Randall Klibert is a financial advisor with Edward Jones in Dickinson, TX, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Klibert serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies through a nationwide network of advisors and branch offices.

Jason Stephens is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2008, with prior experience at Merrill. Outside of his advisory role, he is involved in an insurance business based in The Woodlands, TX. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jared Sheppard is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He assists clients in pursuing their financial goals by developing personalized financial plans tailored to their unique circumstances and aspirations. Jared emphasizes providing exceptional client service to ensure clients receive consistent guidance and support throughout their financial journeys. Prior to his current position, Jared gained experience in various roles within Fidelity Investments, including Fixed Income Help Desk (2022-2023), Investment Solutions Help Desk (2021-2022), and Investment Solutions Representative (2021). He also worked as a Participant Services Representative at Charles Schwab from 2019 to 2021 and as a Financial Representative at AXA Advisors from 2018 to 2019. Outside of his professional work, Jared has personal interests in baseball, camping, cooking and baking, football, gardening, and golf.

Michael Weyant is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America Merrill Lynch for 16 years and has held various roles at Avantax and Turner Wealth Management. Weyant also operates under the DBA Stream Wealth Partners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Benny Ron Hinson is a CFP®-certified financial advisor with 29 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and with JP Morgan Chase Bank, n.a. since 2018. His prior experience includes 11 years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Hugh Johnson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, LPL Financial, and Capital One Investing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios based on proprietary research, quantitative analysis, and systematic methodologies.

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized employer advisory programs.

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.

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.

Kristen Rieger is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has held this role since 2026, focusing on delivering personalized service and long-term partnership to her clients. Prior to her current position, Kristen worked as a Financial Consultant at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she was a Financial Solutions Advisor at Merrill Lynch - Bank of America from 2022 to 2024, gaining experience in wealth management and financial consulting. Kristen emphasizes a commitment to her clients' goals and legacy, ensuring a service experience characterized by discretion and foresight.

Justin Neal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies designed around his clients' life priorities, collaborating to align financial plans with what matters most to individuals and their families. Justin leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive portfolio management and financial planning services. His client focus areas include retirement income, legacy planning, socially responsible and ESG investing, tax minimization, college education planning, and individual and corporate investment strategies. With a Bachelor’s Degree from Colorado School of Mines and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin has developed a breadth of knowledge in personal, business, and advanced financial planning strategies. He aims to build lasting relationships by supporting generational wealth creation and transfer while managing portfolios designed to perform across various economic conditions. Justin serves diverse clients including high-net-worth professionals, helping them to retire successfully and maintain long-term financial stability. Beyond his professional role, Justin is actively involved in community organizations such as Baytown Broncos Youth Football, the CIS Board, East Harris County Empowerment Council, Faith and Family Church, GCCISD, Holy Family Catholic Church, and Knights of Peter Claver. He enjoys personal interests including basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Lance Hutchins is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and operates a family farm specializing in hay sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ricardo Villanueva is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. He previously worked at Valero Energy Corporation for 11 years and was self-employed for seven years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lyn Patterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with J.P. Morgan entities since 1992 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations.

Sebastian Henke is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2021, with prior experience at Sportlo, Houston Baptist University, and Sports For Learning. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

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 in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. He serves on the Board of Directors for Texas City Independent School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide written recommendations and ongoing advice.

Anthony Makransky is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Banc of America Investment Services, and Stanford Group Company. 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 portfolios, third-party asset management, and institutional platforms.