Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. 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 strategies supported by a large national network of advisors and branch offices.

Dillon Burr is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has previously worked at Arch Staffing Group and the University of Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jordan Duncan is a Financial Consultant who partners with individuals and families to navigate financial decisions through personalized planning and clear, approachable guidance. Jordan focuses on education to help clients better understand their choices and the tradeoffs involved, working together to discuss goals, simplify complex topics, and develop strategies that reflect clients' priorities. Jordan's professional experience includes roles at Fidelity Investments, where Jordan worked as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Outside of work, Jordan has personal interests in cooking and baking, enjoys exploring food as a foodie, participates in social events with friends, and appreciates movies and music. Jordan is also involved in parenthood.

Samuel Wheatley is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education and fitness, including positions at Humble ISD and U Turn Crossfit. He also has experience at the University of Mary Hardin Baylor, St. Mary's University, and Second Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branches.

Ann Ronn is a financial advisor at LPL Financial with 36 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., and The AFP Group. Outside of advisory work, she is a licensed independent insurance agent and part owner of Income Protection Solutions, Inc., where she educates clients on insurance products. 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 access to third-party asset management, while supporting advisors with technology for operational and research purposes.

Raymond Leslie is a Series 66 licensed advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. Prior to that, he was with Equitable Advisors from 2003 to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Ulises Burnett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and Woodforest National Bank before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process is supported by centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Michael Jerding is a Wealth Management Advisor with extensive experience spanning over four decades. He began his career in the early 1980s focusing on recordkeeping and compliance within trust departments. Over time, he progressed to roles including Trust Officer and Consultant in major bank trust departments, where he gained expertise in plan design and investment menu consulting. Since 2000, Michael has been with Merrill Lynch Wealth Management, serving senior executives and institutional clients, including those with 401(k), defined benefit, and non-qualified plans. Michael holds a Bachelor's degree in Business and a Master's degree in Economics, both from Western Illinois University. He has earned several professional designations including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas encompass corporate benefits, family wealth management strategies, institutional investment consulting, personal retirement planning, and services for endowments, foundations, and non-profits. Outside of his professional work, Michael is active in his community; he has coached several youth sports and supports organizations such as Habitat for Humanity and the Houston Livestock Show and Rodeo. He lives in Cypress, Texas, with his wife Maria and has four children. His personal interests include fishing, football, golfing, and playing soccer, which he has enjoyed for over 40 years.

Christopher D'camp is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Walgreens for 19 years. Christopher holds the Series 66 designation. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jaclyn Van Horn is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to her role at Edward Jones, she worked at Shipt Inc. and Unique Home Health Services, Inc. She is involved in multiple business activities, including serving as CFO for Van Horn Innovations, Inc. and Van Horn Dispatching, and providing customer service and quality assurance in hospitality at Courtyard Houston City Place. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Philip Bourgeois is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with corporate executives and their families to build financial plans designed around their individual needs, values, and goals. His approach to the planning process focuses on genuine client connections and building lifelong relationships centered around trust. Philip has held various positions at Fidelity Investments since 2010, including Vice President, Regional Planning Consultant - Executive Services, Vice President, Branch Leader, and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Philip's personal interests include fitness, golf, hiking, and playing musical instruments.

Diana Negrete is a financial advisor at Merrill based in Houston, TX. She holds a Series 66 designation and has been with Merrill since 2015, with prior experience at Bank of America, N.A. since 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Zimmerman is a financial advisor with Raymond James & Associates in Houston, TX. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, with 31 years at Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, pension plans, and municipal entities, offering financial planning, investment consulting, municipal advisory services, and a variety of portfolio management strategies.

Justin Nichols is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Baird since 2019, previously holding roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, Nichols is involved in restaurant investments and participates as a passive investor in a sports training facility and in sports broadcasting activities. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies including separately managed accounts, overlay management, and tax management, supported by internal research and ongoing manager oversight.

Mitja Peterman Sr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory roles, he is involved in the sale of non-investment related products through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors and utilizing model-delivery strategies managed by unaffiliated asset managers.

Carringhton Powell is a financial advisor at Merrill with Series 63 and 65 licenses and three years of industry experience. He has worked at several major financial institutions, including Bank of America, JPMorgan Chase, Citigroup, and New York Life Insurance. Prior to his financial services career, he was involved with Titan Fitness dba Fitness Connection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services and model-based investment strategies to Bank of America fiduciary clients, serving individual, high-net-worth, corporate, and nonprofit investors through discretionary and third-party managed portfolios.

James Frankowski is a CFP® professional with 27 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Houston, TX. Outside of his advisory role, he is involved in intellectual property development through Academic Concepts LLC and serves as president of the Bayou Lofts Association board of directors. Ameriprise is a large institutional firm that offers retirement-income planning services for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm provides a broad range of advisory, brokerage, and insurance solutions, with a centralized team delivering algorithm-driven, customized retirement recommendations.

Tyler Getz is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His career includes roles at Waddell and Reed and Academy Sports and Outdoors. He is also a commissioned notary in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Fletcher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Cetera since 2025 and owns Kingwood Tax Services LLC, where he provides tax preparation services. Additionally, he has operated Lynn D. Fletcher PC since 2015, assisting with daily office duties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Donna Ward is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, she served as a Financial Advisor at Equitable from 2018 to 2023. Donna focuses on understanding clients' needs and goals to develop personalized financial plans aimed at providing clarity and confidence for their financial futures.