Lance Lawrence is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations. Outside of his advisory role, he serves as a trustee and secretary for Liberty Independent School District in Liberty, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, fiduciary advisory services, and affiliated financial products.

Hannah Briggs is a financial advisor with Ameriprise in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, she worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and several other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sylvia Guerra is a ChFC® designated financial advisor with 15 years of industry experience, currently serving clients at Edward Jones since 2025. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America for six years and Wells Fargo Clearing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Connell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm 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.

Travis Smith is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Community Resource Credit Union and CUSO Financial Services. He is involved with Dragonfly Paradise Inc., a real estate rental business based in New Braunfels, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs and services that include financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Bailey Byford is a CFP®-certified financial advisor with 9 years of industry experience, currently with LPL Financial. Prior to joining LPL, Byford worked at Edward Jones for eight years and held positions at Reid, Strickland & Gillette, LLP and Charles Schwab & Co., Inc. Outside of advisory work, Byford also serves as an insurance agent with the Good Life Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing proprietary and third-party research, and provides both discretionary and non-discretionary management options.

Lindsey Frazier is a financial advisor at Edward Jones with a Series 66 credential. She has prior experience working at Lucido Group, Novum Energy, Jera Americas, Trafigura Trading, Occidental Petroleum, and Sirius Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Francisco Carrillo is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and Cetera Wealth Services, LLC since 1998. Outside of his advisory role, he is the owner and president of Carrillo Asset Management, LLC, an entity established for tax filing and liability protection. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Aric Boullion is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Superbag Corporation and Bob Edwards Realty. 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 supported by a nationwide network of over 23,000 financial advisors.

Jason Allen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Joshua Krakowiak is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, J.P. Morgan Securities, JPMorgan Chase Bank, Edward Jones, and Texas Legacy Wealth Management. He currently operates under the Gulf Coast Educators Investment Center, a DBA for LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by internal and third-party research.

Jacob Wade is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked in sales and marketing roles at Schraad Sales and Marketing, Advantage Solutions, and Acosta Sales and Marketing. Outside of his advisory work, he is involved in managing an Airbnb rental property through the Mawa Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Macie Campbell is a financial advisor at Edward Jones in Mont Belvieu, TX, holding a Series 66 designation. She has one year of industry experience and began her current role at Edward Jones in 2025 after a ten-year period outside the industry. 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 manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Lori Comanich is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Invesco and Avantax, and she currently serves as an advisory consultant at True North Private Wealth Partners. In addition to financial advising, she is a licensed real estate agent and leads a realty group through Keller Williams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management and consulting services through a nationwide network of advisors and operates a multi-manager platform with various program structures and investment options.

Coryn Briggs is a financial advisor at Edward Jones with 14 years of industry experience. Prior to joining Edward Jones, Briggs worked at Fidelity Investments for nine years and was self-employed for two years. Briggs holds Series 66 and Series 63 designations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Armando Garza is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and Bank of America, N.A. Before joining Merrill, he held positions at several firms including Cetera Advisors LLC and Orbis Wealth Consulting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Marcontell is a CFP® and ChFC® with 26 years of industry experience. She is currently with Ameriprise, where she has worked since 2022, following a 23-year tenure at Edward Jones. Marcontell serves on the board of the Lee College Foundation and is a trustee of Faith Family Church. She is also the sole owner and president of Marcontell Wealth, LLC, which holds the Ameriprise franchise of Marcontell Wealth Management. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates as a large institutional entity delivering a broad range of advisory, brokerage, and insurance solutions.

Melissa Hughes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Prior to that, she spent 13 years at Allstate Sapp Insurance. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jennifer Garza is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Avantax Advisory Services and Integrated Tax and Wealth Strategies. Her background also includes roles outside finance, such as positions at the University of Houston and Bayou City Wings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of investment vehicles, including model portfolios, registered investment companies, and an IRS-qualified Charitable Gift Fund.

Lara Umberger is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.