Mark Hetzer is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2022 to 2026, and at Merrill and Bank of America from 2019 to 2022. He also has experience in marketing and sports medicine from earlier roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various investment strategies and platforms, supported by advanced operational tools, and manages over $819 billion in discretionary assets.

Robert Arnold is a financial advisor with LPL Financial, holding a Series 65 credential and beginning his advisory career in 2026. His background includes experience in multiple industries, including plumbing and wellness, as well as roles in education and food service. 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 wide range of financial planning and investment management services supported by advisor-facing technology and a large network of over 22,800 advisors.

John Sinclair is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding clients' situations, priorities, and goals to develop strategies that help them work toward achieving those objectives. Prior to joining Fidelity, he worked as a Financial Advisor at Equitable from 2020 to 2021. John holds insurance licenses in Arkansas and California.

Matthew Legg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Bank of America and held positions in various retail and service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Britt Ester is a financial advisor with Ameriprise in Dickinson, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is employed at DGW Worldwide, LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team.

Patrick Mc Donald is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2010. He serves as President of the Board of Directors for CASA of Galveston County, a charitable organization. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Flanagan is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies designed to pursue their long-term goals. Sean emphasizes understanding each client's full financial picture to create flexible strategies suited to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management, legacy and philanthropic planning, managing new wealth, special needs planning, small business strategies, tax minimization, retirement income, and serving clients in sports and entertainment sectors. Sean holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sean attended Clear Falls High School and the Texas Tech University System, although no degree was conferred. He participates in community organizations through volunteering and has personal interests that include camping, cooking, fishing, football, golfing, hunting, running, skiing, spending time with family, and surfing.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Samuel Collins III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors, Investacorp Advisory Services, and Merrill. Outside of his advisory role, he is a board member of the Ruby Bridges Foundation and a volunteer historian and speaker who organizes community events focused on history and cultural celebrations. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting customizable investment strategies executed through various discretionary and third-party managed accounts.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services, Inc. and LLC since 2014, following previous roles at Morgan Stanley and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Bocock is a Series 66-licensed financial advisor with Ameriprise, based in Webster, TX, and has one year of industry experience. His background includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co, as well as seven years at H-E-B Grocery Company LP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.