Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.

Alan Alberts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' unique financial situations and long-term goals. Alan works closely with clients and their families to develop flexible approaches that adapt to changing market conditions, drawing on the investment insights of Merrill and banking solutions from Bank of America. His expertise encompasses family wealth management, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. Alan holds the Personal Investment Advisor (PIA) designation and earned both his bachelor's and master's degrees from the Texas A&M University System. He is also affiliated with the TXCPA-Houston professional organization. Alan is committed to community involvement, reflecting Merrill's tradition of service, and dedicates time to volunteering with local organizations. Outside of work, he enjoys golfing, traveling, and spending time with his family.

Duran Dismore serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career with Merrill in 2004 after earning a Bachelor of Science degree in Finance from Elmhurst College. Duran holds the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, and possesses multiple FINRA registrations, including Series 7, Series 66, Series 31, Series 9, and Series 10. In his role as a Senior Portfolio Advisor, Duran provides traditional financial advice and guidance while leveraging his expertise to develop and manage customized investment strategies. He also offers clients access to Merrill model portfolios and third-party investment strategies and may manage these strategies on a discretionary basis through the firm’s Investment Advisory Program. His client focus areas include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, and retirement income. Duran has been recognized on Forbes’s "Best-in-State Next-Generation Wealth Advisors" list in both 2019 and 2022. Duran lives in Montgomery, Texas, with his wife, Tara, and their two children. Outside of his professional work, he enjoys golfing, spending time with his family, and traveling.

Christopher Thompson is Vice President and Branch Leader at the The Woodlands Investor Center with Fidelity Investments. In this role, he coaches, leads, and develops a team of financial professionals. He supervises branch activities, engages clients, and collaborates with advisors to help clients pursue their financial goals through Fidelity's financial planning capabilities and process. Christopher has held several positions at Fidelity Investments since 2018, including Branch Leader from 2023 to 2025, Managing Director from 2022 to 2023, Team Leader in Client Services from 2020 to 2022, Workplace Planning Consultant from 2019 to 2020, and Client Relationship Advocate from 2018 to 2019. Outside of his professional responsibilities, Christopher enjoys beach activities, family time, fishing, football, and photography.