Kevin Talley is a financial advisor at Ameriprise with 27 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Talley holds a Series 63 designation and is based in Magnolia, TX. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nathan Harrison is a financial advisor with OSAIC who holds the Series 66 designation and has 24 years of industry experience. He worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. Outside of his advisory role, he is the owner and agent of Quest Financial and Insurance Services, where he offers various insurance products including accident, health, disability, life, and property and casualty insurance. OSAIC serves a diverse client base that includes retail and institutional investors, offering a broad range of services such as brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers. Its advisers utilize firm-provided tools and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Samuel Schmittgens is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Conroe, Texas. 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.

Leah Reno is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, NA 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis.

Donald Mitcham is a CFP® and ChFC® with 41 years of experience in financial planning and advisory services. He has been with Cetera since 2025 and previously spent 28 years at Concourse Financial Group Securities Inc. He also leads Mitcham Advisors, LLC, where he manages operations and strategic planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

George Musselman is a financial advisor with J.P. Morgan Securities in Tomball, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior experience includes roles at Charles Schwab and several wealth management firms. He serves as treasurer and board member of 3in1 Mechanical Ministries, a nonprofit providing repaired vehicles to people in need, including survivors of human trafficking. 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 applying an ESG eligibility framework in its investment recommendations.

Helen Thornton is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at SagePoint Financial from 2016 to 2023. Thornton is active in her community, serving as Membership Services Chair for the Conroe Noon Lions Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios on both discretionary and non-discretionary bases.

Richard Johnson II is a CFP® professional with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of a chicken farm and working as a sales representative for an essential oils business. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alexander Rodriguez is a financial advisor with J.P. Morgan Securities in Spring, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at BBVA, Wells Fargo, and Kelly Services Global, as well as involvement with G & H Trash Valet Inc. from 2020 to 2022. 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 an ESG eligibility framework in its recommendations.

Amy Ryba is a Series 66 licensed financial advisor with Edward Jones in Spring, Texas, where she has worked since 2019. She has six years of industry experience, including six years prior to Edward Jones at Alief Independent School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates an extensive network of advisors and branch offices across the United States.

Cameron Heathcott is a CFP® professional with 21 years of industry experience, all with Edward Jones since 2005. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is a limited partner investor in a rental property business. 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 manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

John Jablonski is a CFP®-certified financial advisor with 27 years of industry experience. He currently works with LPL Financial, where he has been since 2023. Prior to LPL, he was with Royal Alliance Associates for six years and FSC Securities Corp for one year. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by various strategic and tactical investment options.

Sue Burch is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Brydge Advisors, where she was also the owner of a consulting business unrelated to investments. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Brent Banker is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he owns and operates NSRAS, LLC, an administrative business used for tax and accounting purposes. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm’s approach includes detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team.

Craig Wilcox is a financial advisor with LPL Financial in Montgomery, TX, holding the Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and D.A. Davidson & Co. He operates Wilcox Wealth Management as a DBA for his LPL business. 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 and access to model portfolios and third-party managers, supported by technology tools for operational and research purposes.

Leslie Fitzgerald is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory work, she serves on the board of a nonprofit organization that provides grants to local Golden Retriever Rescue Organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based asset allocation.

Lloyd Hebert is a financial advisor with Cambridge Investment Research Advisors in Conroe, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Cambridge since 2024 and previously at Cetera Advisors and Questar Asset Management. Outside of advisory work, he is involved in business ownership and serves as an instructor and speaker in financial education. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Jonathan Born is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Based in The Woodlands, TX, he provides financial planning services through his firm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial topics without implementation. The firm combines holistic, goal-based analyses with managed-account options under its WealthPlan program, while maintaining separate planning and portfolio management services.

Conner Halstead is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Legacy Preparatory Christian Academy and was involved with Conroe Church of Christ for over a decade. Outside of his advisory role, he is affiliated with the Level Up and Live Mastermind in Conroe, TX. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers additional capabilities such as trust services, securities-based lending, and tax-efficient portfolio management.

Clint Blinka is a Series 66 licensed financial advisor with Edward Jones in Montgomery, TX, where he has worked since 2018. He has eight years of industry experience and previously operated a coaching business, C.S. Blinka, LLC, DBA The Growth Coach. In addition to his advisory role, he serves as an adjunct faculty member at Sam Houston State University, teaching an introductory kinesiology course. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of investment strategies and services under a fiduciary standard and is notable for its extensive network of advisors and branch offices.