Jesse Cortez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management strategies. He supports clients in achieving their financial goals through personalized guidance and long-term relationship building. Jesse's expertise includes a range of financial planning areas such as retirement planning, portfolio management, college education planning, legacy planning, and tax minimization, among others. With a bachelor's degree in accounting from the University of Houston, Jesse holds the Personal Investment Advisor (PIA) designation. He utilizes Merrill's resources alongside his own knowledge to help clients make informed financial decisions and protect their wealth. Outside of his professional work, Jesse enjoys a variety of personal interests including baseball, basketball, cooking, football, gardening, golfing, music, pickleball, spending time with his family, and traveling.

Allison Hanley is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Bank of America, Merrill, UBS Financial Services, and Chase Investment Services Corp. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Christina Wolsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Margaret Triesch is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 14 years of industry experience. She has worked at Merrill since 2011 and has held positions at Bank of America, Northwestern Mutual, and The College of Financial Planning. Outside of her advisory work, she is a 60% owner of Elliearrangements LLC, a floral arrangement business providing flowers for small events. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Ross Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and banking-related programs to support client strategies.

Aldo Rodriguez is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at LPL Financial, Edward Jones, MML Investors Services, MassMutual Life Insurance Company, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversified investment evaluation methods.

Evelia Martinez is a Series 66-credentialed advisor at Merrill with three years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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 institutional entities.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including UBS Financial Services and Cambridge Investment Research Advisors. Mendoza is based in Pasadena, TX. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by related investment-management affiliates.

Angela Langolf Seeley is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. She has been with Merrill since 1990 and also has worked at Bank of America, N.A. since 2021. Outside of her advisory role, she assists with dive instruction for Sport Diver’s of Houston and owns a stained glass retail business called Whimsical Glass. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management and trading services.

Thomas Rosellini is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client plans.

Carlos Lopez Doddoli is a financial advisor at J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Intercam Banco from 2015 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Jessica Pan is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 27 years of industry experience. Her prior work includes roles at Bank of America, Merrill, First Allied Advisory Services, and Charles Schwab. Outside of her advisory work, she personally owns and manages single-family rental properties in Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making and integration of ESG considerations.

Christopher Dewhurst is a Private Wealth Advisor and Co-Founder of the Bera Dewhurst & Associates team within Merrill Private Wealth Management. He provides advisory services to multi-generational ultra-high-net-worth families and business owners, focusing on the preservation, growth, and transfer of wealth. Chris works closely with clients to define and implement comprehensive wealth strategies that encompass investment management, tax planning, estate structuring, and philanthropic planning. With over 20 years of experience, Chris specializes in assisting clients with significant liquidity events, concentrated holdings, and family governance challenges. He plays a key role in the team's strategic direction by leading new client engagement, overseeing the firm's wealth planning process, and ensuring high-quality reporting and transparency. Chris earned his MBA from the University of Texas McCombs School of Business and holds bachelor's degrees in Economics and Philosophy from Washington & Lee University. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Chris enjoys hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Michael De Lorenzo is a financial advisor at Merrill with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Merrill in 2020. He holds Series 63 and Series 65 licenses and serves as a general board member of the Houston Food Bank. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Sinan Sammour is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Cantella & Co., Inc. and Morgan Stanley Private Bank, N.A. He is also the owner of a passthrough entity, National Financial Capital LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Jason Stephens is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2008, with prior experience at Merrill. Outside of his advisory role, he is involved in an insurance business based in The Woodlands, TX. 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 solutions, utilizing both proprietary and third-party strategies across various asset classes.

Nathan Rorick is a Series 66-licensed financial advisor with Edward Jones, based in Pearland, TX, and has 19 years of industry experience. His prior work includes roles at Mutual of America and Axa Advisors, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting advisory services with a large nationwide network of financial advisors and branch offices.

Andrew Messarra is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and 65 credentials and bringing 24 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities from 2001 to 2025. Outside of his advisory work, he serves as treasurer and comptroller for the nonprofit A Treasure of Dreams Inc. and operates ALM Financial & Tax Services, providing accounting, tax, and payroll services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jeremy Newton is a Managing Director and Wealth Management Advisor with TSPN Wealth Management Group at Merrill in Houston. He began his career at Merrill Lynch Wealth Management in 2000 and later opened the downtown Houston office for Morgan Stanley in 2008 as Family Wealth Director. In 2016, he returned to Merrill with his professional group to create TSPN Wealth Management Group. As the managing member, Jeremy focuses on simplifying the complexities of relationships within the enterprise at Bank of America/Merrill. Jeremy and his team work primarily with affluent families, providing services that include preserving wealth through proactive management, mitigating risk by diversifying investments, assisting with the transfer of wealth across generations, and coordinating advice with clients' other professionals such as attorneys and CPAs. Their approach involves a mathematical, non-emotional, repeatable process aimed at understanding clients' current situations and desired outcomes, reducing unnecessary fees, and managing tax obligations. Jeremy holds a B.S. in Management from Texas A&M University and a Financial Planning degree from Rice University. He holds several industry designations including CPWA®, CFP®, CRPC™, and CRPS™. He is involved with professional organizations such as the American Quarter Horse Association, Delta Sigma Phi, and Needville Youth Fair, and contributes to community organizations including Assistance League and FEI. Jeremy spends his spare time with his wife and three children, and enjoys activities related to quarter horse racing and the cattle business.