Arthur Atkins is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including LPL Financial LLC and Fidelity Investments. Outside of his advisory role, he has been a worship musician at Fishers of Men Lutheran Church since 2017 and is a licensed public notary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, supporting clients with centralized due diligence and a broad range of investment capabilities.

Lance Lawrence is a financial advisor with Edward Jones in Humble, TX, holding ChFC®, Series 66, and Series 63 designations and 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a trustee and secretary for the Liberty Independent School District in Liberty, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard.

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 with LPL Financial in Baytown, TX, holding the Series 63 and Series 66 credentials and having 26 years of industry experience. His career includes roles at Community Resource Credit Union, CUSO Financial Services, LP, and CUNA Brokerage Services, Inc. Smith is also involved with Dragonfly Paradise Inc., a real estate rental business in New Braunfels, TX. 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 broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Bailey Byford is a CFP® professional with nine years of industry experience, currently with LPL Financial since 2025. Prior to joining LPL, he worked at Edward Jones for eight years and had shorter tenures at Reid, Strickland & Gillette, LLP, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved with Good Life Insurance Agency as a non-variable insurance agent. 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 financial planning and investment services, including access to model portfolios and third-party asset managers, supported by advisor tools and a broad platform of advisory and non-advisory financial activities.

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 at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. 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’s advisory process integrates both quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Joshua Krakowiak is a financial advisor with LPL Financial in Pasadena, TX, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at CUSO Financial Services, J.P. Morgan Securities, JPMorgan Chase Bank, Edward Jones, and earlier tenure at LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

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 with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2025. 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 nationwide network of financial advisors and branch offices.

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.

Antonio Nunez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting federal employees, military personnel, and government retirees with maximizing their financial futures. Antonio provides expertise in managing benefits, investments, and retirement planning specific to this group. With 9 years of experience in the finance industry, he helps clients navigate their Thrift Savings Plan (TSP) rollovers and investment strategies, Federal Employee Retirement System (FERS), Civil Service Retirement System (CSRS) planning, federal employee benefits such as FEGLI and survivor benefits, and tax-efficient retirement income planning. Antonio employs a fiduciary, education-first approach to help clients make informed financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Antonio earned a High School Diploma from Iraan High School. He communicates with clients in both English and Spanish.

Coryn Briggs is a financial advisor with Edward Jones in Mont Belvieu, TX, holding Series 66 and Series 63 licenses and possessing 14 years of industry experience. Prior to joining Edward Jones, Coryn worked at Fidelity Investments for nine years and was self-employed 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Armando Garza is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Marcontell is a CFP® and ChFC® with 27 years of experience in financial advising. She has worked at Edward Jones for 23 years before joining Ameriprise in 2022. In addition to her advisory role, she serves on the board of the Lee College Foundation and is a trustee for Faith Family Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides a written Recommendation Report and ongoing tax-aware withdrawal planning aimed at clients approaching or in retirement.

Melissa Hughes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, and previously spent 13 years with Allstate Sapp Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach is supported by centralized due diligence combining quantitative and qualitative research, with recommendations incorporating an ESG eligibility framework.

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.