Steven Carter is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Mass Mutual, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. His background includes involvement with the BIPOC Arts Network and Fund and Project Row Houses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved tools and emphasizes event-driven planning programs such as divorce and estate settlement.

Jeanne Mc Cormick is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Brenton Holton is a Series 66-licensed financial advisor with Merrill in Houston, TX, with nine years of industry experience. He has been with Bank of America and Merrill since 2007. Outside of his advisory role, he owns a vending machine business, Kings Vending Solutions. 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 diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Chao is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations in its recommendations.

Katherine Mills is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes positions at Goldman Sachs & Co. LLC, JPMorgan Securities LLC, and Bank of America N.A. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrea Flores is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at AIG Capital Services, American General Life Insurance, J.P. Morgan Securities, and J.P. Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Andrew Perla is a financial advisor at Edward Jones in Crosby, TX, holding Series 65 and Series 66 licenses with one year of industry experience. Before joining Edward Jones in 2025, he worked at Liberty Mutual for four years and held various roles at companies including NTT Data, Uber, and Whataburger. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Brenda Dibartolo is a CFP® professional at Wells Fargo Clearing with 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2014. Outside of her advisory role, she is a check signer on a spouse-owned dental business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm utilizes research and analytics from the Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Vanessa Bryce is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized guidance focused on comprehensive wealth management. She assists individuals, families, business owners, and professionals in navigating complex financial decisions and creating tailored strategies that address investment management, tax planning, estate planning, retirement planning, and wealth transfer strategies. Vanessa's expertise includes college education planning, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, and tax minimization. She holds a Bachelor's Degree in Finance from Baylor University and has completed advanced financial planning training through Rice University. Additionally, she carries the Personal Investment Advisor (PIA) designation. Outside of her professional role, Vanessa enjoys interior decorating, painting, reading, skiing, and spending time with her family.

Michael Stone is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with J.P. Morgan Chase Bank NA since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Odesseas Daramouskas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses. He has one year of industry experience and has previously worked at several firms including Empower Advisory Group, Frost Bank, and JPMorgan Chase. 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.

Patrick Nuter is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, nA, Journeyman Distillery, Wyndham Destinations, Eminence Management, and Michigan State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to support diversified portfolio construction and offering a range of financial products through affiliated entities.

Bryan Leonard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1997, beginning his career there after earning a Bachelor of Business Administration in Finance from the University of Texas at Austin. His expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. Bryan holds several professional designations, including Certified Financial Planner (CFP) since 2002, Certified Investment Management Analyst (CIMA) since 2007, Chartered Market Technician (CMT) since 2016, and Chartered Alternative Investment Analyst (CAIA) since 2019. Additionally, he is a Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Bryan is active in his community through his fraternity, Alpha Tau Omega, and supports Habitat for Humanity. He is a Life Member of The University of Texas Alumni Association and has served on the board of the Houston Chapter of the Texas Exes. Bryan resides in Houston with his wife, Katie, and their two children. His personal interests include football, golfing, tennis, and spending time with his family.

William Hicks Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo in 2023. 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 uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions across a large platform of advisors.

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.

Miller Silva is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, with prior experience at Bank of America, N.A. beginning in 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

Christine Tang is a financial advisor with LPL Financial based in Houston, TX. She holds the CFP® designation and has 22 years of industry experience. Her prior work includes roles at Cantella & Co., Inc., IFS Advisory, IFS Securities, and First Allied Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.