Chali Hachtel is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of her advisory role, she is a rental property owner. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Timothy Sampson is a financial advisor at United Planners' Financial Services of America, holding Series 66 and Series 63 licenses with four years of industry experience. His prior positions include roles at VALIC Financial Advisors, Agia, GWFS Equities, and AIG. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Rex Richards is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2009. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, customized program structures, and a platform that includes operations, trading, technology, compliance, and practice-management support.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Steger is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 following a 13-year tenure with Angleton Independent School District. 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 through a large nationwide network of advisors and branch offices.

Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Lincoln Financial Securities Corp. Outside of his advisory role, he serves as President of the Board for Dickinson Independent School District and is involved in managing employee benefits through two insurance agencies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Paula Kingsbury is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 38 years of industry experience. She has worked extensively with Avantax and currently manages Kingsbury Business Services, LLC, where she provides tax preparation and management services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of investment program options and discretionary and non-discretionary portfolio management services.

Ethan Sonnier is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of finance, he has experience in the food service industry, including a role at Juicy Crawfish. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies and is notable for its extensive retail advisor network and affiliated financial services.

David Coney is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Nolan Ginsberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Allstate Insurance Company, Arkadios Wealth Advisors, Arkadios Capital, SAGEPOINT FINANCIAL, and The Oak Financial Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Houghton is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked with Edward Jones since 2016. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Harrity is a financial advisor at Edward Jones in Texas City, TX, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Edward Jones and academic positions at Texas Tech University and the University of Houston Clear Lake. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jase Evans is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving clients at Edward Jones since 2016. He holds a Series 66 license and is based in Santa Fe, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Shane Klemcke is a financial advisor with Edward Jones in Alvin, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones across two periods totaling seven years, with additional experience at Empower Financial Services, Inc. and Wealthgen Advisors, LLC. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Bader is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Eric Davenport is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, and American National Insurance 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cameron Hall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and C & D Steward Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Garth Mchenry is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Banc One Securities Corporation and Chase Investment Services Corp. Outside of his advisory work, he is involved in hotel investment and management through entities such as WIN WIN 1, LLC and Lagoon Hospitality in New Smyrna Beach, FL. 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, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial services.

John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.