Alexis Medellin is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill Lynch since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Valerie In is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Cristobal Moreno is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies tailored to each client's unique goals and circumstances. Moreno's expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, sports and entertainment, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from Baylor University. Outside of his professional role, Moreno enjoys various sports such as baseball, basketball, chess, football, pickleball, running, soccer, tennis, as well as spending time with his family and watching movies.

Eric Jackson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2015. Outside of his advisory role, he is involved in music production and audio mixing through his ownership of two music-related businesses and has worked as a mystery shopper. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Owen Drymond is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Voya Financial and Ameriprise, spanning over a decade before joining Equitable Advisors in 2020. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party model portfolios and advisory programs.

Ben Rickhuss is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with ultra-high-net-worth individuals and their families to guide conversations around growing, preserving, and transferring wealth. He focuses on delivering a personalized, high-touch service experience aligned with each client's goals and preferences. Ben has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Senior Relationship Manager. His experience centers on wealth management and client relationship development. Outside of his professional responsibilities, Ben enjoys concerts, fishing, music, outdoor adventures, soccer, and traveling.

William Hawker is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include tenures at Merrill from 1998 to 2008 and Wells Fargo Clearing from 2016 to 2026. He also owns and operates Hawker Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with banking, lending, and trustee services through a network of financial advisors.

Abryn Neal is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and TIAA prior to joining Morgan Stanley in 2019. Neal holds Series 63 and Series 65 credentials and is based in Houston, TX. 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 market modeling techniques.

Daniel Cantu is a financial advisor at Morgan Stanley in Houston, TX, holding the Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling over 15 years in the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.

David Hills is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bessemer Trust and Chase Investment Services Corporation. J.P. Morgan Securities LLC 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 recommendations.

Barry Smith III is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2020. Prior to his advisory career, he worked at the University of Houston from 2015 to 2018. Merrill, alongside 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rebecca Bollich is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. She began her career in the industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A. She attended Tulane University and was involved with the Tulane University Department of Campus Recreation during her studies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Wilder is a financial advisor at Edward Jones in Houston, TX, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as an Assistant Operations Officer in the United States Army Reserves, assisting with planning operations for a unit of approximately 55 personnel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Diamond is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has worked at MassMutual Life Insurance Company and MML Investors Services since 2011, and previously at Osaic FA, Inc., Fisher Investments, and Fidelity. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop client recommendations focused on investment categories and strategies.

Matthew Nelson is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with local individuals and their families to develop and implement comprehensive financial plans tailored to their unique circumstances and goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Matthew's professional experience includes positions at Wells Fargo as a Premier Banker from 2018 to 2021, and at JP Morgan Chase where he held the roles of Branch Manager, V.P. from 2015 to 2016 and Relationship Banker from 2011 to 2015. He holds an Arkansas Insurance License.

Najera Rogers is a financial advisor at Morgan Stanley in Houston, TX, with nine years of industry experience. She holds the Series 66 designation and previously worked at Jackson National Life Insurance Company and Fisk University. Outside of her advisory role, she owns a branding company called Boss Brands Consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured financial planning tools and diverse investment programs.

Pete Nguyen is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America in 2019. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies supported by internal and third-party management teams.

George Devassal is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. He is based in Houston, TX. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Dago Nunez Nieto is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop and implement comprehensive financial plans addressing both short-term needs and long-term financial goals. In his current role, he utilizes Fidelity's platforms to offer tailored financial solutions in collaboration with his team. Dago has extensive experience within Fidelity Investments, having held multiple positions since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects his broad understanding of financial services and client relationship management. Outside of his professional work, Dago has interests in fitness, movies, music, soccer, and traveling.

Lester Saathoff is a Series 63–licensed financial advisor with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2002 to 2008. He is based in Houston, TX. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.