Candace Mccormack is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors for 12 years before joining Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Thompson is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Grassroots Church from 2016 to 2019. 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 tax-efficient investment options.

Jesse Esbeck is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked for the Attorney General of Texas for 13 years before joining Edward Jones in 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Neal serves as a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive financial planning and wealth management strategies. He leverages the resources of Merrill and Bank of America to deliver personalized investment insights, banking convenience, and lending solutions tailored to his clients' unique needs and life priorities. His expertise encompasses a wide range of areas including college education planning, divorce transition planning, legacy planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin integrates both macro and micro financial perspectives to build customizable portfolios designed to perform through varying economic conditions. Justin holds a Bachelor's Degree from the Colorado School of Mines and is proficient in English and Spanish. He is engaged in community activities through organizations such as Baytown Broncos Youth Football, Communities in School Baytown, East Harris County Empowerment Council, Faith and Family Church, Holy Family Catholic Church, and Knights of Peter Claver. Outside of work, he enjoys basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Lyn Patterson is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also maintaining a long tenure at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.

Sebastian Henke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his current role, Henke was involved with Sportlo and held positions related to sports and education at Houston Baptist University and Sports For Learning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from portfolio management and emphasizes periodic reviews without accepting discretionary trading authority for its planning services.

Matthew Catron is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021. Catron is based in Friendswood, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated committee.

Jay Campbell is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports addressing income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.

David Moss is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Merrill and Bank of America, with tenures spanning 25 and 11 years respectively. Outside of his advisory role, Moss serves on the Board of Directors for the Texas City Independent School District. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Anthony Makransky is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 15 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Henry Harrity is a financial advisor at Edward Jones in Texas City, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Manal Faour is a financial advisor with J.P. Morgan Securities in Webster, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Bank of America/Merrill Lynch for four years and held various roles at other financial institutions and companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured Institutional Consulting Services program that emphasizes quantitative asset-allocation modeling and centralized due diligence.

Stephanie Hartman is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Merrill from 1996 to 2018 and has been with Ameriprise since 2018. Outside of her advisory role, she is the sole member and manager of Hart Creations LLC, a small retail business, and serves as secretary for the Clear Lake High School Baseball Booster Club. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering tailored, research-based recommendations through a centralized consulting team in partnership with financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Hesse is a financial advisor with Osaic Wealth, Inc. based in Houston, TX. He holds the CFP® and ChFC® designations and has 47 years of industry experience, having previously worked at FSC Securities Corporation and Texas Wealth Management. Outside of his advisory work, he owns a vacation rental condo in Maui. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm utilizes multiple advisory platforms and employs asset-allocation tools and automated rebalancing to create customized portfolios that span various asset classes.

Craig Buchholz is a Series 66-credentialed financial professional at Cetera with seven years of industry experience. His work history includes roles at Bank of America, Merrill, J.P. Morgan Securities, and Northwestern Mutual. Outside of his primary advisory role, Buchholz holds leadership positions in several related businesses, including serving as Vice President and Consultant at Burrows Business Services LLC, where he focuses on business plan development and financial statement preparation, and as Director of Business Development for Burrows Financial Holding, LLC and BFH Insurance LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, financial planning, and ERISA retirement services through a multi-manager platform with access to affiliated and unaffiliated money managers across various program structures.

Mary Boul is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Kristie Ramirez is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Mitchell Morgan is a Series 66 licensed financial advisor with Wells Fargo Advisors in Texas City, TX, bringing two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Raymond James Financial and Raymond James Financial Services, Inc. He has also held roles outside the financial industry, including positions at the University of Houston and Gators Family Restaurant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Justin Ponchak is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he owns and operates Ponchak Management, LLC, a construction business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jaime Garza is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience at Pruco Securities LLC and Modern Brokers of America. Garza is also employed at Shell Federal Credit Union as part of the Ameriprise Financial Team. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm delivers structured recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team.