William Splawn is a financial advisor with OSAIC Wealth, Inc. in Katy, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His work history includes roles at Royal Alliance Associates, Lone Star Health Plans, and ownership of Splawn and Associates since 1979. Outside of advisory services, he is involved in employee benefits consulting and insurance brokerage through related businesses. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients with integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and offers access to various investment products and third-party managed solutions across multiple platforms.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

James Bradley is a CFP® professional with 15 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. His work history includes roles at Cambridge Investment Research, Inc. and Bradley Wealth Advisors, LLC. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various custodial platforms and proprietary and third-party model strategies.

Chloe Mullins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles, including positions at the University of Houston Department of Communication Sciences and the UH Wellness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

George Rockley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience including service in the United States Navy and work at the United States Marshal Service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, research, and various investment strategies.

Eugene Pokhozhay is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at JPMorgan Securities LLC, Northstar Wealth Management Inc, and Advisory Alpha, LLC. Outside of finance, he was involved with Fun Factory Party, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Raimie Hodges is a financial advisor at Edward Jones in Katy, TX, holding Series 63 and Series 66 credentials with nine years of industry experience. Her prior roles include positions at Merrill Lynch Bank of America and J.P. Morgan Securities. Outside of her advisory work, she volunteers teaching basic budgeting and savings lessons to women in and recently released from prison and serves as a precinct chair for the Harris County GOP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates a large national network of advisors and branch offices and offers services including tax-efficient investing and proxy voting under a fiduciary standard.

Hoang Nguyen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities 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 investment recommendations.

Tuyet Minh Hoang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2018, she worked with TMHH Investments LLC, Bank of America, and Merrill from 2011 to 2018. J.P. Morgan Securities 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 offers non-discretionary services through a select group of Wealth Advisors and has distinctive regulatory registrations that expand its product offerings.

Corey Jones is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, he served six years with the Houston Police Department and four years in the United States Marine Corps. He also worked with Veterans Securing America and has experience outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, model portfolios, and oversight of affiliated and unaffiliated sub-advisers.

Janet Montgomery is a CFP®-designated financial advisor with 22 years of industry experience. She has been with Cetera since 2020, previously working at First Allied Securities, INC. and First Allied Advisory Services, INC. Montgomery holds a fiduciary position with Brother's Family Limited Partnership and serves as vice president on the board of Alanon Family Group Service, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with various program structures and custodial relationships.

Kyle Mueller is a financial advisor with Edward Jones in Bellville, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Bank of Brenham for eight years. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Camden Hippler is a financial advisor with Edward Jones in Fulshear, TX. He holds a Series 66 designation and has been with Edward Jones since 2023, including current and prior roles totaling approximately four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Narine Bhola serves as Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her tenure at Fidelity in 2020 as a Financial Consultant before advancing to her current position. Narine has accumulated extensive experience in financial consulting through her previous roles, including Senior Financial Consultant at TD Ameritrade Inc from 2018 to 2020, Investment Consultant at Scottrade from 2016 to 2018, and Private Client Advisor at JPMorgan Securities, LLC from 2011 to 2015. Her career also includes positions as a Licensed Relationship Banker at Chase Investments Services Corp and Licensed Personal Banker at Astoria Federal Savings. Narine works with clients to define and prioritize their financial goals through in-depth planning, developing tailored strategies to meet the unique needs of her clients and their families. She emphasizes periodic reviews of plans and strategies to support long-term financial success. Outside of her professional work, Narine enjoys family activities, fitness, social events with friends, outdoor adventures, traveling, and volunteering.

Tracy Mc Cormack is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Ameriprise since 2006, initially with Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Timothy Brown is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Jacobs Engineering Group from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Ballard is a financial advisor with Ameriprise in Katy, Texas, holding a Series 66 designation and 21 years of industry experience. He previously worked at Edward Jones and has been with Ameriprise and its affiliate since 2004. He is also involved in managing an advisory business through My Boy Blue LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kinsley Schaff is a Wealth Management Planning Consultant. In this role, Kinsley works in strategic partnership with Wealth Management Advisor Josh Ecroyd to develop a thorough understanding of clients' objectives and long-term priorities. Kinsley is responsible for proactively identifying and addressing the intricate needs of the firm's most affluent families while acting as a trusted advocate and steward of service excellence. Kinsley has held positions at Fidelity Investments, serving as a Planning Consultant from 2025 to 2026 and as a Relationship Manager in 2025. Further details regarding education, credentials, personal interests, or community involvement have not been provided.

Luis Aguilar is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to develop comprehensive financial plans tailored to their unique needs and goals. Luis focuses on building and maintaining client relationships based on trust and integrity, aiming to establish long-term partnerships that support financial success. Luis has experience in various roles within the financial services industry, including positions at Fidelity Investments and Merrill Lynch Bank of America. His previous roles include Investment Consultant, Planning Consultant, Financial Solutions Advisor, and Senior Relationship Manager. This diverse background contributes to his expertise in financial consulting and planning. Outside of his professional work, Luis is interested in family activities, football, music, soccer, traveling, and volunteering.

Stephen Hernandez is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and 66 designations and 15 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management.