Danielle De Witt is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Texas A&M University System, and United Healthcare. 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 investors.

Jungsun Susan Mccubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 19 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns multiple rental properties in the Houston and Katy, TX areas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Aaron Lestage is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He has also been involved with Dynamic Fitness from 2015 to 2017. Merrill, along 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 various institutional accounts.

James Polk III is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at Merrill and has a background including roles at Bank of America and experience in real estate-related businesses. Outside of his advisory work, Polk is involved as an owner in several LLCs managing real property. 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 across a range of client types including individuals, high-net-worth clients, and institutional investors.

Reginald Green is a financial advisor with Primerica Advisors in Missouri City, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2006 and with Primerica Financial Services since 2002. Outside of traditional advisory roles, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nathan Smith is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and has seven years of industry experience, including seven years at Cameron, a Schlumberger Company, prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by affiliated mutual funds and specialized investment options.

Manly Acker is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Sales Force Inc., Transamerica Financial Advisors, Inc., and World Financial Group, INC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

Rudolph Ammer is a CFP® professional with 28 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also maintains a long-standing affiliation with Guardian Life Insurance Company. Ammer serves as an independent insurance agent through The Oughtness Group and holds a secretary position at OG Benefits LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Jennifer Paredes Canales is a Series 66 licensed financial advisor with Merrill in Katy, Texas, with seven years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2007. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cameron Kershner is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

Jeffrey McClellan is a financial advisor at Cetera with 8 years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he worked at Avantax Investment Services for six years and has operated his own CPA firm, Jeffrey C. McClellan, CPA, PLLC, since 2010. He serves as a board member of the Rosenberg Railroad Museum and is treasurer of the nonprofit Attack Poverty. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and retirement services across multiple program structures.

Allison Tharappel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at the University of Houston, Barcelona Wine Bar, Knack Technology Inc, and teaching positions at Lawrence E. Elkins High School and Fort Settlement Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Zach Harris serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he engages with clients to develop financial plans tailored to their specific goals. He has built his career in financial services, beginning as a Financial Representative at Northwestern Mutual in 2018. Zach joined Fidelity Investments in 2019, progressing through roles including Investment Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant since 2023. Zach's experience spans several years across various capacities within financial consulting and investment services.

Carlyn English is a financial advisor with UBS Financial Services in Richmond, TX, holding a Series 63 designation and 27 years of industry experience. She has worked with Painewebber and UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research-driven, model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jonathan Hoegemeyer is a financial advisor with Edward Jones in Sugar Land, TX, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services supported by a large network of financial advisors and branch offices nationwide.

Terral Hogan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Robinhood Markets, Inc. and Empower Retirement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses on various financial planning topics. The firm does not offer portfolio management for institutional clients or serve as a selector of other advisers for institutional mandates.

William Splawn is a financial advisor with OSAIC Wealth, Inc. in Katy, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His work history includes roles at Royal Alliance Associates, Lone Star Health Plans, and ownership of Splawn and Associates since 1979. Outside of advisory services, he is involved in employee benefits consulting and insurance brokerage through related businesses. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients with integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and offers access to various investment products and third-party managed solutions across multiple platforms.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 and investment solutions under a fiduciary standard.

Nicholas Arevalo is a financial advisor with Equitable Advisors in Richmond, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Deborah Kerr is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with Primerica Advisors since 2016 and previously spent four years with the Katy Independent School District. Outside of advising, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.