Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Jared Efurd is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

Jesse Webb is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked previously at Oppenheimer for nine years before joining Ameriprise in 2021. Webb is a limited partner in Lakeland Terrace, LLC, a real estate business. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Tamara Johnson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of her advisory role, she serves as Assistant Financial Secretary for Alpha Gamma Alpha Omega, Alpha Kappa Alpha Sorority, Inc., contributing to community service activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Austin Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Equitable Advisors. In addition to his advisory work, he is active with 49 Wealth Management and 49 Financial, where he provides financial advice and fixed insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a range of investment strategies tailored to client objectives.

Erich Kelley is a financial advisor with Cambridge Investment Research Advisors in The Woodlands, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones and has engaged in entrepreneurial activities, including operating a business selling trading cards and providing financial education services focused on budgeting. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, delivering tailored strategies via multiple platform arrangements and both proprietary and third-party investment solutions.

Ron Toth is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in an investment-related estate business in Spring, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Skilton is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at BBVA, JPMorgan, and Mutual of Omaha. Outside of his advisory work, he co-manages a family LLC that handles payments for household contractors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and nonprofit entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and in-house research.

Anibal Miatello is a Senior Financial Advisor with Merrill Lynch Wealth Management in The Woodlands, Texas. He collaborates with clients to define, pursue, and achieve their significant financial goals, offering guidance that helps clients make informed decisions and avoid costly errors. His approach emphasizes understanding each client's unique circumstances and priorities to develop personalized wealth management strategies. Anibal brings extensive experience to his role, having joined Merrill Lynch in 2014. Before this, he served as a Private Client Banker at J.P. Morgan Chase & Co for six years, advising high net worth clients on strategic financial solutions, and spent three years as a financial analyst in Chevron Corporation's Supply Chain Management Group. He holds FINRA Series 6, 7, 63, and 66 registrations and earned a bachelor’s degree from the University of Phoenix with dual focus in accounting and finance, supporting his analytical and numerical expertise. Fluent in English, Spanish, and Portuguese, Anibal is supported by a multidisciplinary team to deliver personalized service and long-term client relationships. He is married with three children and dedicates time to the American Cancer Society. His personal interests include fishing, photography, and traveling with family and friends.

David Zientek is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. Outside of advising, he is involved with ORDOS Tax Services as an Enrolled Agent and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Carson Nix is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lex Shinn is a financial advisor with Merrill in The Woodlands, TX, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011 and Bank of America, N.A. since 2012. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julianne Canterbury is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at various Morgan Stanley entities since 2007. Outside of her advisory role, she has participated as a volunteer in county polling activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations as part of its financial planning process.

Negin Elmi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at Bank of America from 2019 to 2022 and has been with Fidelity since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages a range of discretionary and non-discretionary advisory services.

Edwin Decker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He has previously worked at Woodforest Financial Group and Wentzler & Decker Wealth and served in the US Army for ten years. Decker is also the owner and president of Lontex 14 LLC dba VetCor of Brazos Valley, a franchise business he is in the process of transferring. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, utilizing various analytical tools, and supports clients through its advisory programs and partnerships, including municipal advisory and SIMPLE IRA consulting services.

Collin Knapp is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes positions outside of finance such as with Longhorn Steakhouse and Trusted Capital Group. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining scale with an integrated service model.

Lance Lawrence is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations. Outside of his advisory role, he serves as a trustee and secretary for Liberty Independent School District in Liberty, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, fiduciary advisory services, and affiliated financial products.

Catherine Abbruscato is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 license and 15 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of her advisory role, she serves as president of ACRN Wealth Management, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model that incorporates a range of advisory programs and fiduciary services.

Juan Henao is a financial advisor with Thrivent Investment Management in The Woodlands, TX, holding Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and SerUP, as well as professional involvement with Universidad de San Buenaventura. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with clients able to integrate planning and managed-account services via its WealthPlan consolidated billing option.