Brian La Rocca is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Frost-related firms since 2016. He also teaches part-time for the Rice University Certified Financial Planner Program. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Abby Walker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has prior work experience at Sanel LLC, Classic Forms and Products, Edward Jones, and Lamar University’s Small Business Development Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Isabel Beltran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with J.P. Morgan entities since 2010, including roles at JP Morgan Chase Bank and BBVA Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Lance Jones is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a variety of investment strategies and affiliated financial products under a fiduciary standard.

Sharon Campbell is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors, MML Investors Services LLC, MassMutual Life Insurance Co, Raymond James & Associates, and Wells Fargo Clearing. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Felicia Cumby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Sheryl Jimerson is a financial advisor with Cambridge Investment Research Advisors in Humble, TX, holding the PFS™ and Series 63 designations and one year of industry experience. She previously operated Jimerson Financial and Tax Advisory, LLC and Jimerson Tax and Accounting, LLC, where she has worked since 2017 and 2022 respectively. Prior to her advisory roles, she was employed at Lone Star College for six years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides access to proprietary and third-party investment strategies through various platform arrangements and offers both discretionary and non-discretionary portfolio management.

Keaton Uresti is a financial advisor at Edward Jones with 14 years of industry experience. He 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Hector Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2011. 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Andrew Prucha is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with two years of industry experience. His background includes service in the U.S. Army and roles at Texas State University and TMC Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branches.

Jonathan Blakelock is a CFP® professional with 23 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Ameriprise Financial Services, Edward Jones, Citigroup Global Markets, and Valic Financial Advisors. Outside of his advisory work, he is involved in agricultural activities, including raising goats through a family business in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of research-driven strategies and technology tools.

Nathaniel Maurer is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes work at Primerica and service in the United States Marine Corps for over two decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.

Lindsey Redding is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience and holds the Series 66 designation. Prior to joining Osaic in 2024, she worked at Securities America Advisors, PNC Investments, and BBVA in various roles spanning over a decade. She is also involved in insurance sales through Precept Wealth Management. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services with a focus on asset allocation tools, risk assessment, and a variety of investment options managed through multiple platforms.

Ryan Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Todd Patton is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and delivers recommendations tailored to clients’ needs, with a focus on assets held in Ameriprise Managed Accounts.

Matthew Bohli is a financial advisor with LPL Financial based in Kingwood, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Bohli Bros Lawncare and Powerwashing for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Jessica Scott is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and has worked with Pre-emptive Financial Services and Sagepoint Financial, Inc. in addition to her current role. Outside of her advisory work, she serves as an administrative assistant at Pre-emptive Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, risk assessments, and multiple advisory platforms.

Monica Van Den Hudding is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her previous roles include positions at Valic Financial Advisors, Bank of America, and Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized investment solutions through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Jackson Kothe is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of investors and offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Garth Hentges is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.