Donald Kainer is a financial advisor with LPL Financial in Conroe, TX, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a wide range of advisory and brokerage services with various investment programs and portfolio management options.

Jagger Newton is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL and PCC Wealth Partners, he was involved in several businesses including restaurants and food processing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Darcy Mclinden is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Raymond James in 2019. Outside of his advisory role, he is also an insurance agent with EMG Insurance Brokerage. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and implementation support through various account types and affiliated resources.

Richard Brown is a financial advisor at Cetera with eight years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Raymond James Financial Services Advisors, Inc. and VALIC Financial Advisors, Inc. His professional background spans multiple firms within the financial services industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment managers.

Elec Presnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2017. He specializes in holistic wealth management, financial strategies, retirement planning, portfolio management, and client-focused areas such as family wealth management strategies and managing new wealth. Elec holds a Bachelor of Arts degree in English from Covenant College. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elec emphasizes the importance of understanding each client's individual needs and goals to develop personalized wealth management plans, leveraging resources from Merrill Lynch Wealth Management and the experience of the PSMC Group. Outside of his professional career, Elec has personal interests in golfing, hunting, and reading. He is also involved in community service through his leadership role with Project 52, a community improvement organization affiliated with his church.

Dylan Landry is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on providing financial planning guidance tailored to each client's unique financial goals, priorities, and preferences. Prior to his current role, Dylan held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Customer Relationship Advocate, gaining a broad range of experience in client relationship management and financial planning. Dylan holds insurance licenses in Arkansas and California, which support his work in delivering comprehensive financial advice. Outside of his professional responsibilities, he enjoys activities such as fishing, fitness, football, golf, outdoor adventures, and spending time with pets.

Jacob Burlison is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked for Russell and Smith Ford, Inc. from 2017 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Andrew Ruzicka is a CFP® with 22 years of industry experience, currently serving clients at LPL Financial since 2004. He holds a Series 63 license and operates out of Spring, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Laurie Mclaughlin is a financial advisor with Raymond James Financial in The Woodlands, TX, holding a Series 66 designation and 14 years of industry experience. Her work history includes roles at Woodforest National Bank and various Raymond James entities dating back to 2009. She also serves as a Program Operations Coordinator for Woodforest Wealth. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by firm research and a broad affiliate network.

Dean Harman is a CFP®-certified financial advisor with over 32 years of industry experience. He is currently with OSAIC and previously worked at SagePoint Financial, Inc. and runs Harman Asset Management, LLC. Outside of financial advising, he is a cofounder of Alphalytics Research, which provides economic research services, and is the author of the book *Win By Not Losing*. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Michael Hempfling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995, initially working in securities regulatory supervision before joining Merrill Lynch. His role involves providing investment advisory services and portfolio management to individuals, families, and business owners. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and is certified as a Senior Portfolio Advisor through Merrill Investment Advisory Program. He has also completed the Series 63 and Series 65 regulatory exams. His expertise includes retirement planning, investment strategy development, portfolio management, and wealth preservation. He earned both a Bachelor's degree in Mathematics and a Master's degree in Business Administration from the University of Missouri. In addition to his professional experience, Michael is a United States Army Veteran. Outside of work, he enjoys cooking, football, soccer, traveling, and watching movies.

Jonathan Parr is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for Flowserve Corporation for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Matthew Kogler is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Invesco Advisers, Advised Assets Group, and JP Morgan Chase Bank. From 2023 to 2025, he was involved with RLK Phoenix Enterprises 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, delivering services on a non-discretionary basis.

James Egan is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade in various roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational capabilities.

Frederick De Groot is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Based in Houston for the past 20 years, he specializes in executive compensation, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Frederick applies a disciplined and balanced approach to portfolio management, helping clients navigate market volatility and focusing on strategies tailored to their unique financial goals. Frederick holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from LaSalle University and his MBA from The University of Chicago Graduate School of Business. His extensive experience includes working with corporate executives and professionals through various economic climates, emphasizing proactive communication and accountability. Outside of his professional work, Frederick enjoys reading, running, and spending time with his family. He is involved in community organizations including EYBL Basketball, The John Cooper School, Texas Torque, and The University of Chicago.

Renee Weston is a Financial Advisor with over 15 years of experience in the financial services industry, currently working with Merrill Lynch Wealth Management. She specializes in comprehensive wealth management and advanced planning strategies, including retirement planning, wealth transfer and legacy planning, education funding, and asset protection. Renee works closely with clients to develop personalized financial plans aligned with their individual goals, values, and visions for the future. She holds the designation of Personal Investment Advisor (PIA) and has an educational background including a High School Diploma from Klein High School and an Associate's Degree from North Harris Montgomery County College. Renee is committed to building lasting relationships by providing thoughtful guidance and helping clients make informed financial decisions throughout different stages of life. As a mother of three young adult children, Renee understands the importance of planning ahead and creating financial security for future generations. She is dedicated to assisting clients in building, preserving, and transferring wealth in ways that reflect their priorities.

Cassidy Wilson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. Wilson has worked with Thrivent Financial since 2020 and has been associated with Thrivent Investment Management Inc. since 2019. Prior to that, Wilson was with Sarah E Davis - Thrivent from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning focused on a range of topics, delivered either on a one-time or ongoing basis, without including implementation of recommendations.

Seth Bailey Dudley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and AIG Retirement Services. 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 recommendations.

Michelle Engalla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been associated with Jpmorgan Chase Bank, N.A. since 2008. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joshua Vessell is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In his role, he works closely with clients to define their financial goals and develop personalized portfolio strategies designed to help them pursue long-term objectives. He provides ongoing advice and adapts client portfolios as their situations evolve. Joshua's expertise includes executive compensation, investment consulting for defined contribution plans, individual and corporate investment strategies, and retirement income planning. He focuses on understanding clients' priorities and delivers recommendations supported by data and research, emphasizing disciplined financial planning and investment management. He holds a Personal Investment Advisor (PIA) designation. Joshua earned a High School Diploma from The Woodlands College Park High School and attended Houston Baptist University without receiving a degree. Outside of his professional work, he enjoys cooking, running, spending time with his family, and traveling.