Michael Degan is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Appreciation Financial, Bluebell Construction, and Team Velocity Marketing. Outside of his advisory role, he is involved in insurance and annuity sales as a field sales associate. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for about 4,000 clients.

Jeffrey Fattig is a financial advisor at CWM, LLC with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at Cetera Advisor Networks LLC and LPL Financial. In addition to advisory services, he is involved in the sale of fixed insurance products, including life, disability, annuities, and long-term care insurance. CWM serves a broad range of clients including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Richard Robie is a financial advisor with CWM, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and LPL Financial LLC. Outside of his advisory work, he serves as president of the Rotary E-Club of Houston and vice president of membership for the Brazosport Toastmasters Club. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Devin Knapp is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Weaver & Tidwell, LLP from 2016 to 2017. Outside of his advisory role, Knapp coaches group fitness classes at a CrossFit gym. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Anthony Lopez is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Titan Retirement Advisors LLC, Calton & Associates, Inc., and LPL Financial. In addition to his advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse clientele, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals. The firm utilizes multiple account platforms and allows advisors to implement both model-based and customized investment strategies.

Kyle Mc Lachlan is a financial advisor with Ameriprise in Manvel, Texas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he worked at Surveying and Mapping, LLC and Texas A&M University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

Sonja Nelson is a Series 66 licensed financial advisor with Edward Jones in Lake Jackson, TX, where she has worked since 2016. She has seven years of experience in the industry and previously was self-employed in a homeschool instructional cooperative for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Richard Rimato is a financial advisor with OSAIC who holds the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. His prior work includes positions at Sagepoint Financial, Inc., Princor Financial Services Corporation, and Bankers Life Company, as well as operating Rimato Insurance and RIMATO & Associates. In addition to his advisory work, he sells outside group insurance through various carriers and prepares tax returns for family and friends. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment tools and programs, supporting thousands of advisors and managing significant assets across multiple platforms.

Jeffrey Shoemaker is a financial advisor with Edward Jones in Lake Jackson, TX, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hugh Stangeland is a financial advisor at Edward Jones in Lake Jackson, TX, holding a Series 66 credential with 12 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Neuberger Berman and Lord Abbett Distributor LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm 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.

Dewayne Gerber is a financial advisor with LPL Financial in Lake Jackson, TX, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked at PFS Investments Inc and Primerica Financial Services from 2007 to 2018. Outside of his advisory role, he acts in a fiduciary capacity for a family living trust. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by in-house research and flexible delivery options tailored to client needs.

Kenneth Tucker is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nawah Nuclear Generation Company, South Texas Project, and NextEra Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, fiduciary advisory services, and maintains a large nationwide network of financial advisors and branch offices.

Amanda Mize is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Elaine Polemenakos is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2012. She focuses on developing comprehensive financial strategies and providing advice tailored to individuals, families, business owners, and professionals. Elaine's practice emphasizes services for endowments, foundations, non-profits, personal retirement planning, portfolio management, women and wealth, and retirement income. With over a decade of experience in financial services and a prior career as an attorney, Elaine offers a depth of knowledge in financial planning and wealth management. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elaine earned her Juris Doctorate Degree from the University of Texas School of Law and her Bachelor's Degree in Psychology from Texas A&M University. Elaine is involved in her local community through various organizations such as the Brazosport Cares Food Pantry, Brazosport Center Stages, Brazosport Fine Arts Council, and the SPCA of Brazoria County. Outside of her professional and community activities, she enjoys reading, spending time with her family, traveling, and watching movies.

Josh Beall is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Pipelogic Services for two years. 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 across the country.

Derrick Mcelwee Sr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at LPL Financial since 2018, following five years at Chase Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Dean Elliott is a financial advisor at LPL Financial with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Global Wealth Advisors and Commonwealth Financial Network. Outside of his advisory role, he is involved in Elliott Wealth Management LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

Bethany Davis is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2011, with a two-year period at Ameriprise, and previously spent over two decades at Texas Dow Employees Credit Union. Outside of her advisory role, she owns a photography business based in Brazoria, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

James Broaddus is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Next Financial Group Inc for 18 years before joining LPL Financial in 2025. Outside of his advisory work, he volunteers at the Pregnancy Help Center in Lake Jackson, TX. 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 wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Warren Heckendorn II is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2012. He holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products through a network of advisors.

Brittany Odom is a Series 66-licensed financial advisor with Edward Jones, based in Lake Jackson, TX, with two years of industry experience. She has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Grant Townsend is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies tailored to pursue short-, mid-, and long-term objectives. His services cover a range of areas including general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Grant holds a Bachelor's Degree from Sam Houston State University and has earned the Personal Investment Advisor (PIA) designation. He emphasizes building strong client relationships to continuously offer advice and guidance as clients' needs evolve. His approach focuses on uncovering what matters most to clients and their families to create effective financial strategies.

Francis Ross is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hartford Funds Management Company, Neuberger Berman, and Oppenheimerfunds. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Kane Johnson is a Series 66 licensed financial advisor with Edward Jones, based in Lake Jackson, TX, and has two years of industry experience. His prior roles include positions at The Trade Group and HumCap, and he has been involved with the Lake Jackson Swim Team since 2017. Johnson is a co-owner of Lone Star Dog Run, a pet service company in Grapevine, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Travis is a financial advisor with Ameriprise in West Columbia, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over a decade with Ameriprise and its affiliated entities. Outside of his advisory role, he is involved in cattle raising through a business venture and holds independent insurance brokering licenses with multiple major providers. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendation reports developed through algorithmic and research-driven methods. The firm combines advisory, brokerage, and insurance solutions primarily for clients meeting specific eligibility criteria for retirement income planning.

Austin Travis is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at United Ag and Texas A&M University. Outside of advisory services, he co-owns a commercial cow-calf operation and serves on the Board of Directors for Brazosport Christian School. Ameriprise provides a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Follett is a Wealth Management Advisor with Merrill Lynch Wealth Management in Lake Jackson. He provides guidance to individuals and families in pursuing their financial goals, specializing in areas such as college education planning, corporate benefits, employee benefits planning, personal retirement planning, and retirement income. Ryan focuses on establishing long-range financial strategies personalized according to clients' risk tolerance, cash-flow needs, and time horizon. Before joining Merrill Lynch in 2019, Ryan spent over three years working with corporate benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Prior to his career in financial services, he taught mathematics and coached multiple sports at the high school level for five years. Ryan holds a Bachelor of Science degree in Mathematics from the University of Texas at Austin and carries the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Asset Management Specialist™ (AAMS™), and Personal Investment Advisor (PIA). A native of Sweeny in Brazoria County, Ryan is active in his community and participates in local service organizations such as Sweeny United, a summer program assisting elderly and high-needs families with rebuilding and revitalization projects. He resides in Sweeny with his wife, Jessica, and their two sons.

Irma Callaway is a financial advisor with Edward Jones in Lake Jackson, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Sotiros Polemenakos serves as Senior Resident Director and is the founder of The Polemenakos Group at Merrill Lynch Wealth Management. He specializes in providing wealth management services tailored to professionals, business owners, retirees, and their families. His practice focuses on areas including tax-efficient wealth management strategies, retirement income planning, estate, legacy and trust services through Bank of America Private Bank, executive compensation strategies, and credit and lending services via Bank of America, N.A. Before entering the financial services industry in 2000, Mr. Polemenakos had a long career as a research chemist. He holds a Bachelor's degree in Chemistry from Eastern Nazarene College and a Master's degree in Physical Chemistry from Duke University. He has earned the CERTIFIED FINANCIAL PLANNER® professional designation, along with CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years. Mr. Polemenakos’s background includes fluency in English and Greek. His client focus includes family wealth management, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income.

James Beall is a Series 66-licensed financial advisor with Edward Jones in Lake Jackson, TX, where he has worked since 2012. He has 13 years of industry experience. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Lovell is a CFP® professional with 11 years of experience at Edward Jones, where he has worked since 2015. He also serves as a Chief Petty Officer in the U.S. Navy Reserve, a position he has held since 2011. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Lisa Pauls is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. She specializes in providing tailored financial strategies for individuals, families, and institutions, assisting clients with diverse wealth management needs including retirement planning, family wealth management, philanthropic planning, and portfolio management services. Lisa works closely with professionals across various industries, business owners, multi-generational families, and non-profit organizations, guiding them through significant life transitions such as retirement, divorce, and loss. Lisa began her career at Merrill Lynch Wealth Management in 2008 after eighteen years of executive experience in non-profit organizations. She holds a Bachelor's degree from Indiana State University and is a CERTIFIED FINANCIAL PLANNER (CFP) certificant. Additionally, she holds the Chartered Retirement Planning Counselor (CRPC) designation, along with certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond her professional work, Lisa is involved in her community through participation in Bible Study Fellowship, the Brazosport Rotary Club, and the Lake Jackson Development Corporation. She and her husband live in Lake Jackson, Texas, and enjoy spending time with their family. Her personal interests include genealogy, hiking, music, reading, running, singing, swimming, traveling, and watching movies.

Scott Ross is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Bridgestone/Firestone Americas for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside additional affiliated financial services.