Carmen Stanford is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2007. She has been with Fidelity since 2000, starting as a Financial Consultant before her current position. Prior to joining Fidelity, Carmen worked as a Financial Planner at Ameriprise from 1997 to 2000. With over 20 years of experience in financial planning, Carmen focuses on creating comprehensive financial plans tailored to her clients' needs. She emphasizes understanding her clients' objectives and developing strategies designed to be effective both now and in the future. She holds an Arkansas Insurance License. Outside of her professional activities, Carmen's personal interests include family activities, fitness, lake-related activities, skiing, and traveling.

Jonathan Cheatham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with various divisions of Raymond James since 2016. 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, pension plans, corporations, and institutional entities. The firm delivers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Hanath is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years with Right at Home in Brenham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Brendan Neal is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Fidelity Investments and previously worked at LPL Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a research-driven, quantitative investment process that incorporates algorithmic portfolio construction and manages model portfolios using mutual funds, ETFs, and ETPs.

Stephanie Eng is a financial advisor at Osaic with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Securities Corporation for 10 years before joining Osaic in 2025. She also serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Benjamin Deist is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Edward Jones, Gracesoft, and Primerica Financial Services. Outside of advisory work, he is involved in debt consulting and media ventures through entities such as Compounding Faith Financial and Compounding Faith Media. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services supported by research, model portfolios, and advanced technology solutions.

Courtney Folkerts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Avantax Advisory Services, Crossmark Global Investments, and Invesco Distributors. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Andrew Graham is a financial advisor with Raymond James Financial in Katy, TX, holding a Series 66 designation and six years of industry experience. He has worked at Raymond James Financial Services since 2019 and also maintains a separate role as a Twitch Affiliate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting a wide range of advisory programs.

Landon Thomas is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual motivations, goals, and family priorities. He aims to build strategies that inspire confidence in clients' financial futures. Landon joined Fidelity Investments in 2021 and has held several roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant, before becoming an Investment Consultant in 2026. Outside of his professional work, Landon has interests in football, golf, parenthood, and pets.

Irene Haas is a Certified Financial Planner® at OSAIC with 25 years of industry experience. She has worked at Imperial Capital, LLC for nine years and Wunderlich Securities, Inc. for seven years prior to joining OSAIC. Haas serves as a financial and medical power of attorney for family members with learning disabilities and has been an instructor for the CFP® Certification program at Rice University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports a range of complex platform arrangements and third-party solutions.

Austin Bazard is an Investment Consultant at Fidelity Investments, a position he has held since 2026. His professional experience at Fidelity includes roles as Relationship Manager, Financial Representative, and working in Wealth Management Service, spanning from 2022 to 2026. Prior to joining Fidelity, Austin worked as a Client Service Associate at J.P. Morgan Private Bank from 2017 to 2022 and as a Client Service Representative at Invesco from 2015 to 2017. Austin emphasizes a consultative, relationship-first approach to financial planning, focusing on co-creating personalized strategies that meet clients' goals and adapt to life's changes. He aims to simplify complex concepts and provide transparent guidance to empower clients in making confident decisions. Outside of his professional work, Austin's personal interests include family activities, food, social events, golf, parenthood, and traveling.

Douglas Walden is a financial advisor with Edward Jones in Katy, TX. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KHOU Channel 11 from 2014 to 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 advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Thomas Fons is a financial advisor with Ameriprise in Katy, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors for the King Lakes Homeowners Association. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Fruge is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining J.P. Morgan. His background also includes roles outside finance at ABS Group of Companies and Darden Restaurants Inc. 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 delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory model.

Fortune Cobb is a Series 66-licensed financial advisor with Edward Jones, based in Katy, TX, and has seven years of industry experience. Prior to joining Edward Jones in 2018, Cobb worked in the pool services industry for several years. Cobb also maintains ownership and rental of a previous home. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Tracy Taylor is a Series 66-licensed financial advisor with over 12 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2019, Tracy held roles at Merrill and HD Vest Advisory Services, among others. Outside of advising, Tracy has an ownership interest in a business that supports her husband’s trucking company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

Heather Bryant is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Star, Idaho, and has 13 years of industry experience. She has worked at various Wells Fargo entities since 1982, including Wells Fargo Advisors, LLC, Wells Fargo Clearing, and currently Wells Fargo Advisors since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to deliver recommendations in various specialized areas.

Miles Watson Sr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors and six years at Walmart. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Eldon Robinson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes roles at Brovitz Group and ongoing involvement with Sentry Builders. In addition to his advisory work, he participates in business activities related to investment product sales and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside some corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven strategy supported by third-party asset managers and custodial services.