Kenneth Tucker is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Nawah Nuclear Generation Company and South Texas Project. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Amanda Mize is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Martha Nelson is a financial advisor with LPL Financial in Brazoria, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Edward Jones for 22 years and Morgan Stanley for 3 years. Nelson serves as president of the Sweeny Rotary Club, a nonprofit organization. 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 services through a large network of advisors using both proprietary and third-party strategies.

Elaine Polemenakos is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients for over a decade. She focuses on delivering wealth management services to professionals, business owners, retirees, and their families, aiming to provide customized investment strategies that align with clients' personal financial goals. Her areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, and retirement income. Elaine holds a Juris Doctor degree from the University of Texas School of Law and a bachelor's degree in Psychology from Texas A&M University. She carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). While she was formerly an attorney, she does not provide legal advice in her current role. Outside of her professional work, Elaine is involved in community organizations such as Brazosport Cares Food Pantry, Brazosport Center Stages, Brazosport Fine Arts Council, and the SPCA of Brazoria County. Her personal interests include reading, traveling, spending time with her family, and watching movies.

Benjamin Tumlinson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served in various roles within the U.S. Army, including with the 75th Innovation Command, U.S. Army North, and U.S. Army Africa. 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 advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Josh Beall is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and nine years of industry experience. He 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 advisory strategies, including wrap fee portfolios and separately managed accounts, operates under a fiduciary standard, and supports its services with affiliated mutual funds and a trust company.

Derrick Mcelwee Sr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His career includes prior roles at Chase Bank, J.P. Morgan Securities, and Chase Investment Services Corp. He also serves in a financial institution role with TDECU Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

Dean Elliott is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 designation and has worked with several firms, including LPL Financial and Commonwealth Financial Network. Elliott is also involved with Elliott Wealth Management LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bethany Davis is a Series 66-licensed financial advisor with 19 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Ameriprise and Texas Dow Employees Credit Union. Outside of her advisory work, she owns a photography business based in Brazoria, Texas. 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 broad range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Maria Lewis is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial and TDECU in various roles since 2018. Maria is also involved with TDECU Wealth Advisors, a DBA associated with LPL business activities. 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 services through a large network of advisors, utilizing both proprietary and third-party strategies across diverse asset classes.

James Broaddus is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Next Financial Group Inc for 18 years. Broaddus volunteers with the Pregnancy Help Center, a nonprofit organization in Lake Jackson, Texas. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with account management delivered by investment adviser representatives using a range of strategic, tactical, and customized investment approaches.

Warren Heckendorn II is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2012. He holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products through a network of advisors.

Bryan Davis is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliates since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing system, maintaining a separation between these services.

Brittany Odom is a Series 66-licensed financial advisor with Edward Jones, based in Lake Jackson, TX, with two years of industry experience. She has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Grant Townsend is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients understand financial planning by breaking down complex topics into clear and straightforward guidance. Grant takes the time to learn what matters most to his clients, including their goals and concerns, to build personalized plans that address investing, retirement preparation, and unexpected financial needs. Grant holds a Bachelor's Degree from Sam Houston State University and has earned the Personal Investment Advisor (PIA) designation. His approach includes providing ongoing support to ensure financial plans adapt as clients' lives change. Born and raised in Lake Jackson, Texas, Grant is also committed to giving back to the community that shaped him. Outside of his professional work, Grant's interests include baseball, fishing, golfing, reading, and watching movies.

Kevin Coffey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at PNC Investments, BBVA Compass Insurance Agency, and MetLife Securities. He is also involved with Texas Dow Employee Credit Union. 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 services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Francis Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at several firms, including Hartford Funds Management Company, Neuberger Berman, Oppenheimerfunds, and Curian Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms while supporting advisors with advanced operational and research tools.

Kane Johnson is a Series 66 licensed financial advisor with Edward Jones, based in Lake Jackson, TX, and has two years of industry experience. His prior roles include positions at The Trade Group and HumCap, and he has been involved with the Lake Jackson Swim Team since 2017. Johnson is a co-owner of Lone Star Dog Run, a pet service company in Grapevine, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Travis is a financial advisor with Ameriprise in West Columbia, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over a decade with Ameriprise and its affiliated entities. Outside of his advisory role, he is involved in cattle raising through a business venture and holds independent insurance brokering licenses with multiple major providers. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendation reports developed through algorithmic and research-driven methods. The firm combines advisory, brokerage, and insurance solutions primarily for clients meeting specific eligibility criteria for retirement income planning.