Sarah Davis is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Meredith Graeber is a Series 66-licensed financial advisor with four years of industry experience. She has worked at Equitable Advisors since 2026 and previously at Stifel Independent Advisors, Morgan Stanley Private Bank, and Morgan Stanley. Outside of her advisory role, she creates fashion-related video content on YouTube. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a mix of proprietary and third-party investment solutions.

Robert Young is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he is involved in property management. 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 institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

Nathan Gillmore is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James, he worked six years at Edward Jones. Outside of his advisory role, he is involved with Young Living Essential Oils, a multi-level marketing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supporting clients through advisory programs and a large network of affiliated advisors.

Sandra Guardado is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Morgan Stanley. Outside of her advisory role, she manages rental properties. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios across various investment types.

Karen Abramski is a CFP® with 26 years of experience and has been an advisor at LPL Financial since 2000. She also owns a tax preparation and accounting practice, Karen K. Abramski, P.C. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trang Banker is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Ameriprise and previously worked at PNC Investments LLC, JP Morgan Chase & Co., and BBVA in various capacities. Outside of finance, she has operated a small in-home eyelash extension service as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes proprietary research and collaboration between a centralized service team and financial advisors, with enrollment criteria that require a minimum level of investable assets and a preference for assets held within Ameriprise.

Carter Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at The Reynolds Company in 2017 and 2018. 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, including discretionary and non-discretionary managed solutions, and maintains a large nationwide network of advisors and branches.

Duane Dollar is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, and Fidelity. Outside of his advisory work, he is associated with Five Dollars Farm, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services with a range of investment options and leverages technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of representatives.

Jon Winegrad is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and has 28 years of industry experience. His prior roles include positions at Cetera, Jackson National Life Distributors, and Columbia Bank. He is also involved with Columbia Wealth Advisors, a non-investment-related business based in Montgomery, Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Paul Dimiceli III is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation. He has been with Edward Jones since 2022 and has prior experience working in education. 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 strategies supported by a large nationwide network of advisors and branch offices.

Dustin Perry is a financial advisor with Cambridge Investment Research Advisors in Conroe, TX. He holds Series 63 and Series 65 licenses and has experience in both the financial and agricultural sectors, including ownership of Perry Cattle Company. Prior to joining Cambridge, he worked in education and agriculture-related fields. 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 through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with features supporting advisor business relationships and institutional-scale resources.

Cody Bartlett is a CFP® with 17 years of experience in the financial industry. He has worked at LPL Financial since 2016 and previously spent seven years at Edward Jones. Bartlett Financial is a DBA associated with his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Eriberto Elizondo Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Cetera and its affiliated entities since 1999 and is also a partner at Elizondo & Elizondo, CPAs, providing tax and accounting services since 1993. In addition to his advisory work, he is the owner of Marathon Wealth Management, a financial services firm. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by a nationwide network of more than 10,000 advisors.

Kris Mc Donald is a CFP® and Series 66-licensed financial advisor with Edward Jones in Conroe, TX, where he has worked for 14 years. His career has been exclusively with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brendan Martin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he worked at Conroe Independent School District and Baylor University. He is also involved in a support role at Woodforest Wealth in Tomball, TX. 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 institutions. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Crystal Coley is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Limelife by Alcone and Destination Church. 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 nationwide network of financial advisors and branch offices.

Kevin Pinkley is a financial advisor with LPL Financial in Conroe, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2004 and previously worked at UBS Financial Services from 2001 to 2004. Outside of his advisory duties, he is an author and contributes to a newsletter as well as a radio public service announcement related to divorce topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and third-party asset management, supported by tools such as machine learning, and oversees over $819 billion in discretionary assets.

Gregory Cater Sr. is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 46 years of industry experience. He has worked at Cetera and its affiliated entities since 2000 and serves as president of Cater Wealth Management. Cater also acts as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Hemann is a financial advisor with Thrivent Investment Management in Spring, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Hemann serves as a board member and treasurer for the Northampton Municipal Utility District and co-manages a family-owned ranch property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning areas without portfolio management for institutional clients. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan” while keeping these services separate.