Abraham Atari is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with dual-income professionals and retirees who have $500,000 or more in investable assets and are seeking a clear plan for their retirement transition. His expertise includes retirement income strategies, investment alignment with client goals and timelines, Social Security and withdrawal planning, tax-smart decisions in coordination with clients' tax professionals, and simplifying complex financial situations into coordinated plans. Abraham follows a structured process that begins with consultation and discovery, followed by personal wealth analysis and strategy development, implementation, and ongoing monitoring and optimization. Abraham holds a Bachelor of Business Administration degree in Finance and Supply Chain Operations from the University of Wisconsin - Milwaukee and is a Personal Investment Advisor (PIA). He is proficient in English and Arabic and is a member of Phi Sigma Kappa. Outside of his professional work, Abraham is involved with The Salvation Army. His personal interests include basketball, billiards, bowling, football, golfing, hiking, photography, spending time with family, traveling, and writing.

Jo Stibora is a financial advisor with RBC Capital Markets in Houston, Texas, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party investment managers, with options for tax management and responsible investing.

Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.

William Henderson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he manages a high school running club, teaches spin classes at a local church, and is involved in automotive sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Edward Wood Jr. is a CFP® professional with 27 years of experience, currently serving at MassMutual Investors Services. He has been with MassMutual and its affiliate MML Investors Services since 1998 and 1999, respectively. In addition to his advisory role, Wood serves as a vice president at UFG Advisors, LLC and holds a position on the board of Doal Enterprises, Inc., which is involved in the sales of oil field tubular products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, collaborative planning process supported by firm-approved analytical tools.

Jarrod Hageman is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Raymond James Financial Services and Amegy Investments, among others. He is also associated with The Noble Group, an entity related to his LPL business activities. 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 financial planning and investment management services through a large network of advisors, utilizing various strategic and tactical portfolio approaches supported by research and technology tools.

Larry Selzer is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 license and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016, following eight years at UBS Financial Services and 21 years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and strategies.

Chad Peschke is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ReelWise, LLC, an entity used for office lease liability purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Richard Greenwood is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2017 and previously worked at Wells Fargo Clearing for one year. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Cindrell Thomas is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2001. Outside of her advisory role, she is a member of Cee G.O.A.T., LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery 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 an exclusively percentage-based, tiered wrap fee structure.

Brittney Restivo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. She has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to a diverse client base including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Jean Wollenberg is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1992. Outside of her advisory role, she serves as Vice President and Treasurer of a family-owned electrical services company and is Treasurer of a homeowner’s association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans for clients.

Rebecca Miller is a financial advisor with Morgan Stanley in Houston, Texas, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley since 2010, working within both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the investment committee for Congregation Emanu El in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Allison Cloud is a financial advisor with UBS Financial Services in Houston, TX, holding Series 65 and Series 63 licenses and 21 years of industry experience. She has worked at UBS Financial Services in multiple periods since 2006, with additional experience at Encompass Advisory Services and Nationwide Securities. Outside of her advisory work, Allison hosts online and at-home parties for ColorStreet nail products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Steve Moss is a financial advisor at UBS Financial Services with 32 years of industry experience, including 26 years at UBS. He holds Series 63 and Series 65 licenses and is based in Katy, Texas. Outside of his advisory role, he owns an LLC established to purchase and manage a small plane. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor client solutions.

Christopher Green is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets services through its global platform.

Mark Mcmillan is a financial advisor at Fidelity Investments with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at The Hobbit Cafe and was a full-time student for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Scott Martin is a financial advisor with Merrill based in Houston, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and at Merrill since 2010. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shyam Bhatia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Cetera Wealth Services, and The Prudential Insurance Company of America. Outside of advising, he serves as a board member for Houston Coffee Collective, engaging with local business owners and the community. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 strategies developed by internal and third-party investment teams.