Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, 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 three years of industry experience. He is the sole advisor at Cypress Lane Advisors in Galveston, TX, where he has worked since 2023. Prior to that, he was self-employed and worked at Imaging Brands, Inc. from 2018 to 2021. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, and small business owners. The firm uses an asset-allocation framework with a macroeconomic overlay, primarily investing in ETFs and no-load mutual funds, while employing leverage, derivatives, and limited cryptocurrency exposure in client portfolios.

Jason Hardcastle is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, where he has worked for nine years, he was employed at the University of Texas Medical Branch for seven years. Outside of advising, Hardcastle serves on several boards in Galveston, including as board president of Galveston Urban Ministries and trustee roles with Knights of Momus, the Rosenberg Library, Galveston Park Board of Trustees, and Galveston College. He also holds passive ownership in a local business, Empouria, LLC, and is a candidate for Galveston City Council District 6. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports its independent investment adviser representatives with diverse portfolio management options, various analytical approaches, and fiduciary services through discretionary and non-discretionary accounts.

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 credentials and bringing 39 years of industry experience. She has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a director and board member of J-Tech, LLC, a family-held consulting business in Santa Fe, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Paula Kingsbury is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 38 years of industry experience. She has worked extensively with Avantax and currently manages Kingsbury Business Services, LLC, where she provides tax preparation and management services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of investment program options and discretionary and non-discretionary portfolio management services.

Andrew Harrity is a financial advisor at Edward Jones in Texas City, TX, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Edward Jones and academic positions 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 with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

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 with LPL Financial in Dickinson, TX, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 17 years of industry experience, including prior roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, Inc., Anico Financial Services, Inc., and American National Insurance Company. He is also associated with AMOCO Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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 is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background as a former engineer from a major oil and gas firm to his role, where he provides financial advice to individuals, families, and small businesses. Timothy focuses on understanding clients' personal perspectives and priorities to develop strategies that align with their unique goals. His expertise includes general investing, retirement planning, and saving for unexpected events. Timothy holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). He earned a Master's Degree from Harvard University and a Bachelor's Degree from Texas A&M University System. Outside of his professional work, Timothy enjoys running, spending time with his family, and traveling. He emphasizes a client-centered approach to financial planning, aiming to make wealth management a transparent and collaborative process.

Matthew Thompson is a Series 66-licensed financial advisor with Edward Jones, based in Galveston, TX, with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nalco Water and International Cooling Tower. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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 44 years of industry experience. He has been with Merrill since 1982 and concurrently with Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.