Negin Elmi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at Bank of America from 2019 to 2022 and has been with Fidelity since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages a range of discretionary and non-discretionary advisory services.

Edwin Decker is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodforest Financial Group and Wentzler & Decker Wealth. Outside of his advisory role, he is the president and owner of Lontex 14 LLC, a franchise territory operator under VetCor of Brazos Valley. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning tailored to client goals and supports municipal finance work through a unique affiliation with a municipal advisor.

Collin Knapp is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes positions outside of finance such as with Longhorn Steakhouse and Trusted Capital Group. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining scale with an integrated service model.

Makanjila De Almeida is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Mass Mutual, Bank of America, Merrill, Target, and Banco Angolano de Investimentos. He has had multiple tenures at Edward Jones, most recently since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Catherine Abbruscato is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2010 and was previously associated with Axa Advisors, LLC. Abbruscato is also the president of ACRN Wealth Management, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models delivered through a network of Investment Adviser Representatives.

Anne Spinks is a ChFC® professional with 41 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has operated her own independent insurance agency since 1995. Additionally, Ms. Spinks serves as an elder and committee member at First Presbyterian Church of Conroe. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Juan Henao is a financial advisor at Thrivent Investment Management in The Woodlands, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His work history includes positions at Thrivent Financial and SerUP, as well as a role at Universidad de San Buenaventura. 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 analyses and allows clients to combine planning with managed-account programs while keeping services distinct.

Kristi Thomas is a CFP® and ChFC® affiliated with Edward Jones in Spring, TX, with 10 years of industry experience. She has worked at Edward Jones since 2016 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Travis Mc Farland is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses. He has been in the industry since 2022, with prior experience at firms including Allied Wealth and Pattern Financial Group. Outside of financial services, he has been involved with Novus INS Group LLC since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and may incorporate ESG criteria.

Theresa Printy is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lisa Wells is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and 26 years of industry experience. She previously worked at Morgan Stanley for five years and Merrill for 21 years. Outside of her advisory role, she manages rental real estate properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research to tailor client strategies.

Wesley Blankman is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2011. He partners with clients to develop comprehensive financial plans focused on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances and working collaboratively to create and implement individualized action plans based on their needs, preferences, and timelines. Wesley's experience at Fidelity Investments includes roles as Financial Consultant from 2014 to 2018, Investment Representative from 2012 to 2014, and Private Client Specialist from 2011 to 2012. Prior to joining Fidelity, he worked as a Senior Associate Consultant at BancVue, Ltd from 2008 to 2011. Outside of his professional work, Wesley enjoys biking, camping, family activities, golf, motorcycles, and parenthood.

Jonathan Rodriguez is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Ameriprise, LPL Financial, and Chase Investment Services. Outside of his advisory role, he owns a construction and handyman business specializing in residential and commercial projects. Charles Schwab 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. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Karli Maddox is a Planning Consultant at Fidelity Investments, where she collaborates with clients to co-create plans aimed at strengthening their financial well-being. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience at Fidelity includes working closely with clients to understand their financial goals and developing strategies to help them achieve those objectives. Karli's professional journey reflects a focus on client engagement and financial planning. Outside of her professional work, Karli's interests include baseball, exploring food, social events with friends, hiking, parenthood, and traveling.

Ebele Gunn is a financial advisor at Thrivent Investment Management with four years at the firm and two years of industry experience. She previously worked for Dera Logistics Nig LLC for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, allowing clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Michael Jimenez is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lincoln Financial Securities, LPL Financial LLC, MassMutual, and USAA Financial Planning Services. Outside of advising, he hosts a daily podcast on sports and pop culture and serves as a referee for high school and middle school basketball games. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, supporting both discretionary and advisor-managed strategies.

James Mahdak Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing Services and A. G. Edwards & Sons. Outside of his advisory role, he is an independent contractor for Aventura LLC, a support company where he rents office space and uses their OSJ facilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Ryan Korenek is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked in various roles including at Axios Industrial Maintenance Contractors and Chicago Bridge and Iron. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Justin Mock is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including USAA Financial Planning Services, Valic Financial Advisors, and Way Engineering. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios.

Scott Brieger is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked in the insurance industry and has been involved with Faith Ministry since 2015, teaching Sunday School lessons to children. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.