Kevin Martin is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lauri Camden is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 20 years of industry experience, including 16 years at Morgan Stanley Smith Barney. Outside of her advisory role, she is the owner of an essential oil business inherited from a family friend. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through specialized affiliations.

Charles Bankerd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Momentum Independent Network Inc. He also operates Bankerd Financial Services and maintains a non-variable insurance business. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

James Allen is a financial advisor with Edward Jones in Montgomery, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Regan Henry is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2018. Prior to that, he was self-employed for four years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Arnold is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served 14 years in the United States Coast Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Carl Carlile is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has worked with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending through a large network of financial advisors and branch offices.

Garret Story Sealey is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, AXA Advisors, LPL Financial, and Intrua Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to manage model portfolios across mutual funds, ETFs, and ETPs.

Timothy Anselmi is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. In addition to his advisory role, Anselmi sells property and casualty insurance and owns Sunbelt Financial LLC, which supports his practice’s administrative needs. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managers and platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brooks Nelson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously served on active duty in the U.S. Air Force from 2014 to 2017. Nelson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Glynn Tolleson is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Glynn worked in education for nine years with the Tomball and Klein Independent School Districts. He also spent over a decade with Texas Peppers Fastpitch. 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 strategies supported by a large national network of financial advisors and branch offices.

Adam Caldwell is a financial advisor at Edward Jones with seven years of industry experience. Before joining Edward Jones in 2022, he worked for 14 years at ECI Software Solutions/Shoptech Software. He holds Series 63, Series 65, and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Kathryn Frank is a financial advisor at Cetera with over 20 years of industry experience. She holds the ChFC® designation and multiple securities licenses (Series 63, 65, and 66). Prior to joining Cetera in 2024, she worked at NEXT Financial Group and Northwestern Mutual. Frank is also active as president of Innovative Premier Financial Services, where she provides insurance and financial services and trains new advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management program options, including discretionary and non-discretionary services, supported by a nationwide network of advisors.

Kyle Manuel is a financial advisor with J.P. Morgan Securities in Tomball, TX, holding a Series 66 credential and eight years of industry experience. He previously worked at Merrill Lynch and Bank of America. 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.

Tricia Carter Wood is a Series 66-credentialed financial advisor with 21 years of industry experience. She currently works at OSAIC and previously worked at FSC Securities Corporation and Rhodes Securities, Inc. Wood serves as a general board member of the Cameron ISD Scholarship Foundation, which awards scholarships to graduating seniors. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs various asset-allocation tools and offers access to multiple advisory platforms, third-party money managers, and managed-account solutions.

Bryan Sullivan is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at ACV Auctions for six years and Chick-fil-A for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches, offering a variety of investment strategies and affiliated capabilities under a fiduciary standard.

James Blake is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wunderlich Securities for 17 years before joining LPL Financial in 2017. Blake serves as a board member for the Cinco Ranch SW MUD #3 nonprofit in Houston. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios and third-party subadvisors, with support from advanced operational and research tools.

Collin Martin is a financial advisor at Edward Jones in Tomball, Texas, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles at Traditions Golf Club, Popid, Northwestern Mutual, and Star Cinema Movie Theater. He also attended Texas A&M University from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Gregory Cater Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His work history includes roles at Cetera and First Allied Securities, as well as a six-year period at Texas A&M University. Outside of advisory work, he is involved as a blockchain miner and hotspot owner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Gavin Raath is a financial advisor at Fidelity with 15 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2014 to 2022 before joining Fidelity in 2022. He holds a Series 66 designation. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its investment process.