Kristi Trevino is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Durrett Motor Company/Texas Star Financial from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Life Insurance Company, Lincoln Financial Distributors, Paychex, Inc., and ADP Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct and manage portfolios across various asset classes.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Mark Gamez is a Financial Consultant who currently works with local families, individuals, and business owners to understand their long-term financial and personal goals. He partners with clients to develop comprehensive and detailed financial plans aimed at achieving those goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to that, he served as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade from 2014 to 2018.

Douglas Dooley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his work at Wells Fargo, he owns and operates Dooley Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering diverse needs such as retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Jamal Uddin is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, he manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves clients through a centralized consulting team and integrates algorithmic tools alongside advisor input in its planning approach.

Courtney Miller is a financial advisor at Fidelity with 10 years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs, with a focus on oversight and conflict-of-interest management.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexander Fleming is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in education and retail sectors. 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 supported by a large nationwide network of financial advisors and branch offices.

Ryan Cobb is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and GWN Securities. Outside of his advisory work, he has been involved with a custom pool construction business and served as a stay-at-home parent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research, with capabilities spanning discretionary and non-discretionary management.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Indria Jenkins is a financial advisor at Ameriprise with eight years of industry experience. She previously worked at Edward Jones for five years and Walmart for twenty years. Jenkins holds a Series 66 designation. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and algorithmic tools, primarily serving clients with Ameriprise-managed accounts.

Barbara Harmon is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

Maxwell Stover is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ruszkowski Fisher Group. Based in Houston, he provides personalized wealth management strategies tailored to each client's financial goals. Maxwell focuses on areas including college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing, among others. Maxwell grew up in Corpus Christi, Texas, and earned a bachelor's degree in economics from Texas A&M University Corpus Christi. Following his graduation in 2011, he relocated to Houston to pursue a career as a financial advisor, joining Merrill Lynch Wealth Management in 2015. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Maxwell participates in community activities such as volunteering with Houston Cares Animal Rescue. Outside of work, he enjoys camping, cooking, fishing, hiking, music, reading, skiing, and spending time with his family.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 66 and Series 65 credentials and 12 years of industry experience. His prior roles include positions with AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory work, he is also a part-time Uber driver. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by third-party asset managers.

Sasha Thompson is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Compass Insurance Agency, Zions Bank, and LPL Financial. Thompson has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a notable nationwide network of financial advisors and branch offices.