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 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco Advisers, Inc. and Edward Jones. Outside of his primary role, he has been involved with RLK Phoenix Enterprises LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria within a broad range of eligible strategies.

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 at Merrill Lynch Wealth Management with over 15 years of experience in the financial services industry. She specializes in comprehensive wealth management and advanced planning strategies, including retirement planning, wealth transfer and legacy planning, education funding, and asset protection. Renee holds a Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Klein High School and an Associate's Degree from North Harris Montgomery County College. Her client focus areas encompass college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Outside of her professional work, Renee spends time enjoying personal interests such as camping, gardening, hiking, knitting and crocheting, music, reading, traveling, and spending time with her family.

Michael Pinkley is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Linsco Private Ledger since 2004 and at UBS Financial Services from 1991 to 2004. Pinkley also operates a wealth management business under the name Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of over 22,800 advisors.

Cassidy Wilson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning engagements focused on topics such as retirement, income tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing approach, while keeping planning and portfolio management services separate.

Seth Bailey Dudley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and AIG Retirement Services. 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. The program combines quantitative and qualitative research with forward-looking capital market assumptions to support its recommendations.

Joshua Vessell is a Senior Vice President and Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, business owners, and organizations to develop customized investment and financial strategies based on clients' objectives, risk profiles, and broader financial circumstances. His approach emphasizes strategic asset allocation, disciplined investment selection, diversification, tax awareness, and ongoing risk management. Joshua holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He earned his high school diploma from The Woodlands College Park High School and attended Houston Baptist University without receiving a degree. Outside of his professional work, Joshua enjoys cooking, running, spending time with his family, and traveling.

Dylan Dalpedri is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining the financial sector, he held roles at Pendle Hill Advisors and worked in the food service industry, including at Fajita Jack's Tex-Mex Bar and Grill and Papa John's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, supporting a range of investment vehicles and employing systematic methodologies and long-term asset allocation benchmarks.

Janet Bryant is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior experience includes roles at Prudential Equity Group, LLC, and Wells Fargo Clearing. She serves as a trustee for a friend's trust in Birmingham, Michigan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with various financial products and referral channels.

Donato Martone is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Bank of America. Outside of his advisory role, he is involved administratively with RCM Anesthesia LLC and is authoring a book. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Braden Witham is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and has held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its work with registered investment companies, use of AI-driven methodologies, and role in developing model portfolios for Fidelity Institutional Wealth Adviser.

Diego Berrocal Dejo is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his financial career, he is involved in organizing pickleball tournaments. 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 management supported by a large-scale, integrated operational structure.

Mark Pond is a CFP® with 23 years of experience in financial advisory, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Raymond James & Associates and manages his own entities, MAP Wealth Management LLC and Pond Wealth Management. He is a volunteer member of the Finance Committee at Frassati Catholic High School in Spring, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a related municipal advisor.

Lee Gibson is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously spent 12 years at Concourse Financial Group Securities Inc. In addition to his advisory role, Gibson is involved in manufacturing and sales of a proprietary design product under a commission agreement. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kari Ruchti is a Series 66 licensed financial advisor with Morgan Stanley in The Woodlands, TX, and has three years of industry experience. Prior to joining Morgan Stanley, she worked in health system services and mental health organizations. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved planning tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various advisory programs, including corporate financial planning agreements.

Valerie Avila is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at J.P. Morgan Securities since 2018 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

Brent Mitcham is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. He previously worked at Concourse Financial Group Securities Inc for nearly a decade and operates his own financial planning business, Strategic Financial Advisors. In addition to advising, he is involved in managing business operations and estate planning through Mitcham Advisors LLC and offers life, fixed annuity, and health insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with access to affiliated and third-party money managers.

Joshua Heard is a financial advisor with UBS Financial Services who holds a Series 66 designation and has five years of industry experience. Prior to joining UBS in 2021, he worked in various roles including positions at The University of Texas at Austin and DS Recreational Services, Inc. He is based in The Woodlands, TX. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm integrates proprietary research and institutional trading capabilities with wealth management offerings.