Ashlyne Ball is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with three years of industry experience. She has worked with Edward Jones since 2016. Outside of advising, she is a silent owner of a print manufacturing business based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages assets of approximately $1.01 trillion and operates a nationwide network of over 23,000 financial advisors.

Krystal Fritsch is a financial advisor at Edward Jones located in Sealy, TX, holding a Series 66 designation with eight years at the firm and one year of industry experience. Prior to joining Edward Jones, she was not employed in the financial sector for two years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Bob Lincoln is a financial advisor with J.P. Morgan Securities in Katy, TX. He holds the CFP® and ChFC® designations and has five years of industry experience. His prior roles include positions at Bobasa International Trading Co and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Sara Halstead is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Bay Area Aquanauts Inc. and The Lemonade Circle. Outside of advising, she is involved as an employee in marine transportation with Boone Towing Inc. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Jared Kainer is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 credential and beginning his advisory career in 2025. Prior to his role at Edward Jones, he worked in various positions including at Hewlett Packard Enterprise and has been self-employed as well as involved in managing Kainer Cattle Company, where he handles seasonal cattle management and sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm is notable for its extensive retail advisor presence and affiliated capabilities such as trust services and proprietary mutual funds.

Tawny Badger is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, she spent ten years at Hines. She also manages a tax preparation business, Marcontell Tax Consulting, LLC, in Mont Belvieu, TX. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies.

Stacy Spier is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Spier worked at Alfasigma USA for 20 years and held other positions in the medical sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning on a variety of topics without discretionary trading authority and provides an option to combine planning with managed-account services under a consolidated billing program.

Sam Whitaker is a Financial Consultant at Fidelity Investments, where he supports clients in navigating their financial journeys through personalized planning, guidance, and tailored investment strategies. He utilizes Fidelity's resources and expertise to assist individuals and families in making informed decisions toward their long-term financial goals.\n\nPrior to his current role, Sam served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2023. These roles have contributed to his experience in the investment and financial services field.\n\nOutside of his professional work, Sam engages in social activities with friends, enjoys playing tennis, and traveling.

Heather Ringuet is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Guido is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has held several roles within Fidelity, including Director, Retirement Planner from 2023 to 2025, Workplace Planning Consultant from 2022 to 2023, and High Net Worth Service Associate from 2021 to 2022. Prior to joining Fidelity, Daniel was a Financial Associate at Thrivent from 2020 to 2021 and worked in banking at Newtown Savings Bank as a Bank Teller and Loan Servicing Officer from 2012 to 2015. Daniel's professional focus is on helping clients and their families achieve their long-term financial goals through principles of sound financial planning presented in a collaborative and actionable manner. He emphasizes building relationships based on mutual trust, transparency, and honesty. Daniel is passionate about aligning financial outcomes with clients' core values. Outside of his professional work, Daniel spends time engaged in activities such as board games, family activities, visiting museums, reading, writing, and parenthood.

Andrew Krampitz is a financial advisor with Edward Jones in Sealy, TX. He holds the CFP® designation and Series 66 license and has 15 years of industry experience, including over 16 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Ruston Lohmeyer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018, with prior experience at Bank of America and Legacy Mutual Mortgage. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Rebecca Norman is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA before joining Equitable Advisors in 2020. She is also involved with Flodder Financial Group, a company she has been associated with since 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to tailor strategies based on client risk tolerance and goals.

Patrick Ward is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. He initially joined Fidelity in 2011 and has progressed through various positions within the company, including Financial Representative, Investment Consultant, and Financial Consultant. As Branch Leader since 2023, Patrick focuses on fostering a culture of excellence, collaboration, and inclusion within his branch. Throughout his tenure at Fidelity, Patrick has supported his team in developing their skills and growing their business while encouraging autonomy in their approaches. He collaborates with other leaders and stakeholders across the organization to drive strategic initiatives and enhance Fidelity's competitive position.

Frank Diamond is a financial advisor with Fidelity Investments, holding a Series 66 credential and based in Houston, TX. He has one year of industry experience, with prior roles including work on several political campaigns and involvement with Congregation Beth Israel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Lloyd Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, Graham is involved in business ventures including ownership positions in real estate and a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal advisory services.

Greg Macha is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at North Houston Pole Line, Frontline Power Construction, and CenterPoint Energy. Outside of his advisory role, he owns and manages a sole proprietorship cattle operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Matthew Benton is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual Strategic Financial Group from 2022 to 2023. Matthew's approach emphasizes understanding each client's individual needs and priorities to assist them in making informed financial decisions. His experience spans multiple facets of financial planning and client relationship management, enabling him to support clients in preparing for significant life steps. Outside of his professional work, Matthew enjoys activities such as baseball, football, spending time at the beach, cooking and baking, family activities, and social events with friends.

Morgan Pyle is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Bank of America, Merrill, JP Morgan Chase Bank, and Wells Fargo. Outside of his advisory role, he serves as a substitute teacher within the Katy Independent School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational and research tools.

Jeffrey Poole is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party advisory models and offering ERISA fiduciary services through credentialed representatives.