Nealson Adamson is a Wealth Management Advisor specializing in providing customized financial strategies to help clients achieve their retirement, education, and small business planning goals. He focuses on individual retirement planning, college education planning, divorce transition planning, portfolio management services, and small business strategies. Nealson offers a range of wealth management services including investment, financial, and retirement strategies, as well as cash management and employee retirement plans for business clients. Nealson holds a Bachelor's degree from the University of Minnesota System and maintains multiple professional registrations and licenses, including FINRA Series 7, 55, 63, and 66, as well as licenses in life, health, variable life, and variable annuity insurance. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds industry designations such as Certified 401(k) Professional (CKP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Outside of his professional work, Nealson enjoys boating, fishing, scuba diving, and spending time with his family.

Sana Khalaf is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, alongside a tenure at JPMorgan Chase Bank starting in 2009. Prior to her current role, she was involved with Santaro Properties, LLC from 2015 to 2019. J.P. Morgan Securities 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 combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of financial services.

Ireti Bodunde is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Bank NA. 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 recommendations.

Mitchell Lyon is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. His prior experience includes five years at Woodlands Securities Corporation. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies and fund-of-funds.

Erol Ertumen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked at Bank of America for 16 years and has held his current position since 2026. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Hanna is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Regions Bank, and JPMorgan Chase. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Stephen Foster is a financial advisor with Osaic Wealth, Inc. in Tomball, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Osaic since 2009. Outside of his advisory role, he is involved in life, health, and disability insurance sales through his management of Petra Benefits Financial Services, LP and related entities, and he also serves as a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm utilizes asset-allocation tools, risk assessments, and automated portfolio rebalancing to manage client accounts, which may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brennen Frick is a financial advisor at Cetera with a Series 66 designation and seven years of industry experience. His work history includes roles at Regions Bank, State Farm, and Morgan Buick GMC of Shreveport. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Matthew Zettel is a financial advisor with OSAIC based in Tomball, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining OSAIC, he held roles at Royal Alliance Associates and has experience in education with positions at Texas A&M University, Blinn College, and Brenham Junior High School. He is also involved as an Investment Advisor Representative with Petra Benefits Financial Services. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on technology-driven portfolio construction and access to multiple third-party money managers and managed-account solutions.

Trisha Talbot is a financial advisor with LPL Financial in Spring, TX, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2006. Outside of her advisory role, she operates Talbot Financial, an affiliated business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Thrasher is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2020, previously working four years at Investment Professionals, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice and tailored recommendations focused on dependable income and tax-aware withdrawal strategies.

Kip Joseph is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of more than 23,700 financial advisors.

Mark Mckenzie is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Texas A&M and has diverse experience including roles at The Liquor Mart and Bordeaux Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

Britney Rascher is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in educational and childcare settings, including Willis Independent School District and Southside Baptist Childcare Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and 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 with discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Jared Hensley is a financial advisor at Osaic Wealth Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Outside of his advisory work, he owns and operates Wild Viking Studio, a graphic design business. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Cesar Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with eight years of industry experience. He has worked in various roles across J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill Lynch, and Wells Fargo. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Derrick Mc Carley is a CFP®-credentialed financial advisor with Edward Jones in Conroe, TX, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Chadwick Lee is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Hubert Runnels Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Runnels has held various roles with Woodforest Wealth, Woodforest Financial Services, and related entities since 2016, including serving as First Vice President at Woodforest Wealth. He is also an insurance agent for Woodforest Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Logan Betts is a financial advisor with Raymond James Financial in Tomball, TX, holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services Advisors, Woodforest National Bank, and earlier positions at SmartDraw Software and Renee Langdon State Farm. He is also an associate at Woodforest Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains notable municipal advisor affiliations and specialized advisory programs.