Charles Kooken is a financial advisor with OFG Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with OFG Financial Services since 2009. Outside of advisory work, he spends a small portion of his time selling term and universal life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios that typically include no-load mutual funds and a mix of listed securities, managing accounts on a non-discretionary basis.

Christopher Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Mutual/United of Omaha since 2004. Outside of advisory work, he is involved in insurance services and manages a seasonal hay and cattle farm. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and offer ongoing financial planning and retirement consulting.

Bailey Wakefield is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. He previously worked at First National Bank of Huntsville and Brock Construction. Bailey holds a Series 65 designation. Howard Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and supports clients with a range of tools and private wealth services.

Wilson Winn is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 13 years of industry experience, including a tenure at Edward Jones from 2012 to 2025 before joining Prospera in 2025. Outside of his advisory work, he is a partner in a short-term beach-house rental business. Prospera Financial Services, Inc. serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Kourtney Scott is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. She holds the Series 65 designation and previously worked at The Nehemiah Company and Teas State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of mutual funds and ETFs.

Criss Woodruff is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he was associated with Woodruff Financial Consultants, LLC and Commonwealth Financial Network for 21 years. In addition to his advisory role, he has involvement in insurance-related activities through Woodruff Financial Consultants. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

Quan Luu is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Bank of America, Merrill, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is co-owner of Apex Moto LLC, operating the RideSmart Motorcycle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Peggy Winkelmann is a financial advisor at SPC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Parkland Securities LLC since 2014. Winkelmann serves as a board member of the Huntsville Education Foundation. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that includes discretionary management and collaboration with third-party managers.

Pamela Turner is a financial advisor with Ameriprise in Huntsville, TX, holding a Series 66 designation and 43 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on Ameriprise-managed accounts and algorithmic support for recommendations.

Katrina Fritsch is a financial advisor with Edward Jones in Huntsville, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after previous experience in education and real estate, including roles at Alpha Omega Academy and Homes of Huntsville, INC, as well as managing Fritsch Construction, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Kevin Edney is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Jack Cliff Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he works as a fishing guide. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team.

Kenneth Holland is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2020 and was previously affiliated with University Heights Baptist Church for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Franklin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Cetera in 2025, he spent 29 years at Concourse Financial Group Securities Inc. He also operates Franklin Wealth Management, providing insurance products and services to clients in Huntsville, TX. 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 discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Eric Burson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Nationwide Investment Services Corporation from 2015 to 2021 before joining Cambridge in 2021. Burson is also the owner of Neches Advisors, a securities-related business based in Huntsville, TX. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a broad network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and a combination of model-based and individualized investment approaches.

Gerald Doerr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at J.P. Morgan Securities for five years. Outside of his advisory role, he owns and manages several locations of The Toasted Yolk Cafe in Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process and a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Mila Castro is a financial advisor at Edward Jones in Huntsville, TX, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Riley Smith is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Huntsville, TX. He has seven years of industry experience, including roles at Cambridge Investment Research Advisors since 2019 and Global Financial Partners since 2016. Outside of his advisory work, Smith serves as Vice President of the TU Mile Sportsmen's Association and is a board member of the Huntsville Community Hospital Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and customized investment strategies.

Brian Smith is a CFP® professional with 38 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at Parkland Securities and Sigma Planning Corp. He is also a finance committee member of University Heights Baptist Church in Huntsville, TX. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party sub-advisers.

Bryan Masten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. Before joining Cambridge in 2017, he worked at Parkland Securities and Spc. Outside of his advisory role, he is involved as a holding company manager for Tall Cotton Holdings, LLC and serves as an independent insurance agent with Global Financial Partners. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services with various account platforms and third-party strategists.

Arthur Wharton III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2020 and previously held positions at Royal Alliance Associates and Signator Investors. Wharton also operates Wharton Insurance Network, an insurance business active since 1991. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

William Pilkington is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Cetera entities since 2025. Outside of advising, he is the owner of a tax preparation firm, serves on the board of the Houston Intercontinental Chamber of Commerce, volunteers as a firefighter with the Ponderosa Volunteer Fire Department, and participates on the community advisory board for Truist Bank. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various program structures and a combination of advisor-managed and third-party managed solutions.

Zachary Pulling is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is the owner of Zach Pulling, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Jost is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Cetera Wealth Services, North Star Resource Group, CRI Securities, and Securian Financial Services. Outside of his advisory roles, he serves as a board member for Stop Alzheimer's Now. Cetera Investment Advisers serves 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.