David Mc Lellan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Blackhawk Energy, AEGIS Hedging, and Conroe ISD, among others. 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.

Madeleine Mc Gill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked six years at LyondellBasell and has experience in both the automotive industry and academia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Lucas Sealy is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tamara Johnson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as Assistant Financial Secretary for Alpha Gamma Alpha Omega, a community service organization. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

V. Fisher Jr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member for Harbour Town Association, providing governance support. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Austin Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Equitable Advisors. He has also served in advisory capacities at 49 Wealth Management and is involved in fixed insurance sales through 49 Financial and the Financial Independence Group. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians, with both discretionary and non-discretionary management options and proprietary model strategies under the Founders Gate Capital brand.

Erich Kelley is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in selling trading cards and operates a budgeting service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

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 with Raymond James & Associates in The Woodlands, TX, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. His prior roles include positions at BBVA, JPMorgan Securities, and Mutual of Omaha. Outside of his advisory work, he and his wife manage Skilton Household LLC, a business established to oversee household contractors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, drawing on various portfolio management styles supported by affiliated research and model managers.

Pamela Tipton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Edward Jones for 14 years before joining Woodforest National Bank and Woodforest Wealth in 2025, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling and supports a large network of advisors and affiliated firms.

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.

Isaac Noble is a Series 66-registered advisor at J.P. Morgan Securities with one year of experience in his current role. He has been with JPMorgan Chase Bank, N.A. since 2018 and previously worked at Shelby Savings Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

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 at Merrill with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Bank of America, N.A. since 2012 alongside his role at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Helmer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2005 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Daniel Ayala Jr. is a financial advisor with OSAIC based in Tomball, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Royal Alliance and SF CICADA LLC since 2015. Outside of advisory work, he serves as a registered assistant and supervision delegate for SF CICADA LLC, assisting with regulatory oversight. OSAIC serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced risk assessment and rebalancing tools.