James Crawford is a financial advisor at JHM Asset Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fruth Investment Management from 2011 to 2018 before joining JHM Asset Management in 2018. JHM Asset Management provides discretionary investment management and consulting primarily for individual and high-net-worth clients, as well as retirement plan participant account administration. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides unique services in managing defined contribution plan participant and held-away retirement accounts through third-party platforms and order management systems.

Cameron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cross Financial Advisors. His prior experience includes roles at Fidelity Investments and Strategic Advisors Inc. Outside of his advisory work, he owns By The Tree Designs, LLC, a business focused on awards and commemoration. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutions. The firm offers tailored portfolios and a variety of advisory solutions through custodial and model platforms, operating within an ownership structure affiliated with an accounting-firm holding company.

Lucien Craig is a financial advisor with United Advisors America who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several firms, including LPL Financial and Level Four Advisory Services, and is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily employing mutual funds and ETFs.

Melissa Perez Leblanc is a financial advisor at Global Investment Advisory with Series 65 and Series 66 credentials and six years of industry experience. She worked at Girard Securities for ten years before joining Global Investment Advisory in 2025. Global Investment Advisory provides fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

Joshua Coughran is a financial advisor with Titan Retirement Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Titan Retirement Advisors since 2012 and is also involved in real estate brokerage through Coughran Commercial, Inc., which he has managed since 2004. Titan Retirement Advisors serves individuals, high-net-worth clients, corporate retirement-plan sponsors, and trusts, providing portfolio management and a range of retirement-plan services. The firm employs strategic and tactical asset-allocation techniques primarily through ETFs and mutual funds and emphasizes ERISA fiduciary services with a small advisory team managing a large discretionary asset base.

Johnathan Aelmore is a CFP® with 15 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, often incorporating third-party managers and offering educational workshops and pension consulting.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios.

Chanell Carter is a financial advisor with Principal Financial Services in Rosenberg, TX, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Principal Funds Distributor, Principal Securities, Principal Life Insurance, SunAmerica Capital Services, and VALIC Financial Advisors. Outside of her advisory work, she is a partner in an LLC involved in managing rental properties and related services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Dowdall is a financial advisor with Planmember Securities Corporation in Fulshear, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Elite Plus Financial & Retirement Services since 2018 and previously with College Funding Solutions, Texas Infinite Wealth Planners, and Metropolitan Life Insurance Company. Outside of his role at Planmember, he is a financial representative at Elite Plus Financial & Retirement Services, where he is involved in the sales of securities and insurance products. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Toribio Lopez Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. In addition to his advisory role, he has been affiliated with Texas A&M University-Commerce since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Matthew Steger is a financial advisor at Edward Jones in Fulshear, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Blake Greer is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own advisory business, Greer Wealth Management, since 2013. Prior to joining Cetera, he was with Concourse Financial Group Securities Inc for 12 years. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary services through a network of over 6,800 advisors and multiple program options.

Mary Faucett is a financial advisor at Edward Jones in Fulshear, TX, holding a Series 66 designation. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emory Guest is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2010. He is also the president and owner of Action Advisors, Inc., overseeing internal operations including bookkeeping, marketing, sales, and service. In addition to his advisory role, he manages fixed insurance businesses through multiple agencies, including Cinco Ranch Financial and Guest Agency. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Brad Pickett is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at NEXT Financial Group Inc. for nine years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house Research team and a large network of investment adviser representatives.

Mushtaq Ahmed is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC. Outside of his advisory role, he is involved with Synergy Life Brokerage Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Ojekunbi is a financial advisor with Primerica Advisors in Richmond, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Primerica Advisors, Optic, Inc., and Primerica Financial Services. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Hayley Prazak is a CFP®-credentialed financial advisor at Edward Jones with two years of industry experience. Prior to her advisory role, she worked at Walt Disney World through the Disney College Program and at Maven Made Hair Co. as a receptionist. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs supported by a large nationwide network of advisors and branch offices.

Cinthia Hoegemeyer is a financial advisor at Edward Jones with 14 years of industry experience and holds the CFP® and Series 66 designations. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved with Heckmann Farms in Wallis, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith A. Weidemann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved in several business activities related to land ownership, cattle raising, and real estate development through various family-owned entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Felise Anderson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and thorough due diligence on alternative investments.

Megan Larsen is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in education for eight years at Katy ISD and Galena Park ISD. Outside of finance, she owns and operates Megan Larsen Photography in Sealy, TX, where she manages all aspects of her photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Jeffrey Mcclellan is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avantax Investment Services, Inc. for six years. Outside of financial advising, he owns an accounting and tax preparation firm and serves as a board member of the Rosenberg Railroad Museum as well as treasurer for the nonprofit Attack Poverty. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and institutional capabilities.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. Messier holds a Series 63 designation. In addition to his advisory role, he is also licensed as an insurance agent, selling fixed life, health, accident, and long-term care insurance, as well as fixed and indexed annuities. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and investment options, utilizing technology-driven portfolio management tools and maintaining access to multiple custodial platforms.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Tawny Badger is a financial advisor with Ameriprise, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at Hines for ten years. Outside of her advisory role, she manages a tax preparation practice through Marcontell Tax Consulting, LLC. Ameriprise provides a retirement-income planning service aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Paul Bast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is engaged in the sale of vintage clothing through his self-employed business, Nomad Dad Vintage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with oversight provided by an independent due-diligence consultant and trading delegated to BNY Mellon Advisors.

Glenn Schmidt is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Ameriprise and was previously with Edward Jones for 18 years. Schmidt is based in Needville, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1,000,000 in net investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic automation and a centralized consulting team.

Winona Ward is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2002 and holds Series 63 and Series 66 designations. Outside of her advisory role, she assists with recordkeeping and check signature duties for her husband’s HVAC business. 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, providing a broad range of capital markets and advisory solutions.

Camber Jones is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2024, Jones worked at Edward Jones from 2014 to 2024. Outside of Ameriprise, Jones is involved with Needville Financial Advisors, where they work directly with clients to manage accounts. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports.

Ruston Lohmeyer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan and Bank of America in various roles since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.