Jason Williams is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develops strategies to address short-, mid-, and long-term objectives. His services cover areas such as general investing, retirement planning, and saving for unforeseen events. He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stephen F. Austin State University. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies. He maintains ongoing communication to address client goals, concerns, and changing needs.

Richard Grant is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His background includes roles at Charles Schwab Bank, UPS/InSync Staffing, and service in the United States Marine Corps Reserve. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using a multi-asset investment approach supported by centralized custody and operational infrastructure.

Nancy Tellez is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Scott Waltmon is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC since 2015. Outside of his advisory role, he serves on the board of directors for The Rise School of Houston, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Sandra Davis is a Financial Advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Jana Calongne is a financial advisor with Ameriprise in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Comerica and CitiGroup. She has maintained outside employment as a wealth advisor at Comerica Bank. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with at least $1 million in investable assets. The firm delivers non-discretionary, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support retirement income strategies.

Andrew Powell is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Merrill, Bank of Texas, and NRL Mortgage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products through a platform supported by proprietary research and model-based asset allocations.

Georgina Rosal is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. She was previously with Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. In addition to her advisory role, she is involved with Rosal Davie & Associates LLP, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from both internal and external sources.

Muna Malik is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan Securities. 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, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.

Meghan Morrow is a financial advisor at Morgan Stanley in Houston, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model client outcomes.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Amber Wells is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 15 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she and her husband jointly own and manage a rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

David Smetek is a financial advisor at Fidelity Investments, holding a Series 66 designation. He has experience working with Fidelity in multiple periods since 2022 and previously held roles at Sunbelt Securities and academic institutions including Texas A&M College and University of Phoenix. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Claudia Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at CFISD, Texas A&M University, and 7G's Trucking, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Megan Arevalo is a financial advisor at Ameriprise with 16 years of industry experience and holds the Series 66 designation. She has been with Ameriprise and its affiliate since 2011. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Selby is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica since 2013 and also has a background working with Fort Bend Independent School District. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Julia Duran is a financial advisor at Merrill with over 40 years of industry experience. She holds a Series 63 designation and has been with Merrill since 1985. 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.

Gregory Allen is a financial advisor at Charles Schwab with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TD Ameritrade for 10 years. Outside of finance, he serves as a baseball umpire for youth games in Houston, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and due diligence.

Heather May is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Ameriprise. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Dylan Davis is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory roles, he is involved with The Enrichery and has teaching experience at the University of Houston and San Jacinto Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, and a range of investment and insurance products supported by an integrated platform combining adviser programs with other financial services.