Timothy Bonura II is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products through Primerica Mortgage, LLC, and refers clients part-time for home security and automation services via a related affiliate. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies from third-party asset managers and supports trade execution and custody through Pershing, focusing on client advisory services rather than institutional portfolio management.

Matthew Legg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Bank of America and held positions in various retail and service roles. 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 range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Britt Ester is a financial advisor with Ameriprise in Dickinson, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is employed at DGW Worldwide, LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team.

Ty Pratt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, he was briefly with Kestra Financial, Inc. and worked for Caddo Parish Schools/Louisiana State University for ten years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and economic modeling.

David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Kasadi New is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones. Kasadi has held roles at Edward Jones since 2017, with a brief tenure at Woodmen of the World Life Insurance Society, and has prior work experience in the food service industry. Outside of advisory work, Kasadi has provided food delivery services through Door Dash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of advisors and branches nationwide.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Scott Shea is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

Joshua Nuss is a financial advisor with Edward Jones in Dickinson, TX, holding a Series 66 designation. He has one year of industry experience, having spent over two decades at Albertsons Companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Erica East is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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 strategies developed by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Charles Bocock is a financial advisor at Ameriprise in Webster, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he worked for H-E-B Grocery Company LP for seven years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.