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 at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Royal Alliance and SF CICADA LLC since 2015. He also serves as a registered assistant and supervision delegate with SF CICADA LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles and third-party platforms.

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 with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He has previously worked at Woodforest Financial Group and Wentzler & Decker Wealth and served in the US Army for ten years. Decker is also the owner and president of Lontex 14 LLC dba VetCor of Brazos Valley, a franchise business he is in the process of transferring. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, utilizing various analytical tools, and supports clients through its advisory programs and partnerships, including municipal advisory and SIMPLE IRA consulting services.

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 Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Conroe, TX, where he has worked since 2023. His prior roles include positions at Bank of America, Merrill, Mass Mutual, and Banco Angolano de Investimentos. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of wealth levels. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Catherine Abbruscato is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 license and 15 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of her advisory role, she serves as president of ACRN Wealth Management, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model that incorporates a range of advisory programs and fiduciary services.

Anne Spinks is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has operated Anne N. Spinks CLU, CHFC since 1995. Outside of her advisory role, Spinks serves as an elder and committee member at First Presbyterian Church of Conroe. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing model-based and discretionary or non-discretionary portfolio strategies under various custody and platform arrangements.

Juan Henao is a financial advisor with Thrivent Investment Management in The Woodlands, TX, holding Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and SerUP, as well as professional involvement with Universidad de San Buenaventura. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with clients able to integrate planning and managed-account services via its WealthPlan consolidated billing option.

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 credentials. He has been with J.P. Morgan Securities since 2026 and has additional experience at firms including Allied Wealth and Pattern Financial Group. Outside of advisory roles, he has involvement in other business activities such as Novus INS Group LLC and Golden Bear Lawns. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

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 designations and has worked at firms including TD Ameritrade and Ameriprise Financial Services. Outside of his advisory role, he owns a small construction business specializing in residential and commercial handyman and remodeling services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

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 the Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities, LPL Financial, MML Investors Services, and Mass Mutual. Outside of advising, he hosts a daily podcast focused on sports and pop culture and serves as a referee for high school and middle school basketball games. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and investment solutions across multiple platforms and account types.

James Mahdak Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. He is involved as an independent contractor with Aventura LLC, where he rents office space and utilizes their services as his OSJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.

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.