Jesse Cortez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management strategies. He supports clients in achieving their financial goals through personalized guidance and long-term relationship building. Jesse's expertise includes a range of financial planning areas such as retirement planning, portfolio management, college education planning, legacy planning, and tax minimization, among others. With a bachelor's degree in accounting from the University of Houston, Jesse holds the Personal Investment Advisor (PIA) designation. He utilizes Merrill's resources alongside his own knowledge to help clients make informed financial decisions and protect their wealth. Outside of his professional work, Jesse enjoys a variety of personal interests including baseball, basketball, cooking, football, gardening, golfing, music, pickleball, spending time with his family, and traveling.

Allison Hanley is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Bank of America, Merrill, UBS Financial Services, and Chase Investment Services Corp. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Christina Wolsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Margaret Triesch is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 14 years of industry experience. She has worked at Merrill since 2011 and has held positions at Bank of America, Northwestern Mutual, and The College of Financial Planning. Outside of her advisory work, she is a 60% owner of Elliearrangements LLC, a floral arrangement business providing flowers for small events. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Ross Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and banking-related programs to support client strategies.

Aldo Rodriguez is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edward Jones, LPL Financial, MassMutual Life Insurance Company, and Wells Fargo Bank. 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 approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Cambridge Investment Research Advisors. J.P. Morgan Securities 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.

Angela Langolf Seeley is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. She has been with Merrill since 1990 and also has worked at Bank of America, N.A. since 2021. Outside of her advisory role, she assists with dive instruction for Sport Diver’s of Houston and owns a stained glass retail business called Whimsical Glass. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management and trading services.

Thomas Rosellini is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Carlos Lopez Doddoli is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Intercam Banco from 2015 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Jessica Pan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and 27 years of industry experience. Her prior career includes nine years at Bank of America and Merrill. Outside of her advisory work, she manages rental properties in Texas, overseeing rent collection and maintenance coordination. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Christopher Dewhurst is a Private Wealth Advisor and Co-Founder of the Bera Dewhurst & Associates team within Merrill Private Wealth Management. He provides advisory services to multi-generational ultra-high-net-worth families and business owners, focusing on the preservation, growth, and transfer of wealth. Chris works closely with clients to define and implement comprehensive wealth strategies that encompass investment management, tax planning, estate structuring, and philanthropic planning. With over 20 years of experience, Chris specializes in assisting clients with significant liquidity events, concentrated holdings, and family governance challenges. He plays a key role in the team's strategic direction by leading new client engagement, overseeing the firm's wealth planning process, and ensuring high-quality reporting and transparency. Chris earned his MBA from the University of Texas McCombs School of Business and holds bachelor's degrees in Economics and Philosophy from Washington & Lee University. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Chris enjoys hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Michael De Lorenzo is a financial advisor at Merrill with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Merrill in 2020. He holds Series 63 and Series 65 licenses and serves as a general board member of the Houston Food Bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Sinan Sammour is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Cantella & Co., Inc. and Morgan Stanley Private Bank. Sammour is also the owner of National Financial Capital LLC. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes multiple custody and platform arrangements and provides access to both proprietary and third-party investment strategies.

Andrew Messarra is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and 65 credentials and bringing 24 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities from 2001 to 2025. Outside of his advisory work, he serves as treasurer and comptroller for the nonprofit A Treasure of Dreams Inc. and operates ALM Financial & Tax Services, providing accounting, tax, and payroll services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jeremy Newton is a Managing Director and Wealth Management Advisor with TSPN Wealth Management Group at Merrill in Houston. He began his career at Merrill Lynch Wealth Management in 2000 and later opened the downtown Houston office for Morgan Stanley in 2008 as Family Wealth Director. In 2016, he returned to Merrill with his professional group to create TSPN Wealth Management Group. As the managing member, Jeremy focuses on simplifying the complexities of relationships within the enterprise at Bank of America/Merrill. Jeremy and his team work primarily with affluent families, providing services that include preserving wealth through proactive management, mitigating risk by diversifying investments, assisting with the transfer of wealth across generations, and coordinating advice with clients' other professionals such as attorneys and CPAs. Their approach involves a mathematical, non-emotional, repeatable process aimed at understanding clients' current situations and desired outcomes, reducing unnecessary fees, and managing tax obligations. Jeremy holds a B.S. in Management from Texas A&M University and a Financial Planning degree from Rice University. He holds several industry designations including CPWA®, CFP®, CRPC™, and CRPS™. He is involved with professional organizations such as the American Quarter Horse Association, Delta Sigma Phi, and Needville Youth Fair, and contributes to community organizations including Assistance League and FEI. Jeremy spends his spare time with his wife and three children, and enjoys activities related to quarter horse racing and the cattle business.

Chelsea Daniel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and has 27 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008 before joining Wells Fargo Clearing in 2016. 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 roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Fernando Vizcaino is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities 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.

Michael Weyant is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America Merrill Lynch for 16 years and has held various roles at Avantax and Turner Wealth Management. Weyant also operates under the DBA Stream Wealth Partners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.