Travis Magliolo is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he served eight years in the United States Marine Corps. He holds a Series 66 designation and currently serves as the elected mayor of Dickinson, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

J Thomas Ybarbo is a CFP® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an investment vehicle focused on real estate and equity injections into existing businesses. 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.

Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at University Federal Credit Union, CUSO Financial Services, LP, and National Planning Corporation. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Corey Fanning is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has held various roles since 2016, including positions at Texas First Bank and Oak Wealth Management, with experience across multiple industries. Corey attended Texas Tech University from 2020 to 2024. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

John Eyster is a financial advisor with LPL Financial in Dickinson, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at CUNA Mutual Group, Comerica Securities, and Lincoln Financial Distributors. He serves as a temporary director on a nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, combining extensive platforms with operational and research support tools.

Kristi Trevino is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Durrett Motor Company/Texas Star Financial from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Transamerica Life Insurance Company, Lincoln Financial Distributors, Paychex, Inc., and ADP Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and a variety of investment vehicles to build client portfolios.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Mark Gamez is a Financial Consultant who currently works with local families, individuals, and business owners to understand their long-term financial and personal goals. He partners with clients to develop comprehensive and detailed financial plans aimed at achieving those goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to that, he served as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade from 2014 to 2018.

Douglas Dooley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his work at Wells Fargo, he owns and operates Dooley Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering diverse needs such as retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Jamal Uddin is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, he manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves clients through a centralized consulting team and integrates algorithmic tools alongside advisor input in its planning approach.

Courtney Miller is a financial advisor at Fidelity with 10 years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs, with a focus on oversight and conflict-of-interest management.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lorena Figueroa is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Fidelity, having joined in 2026, and previously held roles at JPMorgan Chase, Capital One, and Regions Bank. Outside of her advisory career, she assists with an Etsy shop selling handmade bracelets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Alexander Fleming is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in education and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Cobb is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and GWN Securities. Outside of his advisory role, he has experience in custom pool construction and homebuilding. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform of investment strategies and technology tools.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.