areas such as family wealth management strategies, executive compensation, retirement income, portfolio management, tax minimization, and philanthropic planning. He has received national recognition, including being named among Barron’s "America’s Top 1,200 Advisors" from 2011 through 2024, and ranked as one of the Financial Times’ "Top 400 Financial Advisors" from 2013 to 2016. Reed also contributes commentary on wealth management topics to local media outlets in Houston. Reed earned a Bachelor of Arts degree from The University of St. Thomas with concentrations in Economics and Business. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Reed supports local charitable organizations and resides in Houston’s Champions area with his wife, Betty Ann. His personal interests include fishing, golfing, music, photography, reading, and spending time with family.

Darrell Pennington is a financial advisor with Ameriprise in Houston, Texas, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves on the board of directors for the nonprofit organization myLIFEspeaks. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with an algorithm-driven approach overseen by a dedicated team, emphasizing Ameriprise-managed accounts and products from affiliated firms.