Jared Kainer is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 credential and beginning his advisory career in 2025. Prior to his role at Edward Jones, he worked in various positions including at Hewlett Packard Enterprise and has been self-employed as well as involved in managing Kainer Cattle Company, where he handles seasonal cattle management and sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm is notable for its extensive retail advisor presence and affiliated capabilities such as trust services and proprietary mutual funds.

Carly Voyles is a financial advisor at Edward Jones in Rosenberg, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Baker Botts LLP for two years and has experience at PricewaterhouseCoopers and Southern Methodist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services.

Cristina Betancourt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, E*TRADE Capital Management LLC, and Securities America, Inc. She serves as Board Member and Secretary for Joan Karff’s Women on the Way Up, an educational organization based in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a wide range of investment services.

Christopher Elkhoury is a Financial Consultant at Fidelity Investments. He specializes in comprehensive financial planning, working closely with clients to develop customized financial plans that align with their individual goals. Christopher leverages Fidelity's resources to provide clarity and confidence in pursuing life objectives. He has been with Fidelity Investments since 2019, progressing through roles as a Financial Representative, Relationship Manager, and Planning Consultant before his current position. His experience encompasses client relationship management and financial planning. Outside of his professional work, Christopher enjoys comedy, outdoor adventures, running, tennis, and traveling.

Tawny Badger is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, she spent ten years at Hines. She also manages a tax preparation business, Marcontell Tax Consulting, LLC, in Mont Belvieu, TX. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies.

Zimbabwe Barnes is a financial advisor with Fidelity in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Fidelity, Barnes worked in various roles at JPMorgan Chase Bank, JPMorgan Securities LLC, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Maria Salguero is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she is involved as a contractor in a pool rental business through Swimply. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Aaron Langston is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America, N.A. since 2018, following two years at AXA-Advisors, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stacy Spier is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Spier worked at Alfasigma USA for 20 years and held other positions in the medical sector. 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 financial planning on a variety of topics without discretionary trading authority and provides an option to combine planning with managed-account services under a consolidated billing program.

Eunmi Ahmed is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America/Merrill Lynch and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Sam Whitaker is a Financial Consultant at Fidelity Investments, where he supports clients in navigating their financial journeys through personalized planning, guidance, and tailored investment strategies. He utilizes Fidelity's resources and expertise to assist individuals and families in making informed decisions toward their long-term financial goals.\n\nPrior to his current role, Sam served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2023. These roles have contributed to his experience in the investment and financial services field.\n\nOutside of his professional work, Sam engages in social activities with friends, enjoys playing tennis, and traveling.

Abbas Mohammed is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and ABC Legal. 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 to support customized investment recommendations.

Travis Dock is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Citizens Securities. Outside of his advisory work, he has interests as a landlord in rental property management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Heather Ringuet is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Guido is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has held several roles within Fidelity, including Director, Retirement Planner from 2023 to 2025, Workplace Planning Consultant from 2022 to 2023, and High Net Worth Service Associate from 2021 to 2022. Prior to joining Fidelity, Daniel was a Financial Associate at Thrivent from 2020 to 2021 and worked in banking at Newtown Savings Bank as a Bank Teller and Loan Servicing Officer from 2012 to 2015. Daniel's professional focus is on helping clients and their families achieve their long-term financial goals through principles of sound financial planning presented in a collaborative and actionable manner. He emphasizes building relationships based on mutual trust, transparency, and honesty. Daniel is passionate about aligning financial outcomes with clients' core values. Outside of his professional work, Daniel spends time engaged in activities such as board games, family activities, visiting museums, reading, writing, and parenthood.

Andrea Smith is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes with methodologies such as Monte Carlo simulations, providing advisory services without individual security recommendations as part of the standalone planning program.

Luis Pineda is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones and Gordon Technologies LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Krampitz is a financial advisor with Edward Jones in Sealy, TX. He holds the CFP® designation and Series 66 license and has 15 years of industry experience, including over 16 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Clint Saurage is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Ruston Lohmeyer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018, with prior experience at Bank of America and Legacy Mutual Mortgage. J.P. Morgan Securities LLC 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 investment recommendations.