Madison Konermann is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has held various roles at firms including Securities America and Riverbend Financial Group. In addition to her advisory work, she is the Director of Business Development at Altus Consulting Group, a sole proprietorship focused on business growth and client relationships. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment platforms and employs tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to client needs.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Noble Energy, Inc. for 11 years, as well as several advisory firms. He is also involved as an Investment Advisor Representative with Petra Benefits Financial Services and works with SF Cicada, LLC in office-related activities. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and advisory platforms. The firm employs various asset-allocation and risk-assessment tools to construct portfolios across multiple asset classes, offering a range of integrated brokerage, advisory, and managed-account services.

Chance Vogel is a financial advisor with Edelman Financial Engines in Sugar Land, TX, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2020 and previously at TDAmeritrade from 2015 to 2020. Outside of his advisory role, he serves as Vice Chairman of the Lamb and Goat Auction Committee for the Houston Livestock Show and Rodeo. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions.

Sheryl Barron is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2017. She is based in Cypress, TX. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning and consulting services supported by a national adviser network.

Natalie Gaskamp is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and LPL Financial. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

David Richburg Jr. is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Stifel in Houston, TX. He previously worked at Edward Jones for 11 years and spent two years at B. Riley Wealth Advisors and B. Riley Wealth Management. Richburg serves as a trustee for the Frank C Dailey College Scholarship Fund, which provides college scholarships to local high school graduates. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Pat Patterson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include over two decades at Edward Jones and Walnut Street Securities. Outside of advising, he owns and operates a storefront ice and water vending machine business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Troy Perkins is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously served at Concourse Financial Group Securities and Lincoln Financial Securities. Perkins is also involved in several financial service businesses, including his own Perkins Financial, where he provides insurance and financial products. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program options.

Alan Lopez is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial and LSNB Investment Services. He has been with Merrill and Bank of America since 2018. 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 plans, corporations, and charitable organizations.

Devon Pittarelli is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Native Solar and held roles in the hospitality and talent agency industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Eric Fontenot is a CFP® and Series 66 licensed financial advisor with Edward Jones in Houston, TX, with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at RUS Industrial, Trio Electric, LLC, and C&J Energy Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Gellang is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following four years at Thrivent Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

James Robertson is a financial advisor at Ameriprise with 42 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. and OSAIC. Robertson serves on the Board of Directors for the Westwood Magnolia Improvement District and is the owner of Mint Private Client Group PLLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written retirement-income recommendations.

Lauren Martin is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Austin Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Phillip Graiff is a financial advisor with Edward Jones in Houston, TX, holding the Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Board Chair of the Pearl Fincher Museum in Spring, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Charles Sanders III is a financial advisor at J.P. Morgan Securities LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Ameriprise Financial Services, and CUNA Mutual Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bernard Adam III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is an owner of Bedrock Financial Advisors, LLC, and serves as a board member of a property owners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

Adam Burden is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked in education with Texans Can Academies and the Austin Independent School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option, maintaining separation between the services.

James Whitmore Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and operating his own firm, Whitmore Financial Services, since 2002. He is also a partner in a commercial property management partnership. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and consulting services, including discretionary and non-discretionary approaches, with access to multiple program platforms and third-party managers.

Nicholas Ostaszewski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. His prior experience includes roles at AXA Advisors and Cy-Fair Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary services delivered by select Wealth Advisors.