Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Aaron Trevino is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at VALIC Financial Advisors and Agia. Outside of his advisory role, he serves on the board of directors for Bellaire Little League as Tee Ball/Rookie Ball Coordinator and is co-owner of Eastbury Company, LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Isel Isern is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Brian Kelly is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of his advisory role, he performs as a singer in an acoustic band and serves as secretary on the Houston Sigma Chi Alumni Chapter board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party programs and discretionary management, and offers products such as mutual funds, ETFs, and alternative investments, serving a wide range of clients from non-high-net-worth individuals to institutions.

Langston Turner is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Turner serves on the Investment Advisory Committee of Texas Tech University, which oversees the investment of the university’s endowment assets, and he is also the treasurer and a board member of the Saddlebrook Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Josephine Mendoza is a financial advisor with Merrill in Houston, TX, holding a Series 63 designation and having 28 years of industry experience. She has been with Merrill since 1984. 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, and institutions.

Stephen Alsup Jr. is a ChFC®-designated financial advisor with 15 years of industry experience, currently serving at Morgan Stanley in Houston, TX. His prior experience includes roles at American General Life Insurance and AIG Capital Services. Outside of his advisory work, he assists with IT support for his family’s property and casualty insurance agency. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Tyra Gibson serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over 10 years of experience in the financial services industry, specializing in helping clients build and preserve generational wealth. Tyra works closely with clients and multiple generations of their families, leveraging the global resources at Merrill to address diverse financial needs. Her background includes roles as a private wealth advisor and a small business lender, enabling her to assist business owners with coordinating business finances and personal wealth through cash and liability management, lending strategies, retirement plan services, business succession, and estate planning. Tyra earned a Bachelor's degree in English from Spelman College in Atlanta, Georgia, and a Master of Science degree in Business Management from Wake Forest University in Winston Salem, North Carolina. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyra resides in Houston with her husband and their three children. Outside of work, she enjoys reading, soccer, and spending time with her family.

Nai An Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Nai An offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Her areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and women and wealth. Nai An holds a Bachelor's Degree from Baylor University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Nai An participates in community activities through volunteering with local organizations, following the tradition of Merrill's involvement in the communities it serves. She communicates with clients in English, Chinese, and Mandarin.

Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning using firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Tullo Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2011, bringing experience from his previous role as a Neuroscience Specialty District Business Manager at Bristol-Myers Squibb Pharmaceuticals. Thomas works with a diverse client base including individuals, families, business owners, physicians, attorneys, professionals in oil and gas, athletes, and musicians. He has a particular interest in assisting families with special needs due to his background in neuroscience. Thomas employs a consultative approach to wealth management, focusing on understanding each client's unique and personally meaningful goals. His strategies may include investments, insurance, retirement, and estate planning considerations tailored to individual needs. He is a qualified Portfolio Manager at Merrill and holds the Personal Investment Advisor (PIA) designation. Thomas earned his Bachelor's Degree from Texas State University System. Outside of his professional activities, Thomas resides in Friendswood, Texas with his wife Wendy and their two children. He is involved in several community organizations including the National Alliance on Mental Illness of Greater Houston, Friendswood Youth Baseball, Houston Film Society, and Project Joy & Hope. Thomas has been recognized with Bank of America's Global Volunteer Honor Roll in 2022, 2023, and 2024 for his philanthropic and volunteer work.

William Huthnance is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at UBS since 2015, previously serving at Credit Suisse Securities and Morgan Stanley. Outside of his advisory role, he serves on the board of SpringSpirit Baseball, a charitable organization focused on mentoring local youth through baseball. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, offering customized financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase Bank. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

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.

Chase Schaefer is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Schaefer has worked with Raymond James since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.