Adam Alanis is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2009. 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 these services through Wealth Advisors and combines institutional advisory operations with brokerage and investment management capabilities.

David Rogers is a Series 66 licensed advisor with Edward Jones in Galveston, TX, where he has worked since 2007, totaling 20 years of industry experience. He has spent his entire career at Edward Jones. 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 and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple third-party managers.

Michael Landolt is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 23 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Landolt serves as a director or board member for several nonprofit organizations, including the Friends of the Evelyn Meador Library and the Clear Lake Lunar Rendezvous Festival. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Leal is a Financial Consultant currently working at Fidelity Investments. She has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before her current role. Prior to joining Fidelity, she held positions at Merrill Lynch, including Financial Advisor from 2019 to 2022 and Complex Manager Assistant from 2001 to 2019. Her work focuses on partnering with individuals and families to develop personalized financial strategies. These strategies encompass investment guidance, retirement and income planning, and legacy planning, all integrated into comprehensive financial plans. Jennifer emphasizes building trust and understanding to tailor plans that reflect each client's priorities. Jennifer aims to simplify the complexities of financial planning for her clients, enabling them to focus on their life goals. Further details regarding her education, credentials, personal interests, or community involvement were not provided.

Evelia Martinez is a Series 66-credentialed advisor at Merrill with three years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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 institutional entities.

Randall Klibert is a financial advisor with Edward Jones in Dickinson, TX, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Klibert serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies through a nationwide network of advisors and branch offices.

Jason Stephens is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates Jason Stephens Insurance, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven investment options.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Hugh Johnson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, LPL Financial, and Capital One Investing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios based on proprietary research, quantitative analysis, and systematic methodologies.

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized employer advisory programs.

Candace Mccormack is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors for 12 years before joining Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jesse Esbeck is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked for the Attorney General of Texas for 13 years before joining Edward Jones in 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Neal serves as a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive financial planning and wealth management strategies. He leverages the resources of Merrill and Bank of America to deliver personalized investment insights, banking convenience, and lending solutions tailored to his clients' unique needs and life priorities. His expertise encompasses a wide range of areas including college education planning, divorce transition planning, legacy planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin integrates both macro and micro financial perspectives to build customizable portfolios designed to perform through varying economic conditions. Justin holds a Bachelor's Degree from the Colorado School of Mines and is proficient in English and Spanish. He is engaged in community activities through organizations such as Baytown Broncos Youth Football, Communities in School Baytown, East Harris County Empowerment Council, Faith and Family Church, Holy Family Catholic Church, and Knights of Peter Claver. Outside of work, he enjoys basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Sebastian Henke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his current role, Henke was involved with Sportlo and held positions related to sports and education at Houston Baptist University and Sports For Learning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from portfolio management and emphasizes periodic reviews without accepting discretionary trading authority for its planning services.

Matthew Catron is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021. Catron is based in Friendswood, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated committee.

Jay Campbell is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports addressing income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.

David Moss is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Merrill and Bank of America, with tenures spanning 25 and 11 years respectively. Outside of his advisory role, Moss serves on the Board of Directors for the Texas City Independent School District. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Anthony Makransky is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 15 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Henry Harrity is a financial advisor at Edward Jones in Texas City, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.