Johnny Salinas is the principal of Salinas Asset Management, LLC and holds a Series 65 credential with two years of industry experience. Prior to founding his firm, he worked at Equitable Advisors, LLC and served with the Texas State Securities Board. In addition to his advisory role, he owns and tutors for Financial Adviser Exam Tutors, LLC during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small pool of accounts. The firm employs a blend of technical, fundamental, quantitative, and qualitative analysis alongside asset-allocation theory and a barbell strategy, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

Alfredo Felicella is a CFA® charterholder and registered investment advisor with Cypress Lane Advisors in Galveston, TX, bringing two years of industry experience. Prior to founding his firm, he held roles at Imaging Brands, Inc. and other private ventures. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business owners under a fiduciary standard. The firm’s investment approach emphasizes asset allocation with a top-down macroeconomic perspective, utilizing ETFs, no-load mutual funds, and selective individual securities, while integrating traditional investment management with small-business consulting.

Jason Hardcastle is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has worked at Edward Jones since 2017 and previously held positions at the University of Texas Medical Branch. Outside of his advisory role, Hardcastle serves on several boards in Galveston, including Galveston Urban Ministries as Board President and the Galveston Park Board of Trustees, and he holds passive ownership in a local neighborhood wine and general store, Empouria, LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of sub-advisors and third-party platforms to implement distinct investment strategies.

Elizabeth Kassen is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Bank of America, Merrill, and LPL Financial. Outside of her advisory role, she tutors individuals preparing for FINRA exams and manages a horse boarding business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

James Matthews is a Series 66 licensed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. His prior roles include positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, Matthews is a part owner of an automotive business, Matthews, Inc., where he provides business development assistance. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning and access to alternative investments through the CAIS platform. The firm’s approach blends fundamental and technical analysis with a strong emphasis on non-discretionary assets and integrates lending and cash-management solutions.

Gabriel Gulotta is a financial advisor with PNC Wealth Management in Galveston, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. He also worked with the International Longshoremen's Association for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Marcia Brassieur is a financial advisor with Merrill based in Galveston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 1986 and also has experience with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a director on the board of a family-held consulting business, J-Tech, LLC. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple investment program strategies and maintains integration with Bank of America affiliates to support trading, lending, and capital markets activities.

Paula Kingsbury is a financial advisor at Cetera with 38 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory work, she manages Kingsbury Business Services, LLC, where she oversees tax preparation and office management. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to multiple investment programs and third-party managers.

Andrew Harrity is a financial advisor with Edward Jones in Texas City, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he spent time in educational roles at Texas Tech University and the University of Houston Clear Lake. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jase Evans is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving clients at Edward Jones since 2016. He holds a Series 66 license and is based in Santa Fe, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Samuel Malchar is a financial advisor at Edward Jones in Galveston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Eric Davenport is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, and American National Insurance Company. He is also affiliated with AMOCO Federal Credit Union. 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 investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Bryan Mitchell is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Wells Fargo in various roles. Outside of his advisory work, he serves as the president of a homeowners association in Alvin, Texas. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and a comprehensive platform for trading and capital markets.

John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.

Nestor De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, portfolio management services, women and wealth, tax minimization, and retirement income. Nestor brings more than 40 years of experience in the financial services industry to his role, emphasizing a comprehensive approach that begins with listening to clients to understand their individual financial goals. He holds a Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nestor completed his high school education at Patrick Henry and is fluent in both Spanish and English. Outside of his professional work, he enjoys activities such as bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

Timothy Wampler serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized strategies that align with their unique financial goals and priorities. He focuses on helping clients with a range of needs, including general investing, retirement planning, and preparing for unexpected financial events. Timothy holds a Master's Degree from Harvard University and a Bachelor's Degree from the Texas A&M University System. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His approach emphasizes understanding each client's individual perspectives and priorities to create a transparent and straightforward wealth planning process.

Matthew Thompson is a financial advisor at Edward Jones in Galveston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles at Nalco Water, International Cooling Tower, and Nalco Champion. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Michael Warren is a financial advisor with Edward Jones in Texas City, TX. He holds the Series 66 designation and has over 10 years of industry experience, including a decade at Schorre & Associates, LLC prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a national network of more than 23,000 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds.

Kyle Albright Sr. is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Gary Davis is a financial advisor with Merrill in Galveston, TX, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Merrill since 1982 and has concurrently worked at Bank of America, N.A. since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient strategies within its investment programs and is integrated with Bank of America's broader capital-markets platform.

Corey Yarborough is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is also affiliated with University Federal Credit Union and CUSO Financial Services, LP. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Steven Callaway is a financial advisor with Edward Jones in Texas City, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Anthony Benzaia is a financial advisor with Edward Jones in Santa Fe, Texas. He holds a Series 66 designation and has prior work experience at ExxonMobil and the U.S. Air Force. Benzaia joined Edward Jones in 2025. 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 and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Matthew Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual financial goals, including college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Matthew holds a Master in Accounting (MAcc) from The Ohio State University Fisher College of Business and a Bachelor in Business Administration with an emphasis in Accounting from the California State University System. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is fluent in English and Dutch. In his personal time, Matthew enjoys activities such as billiards, boating, bowling, golfing, hiking, horseback riding, hunting, music, softball, and spending time with his family. His professional philosophy centers on helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

Carmen Warren is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Davison Water Well Services and attended Texas A&M University. 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.

Kelley Delesandri is a CFP®-designated financial advisor with three years of industry experience. She currently works at Edward Jones and previously held roles at Bank of America/Merrill Lynch and American Express. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a national network of over 23,000 advisors and 15,000 branch offices.

Travis Magliolo is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served eight years in the United States Marine Corps. Magliolo is also the elected Mayor of the City of Dickinson, Texas, where he leads the city council. 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 under management and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Rodney Nelson is a financial advisor with LPL Financial in Galveston, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has worked at University Federal Credit Union since 2015 and previously spent 10 years with CUSO Financial Services, LP. 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 broad range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

John Eyster is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Comerica Securities, Lincoln Financial Distributors, and CUNA Mutual Group. He serves as a temporary director on a nonprofit board outside of his advisory work. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuity sales.

Lee Skipper is a financial advisor with Wells Fargo Advisors in Texas City, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he spent 15 years with Raymond James Financial Services and its affiliate. Outside of his advisory work, Skipper is a trustee at the First Baptist Church of Texas City and operates a sportfishing guide service through Pescador, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of specialized planning, utilizing Wells Fargo research and tools to develop tailored recommendations delivered directly to clients.

Brian Dluzniewski is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. In addition to his advisory role, he operates a health insurance business offering individual health insurance through Golden Rule Insurance. 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 investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

John Mc Auliff is a financial advisor with Edward Jones in Galveston, TX, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Vitality Dental Arts, State Farm, and Enterprise Rent-A-Car. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Tamara Batten is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, CUSO Financial Services, and University Federal Credit Union. Outside of her advisory role, she is involved with the Clear Lake High School Cheerleaders Booster Club. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jacob Giesen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Edward Jones. Outside of his advisory role, he serves as a board member and treasurer for the Bay Colony Homeowners Association, a local nonprofit organization. J.P. Morgan Securities 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, delivering recommendations on a non-discretionary basis.

Lauren Millo is a financial advisor with Edward Jones in Galveston, TX, holding a Series 66 designation and over one year of industry experience. Her prior experience includes roles at Moody National Bank and involvement with Galveston Island Meals On Wheels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Hill is a financial advisor with Raymond James Financial Services Advisors, Inc. in Galveston, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She is the owner and president of Aventura Family Office and Aventura Partners, LLC, independent support companies she has led since 2010 and 2017 respectively. Additionally, she serves as trustee for her deceased husband's bypass trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on advisory and implementation-support services rather than discretionary management.

David Rogers is a Series 66 licensed advisor with Edward Jones in Galveston, TX, where he has worked since 2007, totaling 20 years of industry experience. He has spent his entire career at Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Klibert is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 1994 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church in League City, Texas, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Henry Harrity is a financial advisor at Edward Jones in Texas City, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Mary Boul is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2005. Outside of her advisory role, she is involved in real estate rental activities. 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 accommodates both advisory and brokerage services through a large network of investment adviser representatives.

Mitchell Morgan is a Series 66 licensed financial advisor with Wells Fargo Advisors in Texas City, TX, bringing two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Raymond James Financial and Raymond James Financial Services, Inc. He has also held roles outside the financial industry, including positions at the University of Houston and Gators Family Restaurant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Patrick Mc Donald is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2011 and Merrill Lynch since 2010. He serves as President of the Board of Directors for CASA of Galveston County, a charitable organization. Merrill serves a broad range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, brokerage execution, and custody services, supported by a comprehensive platform and integration with Bank of America affiliates.

Sean Flanagan is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' full financial pictures and changing market conditions. Sean provides access to investment insights from Merrill and banking and lending solutions from Bank of America to help clients pursue their financial goals. His client focus areas include College Education Planning, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Philanthropic Planning, Small Business Strategies, Special Needs Planning Strategies, Sports & Entertainment, Tax Minimization, and Retirement Income. Sean holds the designations of Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sean earned a High School Diploma from Clear Falls Highschool and attended the Texas Tech University System, although no degree was conferred. He follows the Merrill tradition of community involvement and volunteers with organizations in his community. His personal interests include camping, cooking, fishing, football, golfing, hunting, running, skiing, spending time with his family, and surfing.

Samuel Collins III is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, Collins serves as an associate minister at Greater St. Matthews Baptist Church and is active in community engagement through Wild Lion Productions, which organizes historical and cultural events including Juneteenth celebrations. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing asset allocation software and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Joshua Nuss is a financial advisor with Edward Jones in Dickinson, TX, holding a Series 66 designation. He has one year of industry experience, having spent over two decades at Albertsons Companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.