Lloyd Hecard Jr. is a financial advisor with Primerica Advisors in Kingwood, TX, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in non-investment business ventures including co-ownership of a restaurant through Hecard Ventures, LLC, and ownership of Roux Design Group, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Hector Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Andrew Prucha is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with two years of industry experience. His background includes service in the U.S. Army and roles at Texas State University and TMC Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branches.

Jacinto Villa is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His work history includes roles at Tekplan Solutions, PFS Investments Inc, Primerica Financial Services, and Stanley CSS. He also engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Jonathan Blakelock is a CFP® professional with 23 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Ameriprise Financial Services, Edward Jones, Citigroup Global Markets, and Valic Financial Advisors. Outside of his advisory work, he is involved in agricultural activities, including raising goats through a family business in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of research-driven strategies and technology tools.

Nathaniel Maurer is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes work at Primerica and service in the United States Marine Corps for over two decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.

Lindsey Redding is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience and holds the Series 66 designation. Prior to joining Osaic in 2024, she worked at Securities America Advisors, PNC Investments, and BBVA in various roles spanning over a decade. She is also involved in insurance sales through Precept Wealth Management. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services with a focus on asset allocation tools, risk assessment, and a variety of investment options managed through multiple platforms.

Kristin Sanders is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as a board member and secretary for Brazoria County Municipal Utility District No. 63A and is involved with a family vitamin club through which she earns supplemental income. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools to deliver tailored, non-discretionary retirement advice primarily for clients holding assets in Ameriprise Managed Accounts.

Ryan Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank, N.A. since 2006. 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 advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Matthew Bohli is a financial advisor with LPL Financial based in Kingwood, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Bohli Bros Lawncare and Powerwashing for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Anthony Couch is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. His career includes roles at Questar Asset Management and Woodbury Financial Services, among others. Couch is also involved with Clear Financial Network, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jessica Scott is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and has worked with Pre-emptive Financial Services and Sagepoint Financial, Inc. in addition to her current role. Outside of her advisory work, she serves as an administrative assistant at Pre-emptive Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, risk assessments, and multiple advisory platforms.

Moses Francis Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank and JP Morgan Securities LLC. He also has experience with God's House Of Praise Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS‑qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi‑manager and fund‑of‑funds structures and delivers model portfolios to intermediary platforms.

Monica Van Den Hudding is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her previous roles include positions at Valic Financial Advisors, Bank of America, and Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized investment solutions through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Keaton Swayze is a financial advisor at Fidelity with Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Fidelity Investments since 2013 and is currently affiliated with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Jackson Kothe is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of investors and offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Michael Sofia is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

Garth Hentges is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Christie Hayden is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and TIAA-CREF. Outside of her advisory role, Christie works as an independent contractor providing dog walking and pet sitting services. Fidelity’s Strategic Advisers LLC, where Christie is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Madison Duxbury is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His career includes multiple tenures at Edward Jones, totaling 12 years, as well as four years at Invesco Advisers, Inc. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.