Jessica Gagne is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves a broad client base that primarily includes 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 a combination of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

Duran Dismore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 2004. He holds a B.S. in Finance from Elmhurst College. Duran has earned the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, and holds FINRA registrations including Series 7, 31, 66, 9, and 10. As a specially qualified Senior Portfolio Advisor, Duran provides traditional advice and guidance while building and managing custom investment strategies, including the selection from Merrill model portfolios and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Duran's areas of focus include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, managing new wealth, and retirement income. He has received recognition on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and 2022, and on the 2026 Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists. He resides in Montgomery, Texas with his wife and two children. Outside of work, Duran enjoys golfing, spending time with his family, and traveling.

Dawn Schricke is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Merrill in 2015, she worked at Ameriprise and Morgan Stanley. Outside of her advisory role, she owns a rental property unrelated to her client work. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Wentzler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has worked at Woodforest Wealth and Woodforest National Bank since 2015 and has been associated with Greene Wentzler Wealth since 2021. Wentzler is also vice president of Wentzler & Decker Wealth, a support company operating under his team name. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and uses analytical tools such as risk profiling and probabilistic modeling to tailor recommendations, supporting client implementation through various advisory programs.

Jacklyn Tobin is the Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads and collaborates with financial professionals to help clients develop personalized financial plans aimed at strengthening their financial well-being. She has worked with Fidelity Investments since 2014, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative I, Workplace Planning & Guidance Consultant, and Financial Representative. Throughout her career at Fidelity, Jacklyn has gained extensive experience in financial planning and client relationship management. Her expertise encompasses guiding clients through financial strategies tailored to their individual needs. Outside of her professional responsibilities, she engages in interests such as cooking and baking, family activities, golf, music, parenthood, and softball.

Denise Westbrook is a financial advisor with Merrill in The Woodlands, TX, holding Series 63 and Series 66 designations and with 29 years of industry experience. She previously worked at Oppenheimer for 15 years before joining Merrill in 2022. Outside of her advisory role, she serves as an executor and holds power of attorney responsibilities for a private entity. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Josh Pena is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals, values, and lifestyle. He employs a collaborative and holistic planning approach to help clients make informed decisions aimed at achieving financial independence and long-term peace of mind. Josh has been with Fidelity Investments since 2014, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, Investment Solutions Representative, and High Net Worth Associate. His extensive experience at Fidelity has provided him with a thorough understanding of financial planning and investment strategies. Outside of his professional work, Josh's personal interests include fitness, golf, reading, and snowboarding.

Stephen Benotti is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Benotti has a 25% ownership stake in Sure Fine Markets, an investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Craig Tomasek is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in The Woodlands, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Rondon 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 LLC, JPMorgan Chase Bank, N.A., and BBVA Securities Inc. prior to his current role in The Woodlands, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to a range of strategies, including those with ESG considerations.

Daniel Brooks is a financial advisor with Charles Schwab, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Edward Jones, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operational resources.

Amber Seiler is a financial advisor at J.P. Morgan Securities with 16 years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan in 2026, she worked at Bank of America and Merrill for ten years. Outside of finance, she has been involved in photography and beauty-related ventures, including Amber Rae Photography and Colors of Amber Makeup. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible investment strategies.

Duncan Sandiland is a financial advisor at Cetera with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Avantax and its related entities for over two decades prior to joining Cetera. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management.

Rod Rizile is a Financial Consultant with experience at Fidelity Investments, where he held various roles including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2019 to 2025. His professional background encompasses a range of responsibilities related to investment consulting, financial planning, and client relationship management. Rod's approach to financial planning is centered on understanding clients' unique financial goals. He emphasizes listening attentively and analyzing specific needs to develop personalized investment strategies aligned with long-term objectives. Outside of his professional work, Rod has personal interests in fitness, food, football, museums, and traveling.

June Stanton is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses. She has 6 years of industry experience and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements with employers.

Stephen Eggert is a financial advisor with Edward Jones in Conroe, TX, holding the ChFC® and Series 66 designations and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various educational roles, including positions with the Orange County Department of Education and multiple school districts. He also serves as an online instructor mentor for the Orange County Department of Education’s Career Tech Ed teacher credentialing program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Clifford Ely Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice along with investment manager searches and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its regulatory registrations and affiliated entities.

Michael Beck is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. In his role, he focuses on understanding clients' family dynamics and their intentions for managing their wealth, engaging regularly with them throughout their financial planning journey. Prior to his current position, Michael held various roles at Fidelity Investments, including Planning Consultant from 2021 to 2025, Relationship Manager from 2018 to 2021, and Financial Representative from 2017 to 2018. Through these positions, he has accumulated experience in financial planning and client relationship management. Outside of his professional commitments, Michael is involved in family activities and enjoys fishing, gardening, kayaking, and volunteering.

Bryan Vaughn is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2024. He has two years of industry experience and previously held positions at Lonestar College, 3L Energy Solutions, and Nabors Drilling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Darwin Pressley Jr. is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a short-term rental beach house in Galveston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.