Christopher Lynch is a Series 66-registered advisor with Merrill in Houston, TX, and has three years of industry experience. He previously worked at Lonestar Pension Consultants for five years and has been with Merrill since 2022, concurrently holding a position at Bank of America, N.A. since 2024. 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 a range of clients including individuals, pension plans, and charitable organizations.

Ken Chastain is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Cairo Degaillard is a financial advisor with Cetera in Houston, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Cetera, he has held various roles including ownership of a travel agency sole proprietorship. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Howard Rogers Jr. is a financial advisor with UBS Financial Services in Sugarland, TX, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Shelley Adams is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in international wealth management, women and wealth, and individual and corporate investment strategy. Born and raised in Guatemala, Shelley has lived in Houston for the past 34 years. She is fluent in both Spanish and English, and holds a Bachelor's Degree from Southwestern University. In her role, she delivers a comprehensive approach to managing wealth by listening closely to clients’ needs and connecting all aspects of their financial lives to develop personalized strategies aligned with their long-term goals. Shelley holds the Personal Investment Advisor (PIA) designation and is committed to building and maintaining strong client relationships through accessible, knowledgeable, and experienced guidance. She draws upon the broad resources of Merrill Lynch and Bank of America, including insights from BofA Global Research, to help clients navigate today's changing market conditions. Shelley’s philosophy emphasizes working one-on-one with clients to create flexible strategies that reflect what matters most to them. In addition to her professional work, Shelley follows Merrill’s tradition of community involvement and volunteers with organizations such as Faith in Practice. She enjoys spending her free time traveling, attending cultural events, and engaging in activities like cooking, dancing, gardening, interior decorating, music, reading, swimming, and watching movies with her family. She is also grounded in her strong family values and Christian faith.

Robert Diaz Arrastia is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors and First Service Residential. His background also includes roles outside finance, such as service positions at Wolfgang Puck Bar & Grill and Café Piquet, and participation in the United States Navy Officer Candidate School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill Lynch and Frost Brokerage. Outside of finance, she has experience in aquatic management and retail sectors. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Benjamin Holland is a financial advisor with Ameriprise in Houston, TX. He holds the Series 66 designation and has been in the industry since 2024, previously working at Equitable Advisors. Outside of finance, he has experience in the car wash business and has worked in educational and athletic roles. Ameriprise is a large institutional firm that offers retirement-income planning services for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

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).

Keith A. Weidemann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved in several business activities related to land ownership, cattle raising, and real estate development through various family-owned entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

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 at LPL Financial in Houston, TX, holding a Series 66 designation with 18 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Wallstreet Texas, a separate DBA, and operates Fell and Co., which engages in investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Michael Dunavant is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2015, with a brief period at Bank of America, N.A. prior to returning to Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

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.