Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

David Obenberger is a financial advisor with Geneos Wealth Management, Inc. in Deer Park, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Geneos Wealth Management since 2007 and at Rockwell Wealth Management since 2013. Outside of advisory work, he is an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs multiple analytic approaches and offers customizable portfolios, combining continuous account monitoring with discretionary trading authority.

Kyle Pledger is a CFP® professional with eight years of industry experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, Avantax Investment Services, and Davis & Associates CPA Firm, where he also provides support for financial planning and research. In addition to his advisory work, Pledger is involved with Integrated Tax and Wealth Strategies as a financial analyst and serves as an associate financial planner at BCOR Administrative Services, focusing on financial plan creation and client relationship management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by a structured investment process overseen by an Investment Advisory Committee.

Kenneth Holder is a financial advisor with Empower Advisory Group in Deer Park, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, VALIC Financial Advisors, Vivint Smart Homes, and Darden. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and is integrated with Empower’s recordkeeping and administrative platforms.

Richard Welch is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Generational Equity, SolarWinds, Insight, and Capital One Investing LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms tied to Empower’s recordkeeping and administrative services.

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.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Lance Lawrence is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2015. Outside of his advisory role, he serves as a school board trustee and secretary for Liberty Independent School District in Liberty, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

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.

Christopher D'Camp is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked at Walgreens for 19 years. 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.

Travis Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Community Resource Credit Union, CUSO Financial Services, Cuna Brokerage Services, and Cuna Mutual Group. 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 wide range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

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.

Lindsey Frazier is a financial advisor at Edward Jones with a Series 66 credential. She has prior experience working at Lucido Group, Novum Energy, Jera Americas, Trafigura Trading, Occidental Petroleum, and Sirius Solutions. 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 under management and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.