Zachary Mott is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and VOV Corporation. 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 a range of clients including individuals, pension plans, corporations, and charitable organizations.

Jennifer Vanderschoor is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances.

Huy Nguyen is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Merrill, he worked at Texas Bay Credit Union and CUSO Financial Services, LP. He has also been involved in entrepreneurial ventures, including ownership roles in fitness-related businesses such as Crossfit Zeke LLC and Suite Time Fitness, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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 plans, corporations, and charitable organizations.

David Brown is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ifmg Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and specialized institutional platforms, supported by a large network of advisors and advanced operational tools.

Vernon Bodelson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at DBC Inc. and Geronimo before joining Morgan Stanley. Outside of his advisory work, he is a sole proprietor involved in property management in Santa Fe, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Walter Katz is a CFP® and ChFC® affiliated with MassMutual Investors Services in Houston, TX, with 40 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2002. Outside of his advisory role, he is involved in the sale of personal insurance products through K Financial Services, Inc., where he holds ownership and officer positions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Jeffrey Chen is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years from 2006 to 2020. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored advice.

Sergio Ordonez currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Sergio worked as a Financial Representative at MetLife Securities and New England Securities. With over a decade of experience in the financial services industry, Sergio focuses on creating comprehensive and holistic financial plans tailored to each client's unique situation and goals. He holds an Arkansas Insurance License which supports his work in providing financial guidance. Outside of his professional career, Sergio enjoys activities such as spending time at the beach, family activities, hiking, running, soccer, and traveling.

Graham Hartley is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and bringing 29 years of industry experience. His prior experience includes roles at Intrua Financial LLC and Invesco AIM Private Asset Management, Inc. He is also affiliated with The Hartley Group LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Billy Gross is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, Stanford Group Company, and Merrill. He has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside its planning services.

Kyle Kelley is a Senior Financial Advisor and a leader at VMT Wealth Management, a financial advisory team based in Houston. He provides customized wealth strategy and integrated advice to individuals and families, focusing on helping them address their priorities and pursue their goals efficiently. Kyle leads a multi-disciplinary approach that includes investment management, retirement planning, trust and estate planning services, cash-flow analysis, higher education saving, and charitable giving. Kyle has been recognized nationally for his work, having been named on the Forbes "America's Top Next-Generation Wealth Advisors" list from 2019 to 2025, including ranking #1 in Texas for five consecutive years. He was also listed on the Forbes "America's Best-In-State Wealth Advisors" from 2021 to 2025. Kyle holds a B.A. in Economics from Rice University and is a Personal Investment Advisor (PIA). He is involved with several professional and community organizations, including the Evans Scholars Foundation, Rice University alumni groups, and the Houston Golf Association. Outside of his professional duties, Kyle serves as a member of the Houston Open Committee, which promotes positive impact on the Houston community through golf. He is an avid golfer and outdoorsman. Kyle enjoys spending time with his wife, Anne, their sons Henry and James, and their black lab, Mia.

John Vander Voort is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Jenifer Thomas is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after 25 years at Oceaneering Space Systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jesus Gutierrez Sr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and over 34 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. He is the author of a book on surviving cancer. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets through more than 14,000 advisors.

Randy Nelson is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Robert Rosenbaum is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America, Premium Retail Services, and Best Buy Co. Inc. 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 plans, corporations, and charitable organizations.

Noah Doney is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas including family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. Noah holds the designation of Personal Investment Advisor (PIA). Noah has an educational background that includes a High School Diploma from South River High School and an Associate's Degree from Anne Arundel Community College. He focuses on helping clients create personalized financial strategies that reflect their unique perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Feriz Halili is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He has been in the financial services industry since 2010, beginning his career as a bank teller at Bank of America before joining Merrill in June 2016 to support The Fecel Team in various capacities. Feriz is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Houston System. In his role, Feriz provides clients with access to the investment insights of Merrill and banking convenience of Bank of America to address various financial needs. He works closely with high-net-worth individuals and families to identify goals such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. He also assists clients with banking, credit, lending products, and has experience with Merrill's self-directed brokerage platform, EDGE. Outside of his professional responsibilities, Feriz participates in community service activities including volunteering with the Houston Food Bank. He is affiliated with professional organizations such as Arberia Houston, Houston Beekeepers Association, and the Spondylitis Association of America. His personal interests include boating, reading, soccer, spending time with family, traveling, and watching movies.

Salena Amos is a financial advisor at Edward Jones with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2025, she worked for Prudential Financial for 20 years. Outside of advising, she owns Amos Legacy Enterprises, a real estate development and rental business based in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Cheak is a Senior Financial Advisor at Merrill Lynch Wealth Management and a key member of The Cheak Group. Since joining the team in 2018 alongside his father, he has focused on assisting clients with personal retirement and college education planning, as well as developing wealth management strategies tailored to families and individuals. Logan supports The Cheak Group’s goals-based approach to financial planning, emphasizing customized strategies that address tax minimization, retirement income, estate considerations, and long-term care. A native Texan, Logan earned his Bachelor of Business Administration degree in Marketing from Texas Tech University in 2017. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the professional organization Lambda Chi Alpha. In addition to his professional work, Logan participates in community activities including involvement with the South Plains Food Bank. Outside of work, he enjoys playing golf and softball, drawing and painting, and following Houston and Texas Tech sports.