Bryson Stacy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Flexitallic, Critical 2 Way, and Best Buy. 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.

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Jana Ballinger is a financial advisor with Edward Jones in Baytown, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at the Baytown Chamber of Commerce and various credit unions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Hannah Briggs is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and Equitable Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines modeling, research, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Sylvia Guerra is a financial advisor with Edward Jones in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America and Wells Fargo Clearing. She also briefly operated SOS Natural LLC in 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary strategies along with affiliated investment products.

Patrick Foy is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to this, he was associated with Raymond James Financial for 10 years and has operated the Patrick Foy Financial Group since 2008. In addition to his advisory work, he holds a public notary commission. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment solutions tailored to client needs.

Justin Connell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bailey Byford is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, Bailey worked at Edward Jones for eight years and has held roles at Reid, Strickland & Gillette, LLP, Charles Schwab & Co., Inc., and Texas A&M University. Bailey is also an agent with Good Life Insurance Agency, focusing on non-variable 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 broad range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuity sales.

Aric Boullion is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Superbag Corporation and Bob Edwards Realty. 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 and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Todd Swonke is a financial advisor with Ameriprise in Anahuac, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Texas Farm Bureau Insurance for 17 years before joining Ameriprise in 2017. Outside of advising, he owns an insurance agency and is a musician who sings and plays piano and guitar. Ameriprise is an institutional firm offering a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Macie Campbell is a financial advisor at Edward Jones in Mont Belvieu, TX, holding a Series 66 designation. She has one year of industry experience and began her current role at Edward Jones in 2025 after a ten-year period outside the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Lori Comanich is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior experience includes roles at Invesco Advisers, Inc. and Avantax investment and insurance services. In addition to her advisory work, she is a licensed real estate agent and leads a realty team under Keller Williams. 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, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Coryn Briggs is a financial advisor at Edward Jones with 14 years of industry experience. Prior to joining Edward Jones, Briggs was self-employed and worked at Fidelity Investments for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Marcontell is a CFP® and ChFC® with 26 years of industry experience. She is currently with Ameriprise, where she has worked since 2022, following a 23-year tenure at Edward Jones. Marcontell serves on the board of the Lee College Foundation and is a trustee of Faith Family Church. She is also the sole owner and president of Marcontell Wealth, LLC, which holds the Ameriprise franchise of Marcontell Wealth Management. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates as a large institutional entity delivering a broad range of advisory, brokerage, and insurance solutions.

Melissa Hughes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Prior to that, she spent 13 years at Allstate Sapp Insurance. 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.

Ryan Heard is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones Investments for six years before joining Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

Justin Christmas is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at Edward Jones for six years and has held roles at Briggs Equipment and Lansdowne Moody Company. Outside of his advisory work, he is a business owner of RestoFit LLC. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of advisory and brokerage services supported by an in-house research team and offers various portfolio management options tailored to client needs.

Victoria Morales is a financial advisor with Ameriprise in Mont Belvieu, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in various roles outside finance, including positions at Texas State University and the YMCA of Greater Houston. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with Ameriprise-managed accounts.

Eric Holland is a financial advisor with Edward Jones in Baytown, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Vadim Clanet is a financial advisor with Ameriprise in Mont Belvieu, TX, holding a Series 66 designation. He is part of a large advisory firm that includes over 12,000 advisors. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Kaitlyn Plumb is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2019 and previously worked at State Farm and Exchange Bank. 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, operating under a fiduciary standard.

Travis Gaynor is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lawson Cavarretta is a financial advisor at Ameriprise in Mont Belvieu, Texas, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Barbers Hill Independent School District and Texas A&M University. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kirsten Price is a CFP® and Series 63 licensed advisor with Ameriprise in Mont Belvieu, TX. She has been in the financial industry since 2016, previously working with Womack & Associates, LLC and Frontier Wealth Management LLC, with intermittent periods as a homemaker. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Abby Walker is a financial advisor at Ameriprise with a Series 66 designation and experience in the financial services industry since 2018. Her prior roles include positions at Edward Jones, Classic Forms and Products, and the Lamar University Small Business Development Center. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing annual written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Todd Patton is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and delivers recommendations tailored to clients’ needs, with a focus on assets held in Ameriprise Managed Accounts.