John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.

Duane Bolpa is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. In this role, he assists clients in developing long-term wealth plans and focuses on areas including college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, women and wealth, tax minimization, and retirement income. He aims to collaborate with clients to create personalized plans based on their life priorities, family, goals, and aspirations. Duane holds a Bachelor of Business Administration degree in Accounting and Finance from the University of Houston. He has been in the financial services industry for 22 years and has been with Merrill Lynch since 2007. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Duane serves as Chairman of the Board at Magnolia Creek Golf Club. His personal interests include golfing, cooking, music, dining out, and spending time with his family.

Adriana Penaloza is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. In addition, she has a business interest in JDAP Collection, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Stephen Gilley is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he is licensed as an insurance agent offering various insurance products including accident, health, disability, long-term care, and fixed/indexed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Joshua Krakowiak is a financial advisor with LPL Financial in Pasadena, TX, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at CUSO Financial Services, J.P. Morgan Securities, JPMorgan Chase Bank, Edward Jones, and earlier tenure at LPL Financial. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tracy Miller is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, Miller worked at K Street Retirement Partners and Cetera Advisor Networks, and has operated TMiller Financial LLC since 2006. Outside of advisory work, Miller is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Leslie Meyer is a financial advisor with Edward Jones in League City, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, Meyer gained experience through roles at Washington University in St. Louis and Texas Monthly. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Turrentine is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Her work history includes roles at Thrivent Financial, Empower Financial Group of America, and the Texas Association of Realtors. 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 covering a range of topics, delivered as standalone or ongoing engagements, without discretionary trading authority over client assets.

Andrew Bishara is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1991. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Ginger Davidson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates and R. W. Baird & Co. Inc. prior to her current role. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared with many institutional advisory programs.

Mahesh Desai is a financial advisor at OSAIC with 32 years of industry experience and holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at SagePoint Financial and MSI Financial Services, Inc. He also operates a CPA sole proprietorship and volunteers with the CFA Society Houston, assisting with speaker coordination, mentoring, and financial literacy initiatives. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Ian Reutelhuber is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and helps develop customized plans tailored to their unique needs. He emphasizes building strong relationships with clients founded on reliability, integrity, and competency. Ian has been with Fidelity Investments since 2015, progressing through various roles including Workplace Planning Consultant, Client Management Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position. His experience encompasses client management and financial consulting within the firm. Outside of his professional role, Ian enjoys family activities, reading, tennis, and traveling.

Phuong Doan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. In addition to her advisory role, she is an IRS Enrolled Agent providing tax preparation services and also assists with tax preparation at V.V. Babukutty. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and consulting services.

Anh Dieu is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 65 licenses. Anh has two years of experience at J.P. Morgan Securities and Jpmorgan Chase Bank, following a ten-year tenure at Wells Fargo Bank, NA. 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 advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Diamantina Araujo is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2011, and was employed at Ascension Press from 2012 to 2018. Outside of her advisory role, she serves as a notary public and volunteers as a monitor for court-ordered child visitations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based tiered wrap fee structure.

Mark Smith is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Cetera Advisors LLC since 2013, including his current role starting in 2024. Outside of his advisory work, he owns and operates insurance-related businesses focused on property and casualty insurance as well as fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Gabriel Pena is a financial advisor with J.P. Morgan Securities in Sugar Land, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, as well as positions at PFS Investments Inc/Primerica Financial and New York Life. 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 integrates quantitative and qualitative research, and it maintains regulatory registrations that support broader derivatives and commodities capabilities.

Charles Rizzo is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and additional services such as a trust company and securities-based lending.

Shane Stephens is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients to develop financial plans that align with their individual goals and needs, and assists in implementing these plans through appropriate investment strategies. Shane's experience at Fidelity Investments spans several roles, including Financial Representative in 2022, Investment Consultant from 2023 to 2024, and Financial Consultant from 2024 to the present. Outside of his professional work, Shane has personal interests in baseball, fishing, football, golf, kayaking, and spending time with pets.

Jennifer Robbins is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments, BBVA Securities Inc, Morgan Stanley, SWBC Investment Services, and Capital One Investing. Outside of advising, she has explored real estate opportunities through an ownership interest in Next Adventure Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment strategies supported by a large network of financial advisors and branch offices nationwide.