Cody Siebert is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and OSAIC. Outside of his advisory work, Siebert is involved in agricultural farming through Dream Catcher Farms in Cat Spring, Texas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Amy Kohlert is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Based in Katy, TX, her practice is part of a large nationwide firm. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Cohen is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop and implement customized financial plans utilizing Fidelity's technology. She has held this position since 2021. Prior to her current role, Michelle worked at Stavis & Cohen Financial in various capacities from 2015 to 2021, including Financial Advisor, Financial Planner, Client Service Associate, Insurance Coordinator, and Staff Assistant. This experience has contributed to her knowledge in financial planning and client services.

Clayton Nall is a financial advisor with LPL Financial in Sugar Land, TX, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Kinsey Chadick is a financial advisor with Ameriprise in Richmond, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining Ameriprise in 2022, Kinsey worked at LPL Financial and Hilltop Securities Independent Network Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial 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 to deliver personalized retirement planning supported by algorithmic automation and oversight.

Michael Mcgee Sr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 32 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance. He is also an independent insurance agent through his firm McGee Wealth Management and is involved in authoring, educating, podcasting, and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Doreen Collado is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at PFSI Investment Inc. and Primerica Financial Services, along with positions in healthcare at St. Lukes Baylor Medical Center and HCA Texas Women's Hospital. Outside of financial advising, she is a partner in CLIENTS CHOICE, LLC, a heating and cooling business. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors across more than 1,800 offices.

Kassidy Davis is a Planning Consultant at Fidelity Investments, where she collaborates closely with a Vice President Financial Consultant to build trusted client relationships. In this role, she utilizes Fidelity's resources and planning tools to develop and implement strategies tailored to clients' specific needs. Kassidy has been with Fidelity Investments since 2019, progressing through roles including Financial Services Associate, Financial Representative, and Relationship Manager before assuming her current position in 2024. Her experience spans various aspects of financial services within the firm. Outside of work, Kassidy enjoys attending concerts, participating in family activities, hiking, listening to music, engaging in outdoor adventures, and traveling.

Chad Lemmond is a financial advisor with Edward Jones in Richmond, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for four years at Pacific Builders Inc. He is also the manager of Lemmond Consulting LLC, a consulting business based in Needville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Zackry Southerland is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Enterprise Holdings. Outside of his advisory role, he has occasionally worked as a food delivery driver in San Francisco. 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 across the United States.

Eric Hodgeson is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as maintaining his own tax preparation and accounting practice since 1982. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of services to individual and institutional clients nationwide, including portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to various investment strategies and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Shannon Scott is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at NFM Lending, Hometown Lenders Inc, Homebridge Financial Services Inc, and American Family Insurance agencies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Diven Desai is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing five years of industry experience. Before joining Raymond James, he worked with firms including Charles Schwab and TD Ameritrade. He also consults for Quantum Property Tax Advisors, assisting commercial properties with lowering their assessed values. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Jasmine Garrett is a Planning Consultant at Fidelity Investments, where she has worked since 2020. She has built her career on assisting clients through financial planning to help them achieve their long-term goals. Jasmine partners professionally with families, small business owners, and a diverse audience of clients to ensure they have access to financial support and resources. Prior to her current role, Jasmine was a Wealth Advisor at Morgan Stanley from 2014 to 2020 and a Financial Advisor at Ameriprise Financial from 2012 to 2014. Her professional experience spans over a decade in financial advisory roles. Outside of her professional work, Jasmine has personal interests that include visiting the beach, enjoying comedy, exploring food, visiting museums, and volunteering.

Donald Snowden Jr. is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He has held his current position since 2017 and previously worked at AMT from 2014 to 2017. Snowden holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Kenneth Alfonso is a financial advisor with Edward Jones in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2013 to 2019, returned to the firm in 2020, and has experience with Matvey Foundation Repair Inc and Olympic View Swim Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Isenhower is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 registrations and 24 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

William Keel III is a CFP® professional with 30 years of industry experience, currently affiliated with OSAIC. He has been with Royal Alliance Associates, Inc. since 2008. Keel serves as an adjunct instructor in the Certified Financial Planner graduate program at Rice University. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various asset-allocation tools and third-party managed-account solutions.

Jennifer Gill is a Financial Consultant at Fidelity Investments since 2025. She has been with Fidelity Investments since 2023, previously serving as a Planning Consultant. Prior to that, Gill held several roles in financial services, including Assistant Vice President Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2023, Senior Home Lending Advisor at JP Morgan Chase from 2018 to 2020, and Vice President Mortgage Loan Originator at Regions Bank from 2007 to 2018. Throughout her career, Jennifer has developed expertise in financial consulting, planning, and home lending. She emphasizes the importance of understanding clients' stories, values, and aspirations to provide personalized financial guidance. Her approach centers on building lasting relationships and creating plans that align with clients' goals and family well-being. Outside of work, Jennifer enjoys family activities, music, reading, and running.

Kaitlyn Lingo is a financial advisor at Edward Jones in Richmond, TX, with six years of industry experience. She holds a Series 66 designation and previously worked at HFR Management from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint, affiliated capabilities beyond advisory services, and a fiduciary standard in its advisory offerings.