Austin Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Equitable Advisors. In addition to his advisory work, he is active with 49 Wealth Management and 49 Financial, where he provides financial advice and fixed insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a range of investment strategies tailored to client objectives.

David Zientek is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. Outside of advising, he is involved with ORDOS Tax Services as an Enrolled Agent and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Helmer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is based in Conroe, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Edwin Decker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He has previously worked at Woodforest Financial Group and Wentzler & Decker Wealth and served in the US Army for ten years. Decker is also the owner and president of Lontex 14 LLC dba VetCor of Brazos Valley, a franchise business he is in the process of transferring. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, utilizing various analytical tools, and supports clients through its advisory programs and partnerships, including municipal advisory and SIMPLE IRA consulting services.

Makanjila De Almeida is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Conroe, TX, where he has worked since 2023. His prior roles include positions at Bank of America, Merrill, Mass Mutual, and Banco Angolano de Investimentos. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of wealth levels. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Lance Lawrence is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations. Outside of his advisory role, he serves as a trustee and secretary for Liberty Independent School District in Liberty, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, fiduciary advisory services, and affiliated financial products.

Anne Spinks is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has operated Anne N. Spinks CLU, CHFC since 1995. Outside of her advisory role, Spinks serves as an elder and committee member at First Presbyterian Church of Conroe. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing model-based and discretionary or non-discretionary portfolio strategies under various custody and platform arrangements.

Travis Mc Farland is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials. He has been with J.P. Morgan Securities since 2026 and has additional experience at firms including Allied Wealth and Pattern Financial Group. Outside of advisory roles, he has involvement in other business activities such as Novus INS Group LLC and Golden Bear Lawns. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Michael Jimenez is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities, LPL Financial, MML Investors Services, and Mass Mutual. Outside of advising, he hosts a daily podcast focused on sports and pop culture and serves as a referee for high school and middle school basketball games. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and investment solutions across multiple platforms and account types.

Samuel Wheatley is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in education and fitness, including roles at Humble ISD and U Turn Crossfit. He also served at Second Baptist Church for seven years. 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 roughly 23,701 advisors and $1.01 trillion in assets under management.

James Mahdak Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. He is involved as an independent contractor with Aventura LLC, where he rents office space and utilizes their services as his OSJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.

Christopher D'camp is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Walgreens for 19 years. Christopher holds the Series 66 designation. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Brieger is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked in the insurance industry and has been involved with Faith Ministry since 2015, teaching Sunday School lessons to children. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Victor Mendoza is currently a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on understanding each client's unique financial needs and situations to collaboratively develop tailored financial plans. Prior to this, he held several roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Investment Solutions Representative II in 2025, and Investment Solutions Representative I from 2023 to 2025. Before joining Fidelity Investments, Victor worked as a Wealth Manager at Blue Maple Financial from 2021 to 2023 and as a Financial Representative at Equitable Advisors from 2020 to 2021. Outside of his professional responsibilities, Victor enjoys comedy, family activities, football, and reading.

Jaclyn Van Horn is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to her role at Edward Jones, she worked at Shipt Inc. and Unique Home Health Services, Inc. She is involved in multiple business activities, including serving as CFO for Van Horn Innovations, Inc. and Van Horn Dispatching, and providing customer service and quality assurance in hospitality at Courtyard Houston City Place. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Philip Bourgeois is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with corporate executives and their families to build financial plans designed around their individual needs, values, and goals. His approach to the planning process focuses on genuine client connections and building lifelong relationships centered around trust. Philip has held various positions at Fidelity Investments since 2010, including Vice President, Regional Planning Consultant - Executive Services, Vice President, Branch Leader, and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Philip's personal interests include fitness, golf, hiking, and playing musical instruments.

Tyler Getz is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Waddell and Reed and has a Series 66 designation. Outside of advising, he is a commissioned notary in Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Fletcher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Cetera since 2025 and owns Kingwood Tax Services LLC, where he provides tax preparation services. Additionally, he has operated Lynn D. Fletcher PC since 2015, assisting with daily office duties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Teresa O'Connor is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. and VOYA Financial Advisors. O'Connor is the owner and senior advisor of Altus Consulting Group and serves as president and CEO of AltusCG Holdings, Inc., managing administrative and consulting functions. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services with a broad range of investment options and third-party managed-account solutions. The firm operates through multiple platforms and employs various tools to construct portfolios tailored to client risk tolerance and investment restrictions.

Charles Mehling is a financial advisor with LPL Financial in Spring, TX, holding a Series 63 license and bringing 38 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he is involved in the sale of non-variable insurance products, including life, health, disability, and long-term care insurance, through his own financial group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management coupled with research-supported model portfolios and multiple investment strategies.