David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Sean Flanagan is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies designed to pursue their long-term goals. Sean emphasizes understanding each client's full financial picture to create flexible strategies suited to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management, legacy and philanthropic planning, managing new wealth, special needs planning, small business strategies, tax minimization, retirement income, and serving clients in sports and entertainment sectors. Sean holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sean attended Clear Falls High School and the Texas Tech University System, although no degree was conferred. He participates in community organizations through volunteering and has personal interests that include camping, cooking, fishing, football, golfing, hunting, running, skiing, spending time with family, and surfing.

Kasadi New is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones. Kasadi has held roles at Edward Jones since 2017, with a brief tenure at Woodmen of the World Life Insurance Society, and has prior work experience in the food service industry. Outside of advisory work, Kasadi has provided food delivery services through Door Dash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of advisors and branches nationwide.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Samuel Collins III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he serves as an associate minister at Greater St. Matthews Baptist Church and is involved in community events and historical speaking through his sole proprietorship, Wild Lion Productions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes asset allocation tools and third-party platforms to construct portfolios with various investment types, catering to both discretionary and non-discretionary accounts.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Scott Shea is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joshua Nuss is a financial advisor with Edward Jones in Dickinson, TX, holding a Series 66 designation. He has one year of industry experience, having spent over two decades at Albertsons Companies prior to joining Edward Jones. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. 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 tailored, non-discretionary recommendations through a centralized consulting team.

Erica East is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill, along 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 strategies developed by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Charles Bocock is a financial advisor at Ameriprise in Webster, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he worked for H-E-B Grocery Company LP for seven years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.