Santos Herrera is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing more than 14,000 financial advisors, and offers a combination of brokerage and advisory solutions.

David Ho is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joe LeBrane is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He provides strategic financial guidance with a focus on proactive communication and personalized planning and investing approaches. Joe's work involves helping individuals and families make clear, disciplined financial decisions aligned with their long-term goals. Joe has extensive experience in the financial industry, having served as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, and a Financial Services Representative at Hancock Whitney from 2013 to 2015. Outside of his professional work, Joe has interests in fitness, culinary experiences, golf, parenthood, and traveling.

Alison Young is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, and previously at AllianceBernstein L.P. and Sanford C. Bernstein & Co., LLC from 2015 to 2020. Young serves as a board member and finance committee member for Planned Parenthood Gulf Coast. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering access to a wide range of product types and a focus on approved funds and strategies.

Gabriela Garza is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked within various roles at JPMorgan Chase Bank since 2016. 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 approach.

Franklin Breazeale III is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 2011 and provides personalized wealth planning, integrating corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial strategies. His client base includes affluent individuals, couples, and families across Texas and various locations nationwide. Frank holds a bachelor's degree in business administration from The University of Texas at Austin and a master's degree with a concentration in finance from Baylor University. He has earned several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials reflect his focus on estate planning services, investments, executive compensation, and liquidity strategies. Engaged in his community, Franklin supports local organizations such as Easter Seals and participates in the deep-seated Merrill tradition of community involvement. Outside of his professional work, he enjoys outdoor activities including running, golf, basketball, fishing, football, hiking, hunting, music, and spending time with his wife and two daughters in Kingwood.

Gareth Prescott is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His previous roles include positions at Equitable Advisors, BancFirst, and Texas A&M University Health Science Center. 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.

Ryu Yi is a financial advisor at Merrill with Series 65 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America and Ameriprise Financial, as well as positions at Rice University and within the Nevada Education System. He is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Daniel Ayala Jr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Royal Alliance and SF CICADA LLC since 2015. He also serves as a registered assistant and supervision delegate with SF CICADA LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles and third-party platforms.

Marleigh Miller is a Series 66-credentialed financial advisor at Merrill with eight years of experience, including two years in the financial industry. She previously worked at the University of Houston Downtown for four years. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Joshua Crader is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, LPL Financial, and Texas Dow Employee Credit Union. His background also includes roles at Best Buy and the University of Houston. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investments program.

Daniel Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Gladstein Levitt Rozelle Spence Group. He has been with the firm since 1999, providing financial guidance to individuals, families, and businesses. His approach to wealth management is dynamic and flexible, focusing on portfolio management, liability management, education planning, and retirement planning. Daniel emphasizes consistent communication with clients through regular face-to-face meetings and reviews to adapt strategies according to changing life events and market conditions. Throughout his career, Daniel has held leadership roles within the Downtown Merrill office, including coaching new financial advisors in the Paths of Achievement Program and serving as a Producing Sales Manager. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Daniel holds a Bachelor's Degree in Communication from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional life, he enjoys football, golfing, music, traveling, and spending time with his family. He resides in Braes Heights with his wife, Cyndi, and their son, Spencer.

Blake Rusk is a CFP® with 13 years of industry experience, currently serving at RBC Capital Markets since 2012. Based in Houston, TX, he holds the Series 66 designation. Outside of his advisory role, he is the sole proprietor of R-Oil LLC, an oil pipeline shipping business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Adam De Wind is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and various positions outside of finance, such as work with San Marcos Power Sports and Keystone Moving Solutions LLC. 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 and profit-sharing plans, corporations, and charitable organizations.

Paul Arnold is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Douglas Meuth is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Luis Urbina is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His prior roles include positions at First Command Insurance Services and First Command Advisory Services. Urbina served in the United States Army from 2014 to 2021. 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 incorporates modern portfolio theory, with a focus on plan objectives and risk tolerances.

Crystal Maxwell is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she serves as an officer of The Trinity Charitable Foundation, which donates to other charitable organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to address a broad range of client needs.

Jairo Silva is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and multiple divisions within Wells Fargo. 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 approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Luis Sanchez Boom is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at JPMorgan since 2017 and a prior position at Chevez Ruiz Zamarripa. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.