Pablo Salinas is a Financial Consultant currently working at Fidelity Investments since 2018. He has been involved in financial consulting and investment advisory roles since 2011, with previous experience as an Investment Consultant at Fidelity Investments from 2017 to 2018 and as a Financial Advisor at AXA Advisors from 2011 to 2017. Pablo collaborates with clients to build financial plans aimed at helping them work towards their life goals. He focuses on ensuring that clients understand and feel confident in their financial plans and futures.

Justin Dehn is a Vice President and Financial Consultant at Fidelity Investments. He has held various positions within the company since 2019, progressing from Financial Representative to his current role since 2025. Justin partners with clients through a collaborative planning approach, engaging in holistic discussions to understand their financial situations and unique preferences. This process enables him to create customized financial plans tailored to clients' financial and emotional goals, needs, and objectives. Outside of his professional work, Justin has interests in baseball, cars, fitness, golf, parenthood, and volunteering.

Michael Kelly II is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at J.P. Morgan Securities since 2016. His prior roles include positions at LPL Financial and Wells Fargo Clearing. Outside of his advisory work, he is a freelance high school softball umpire. 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 firm combines quantitative screening and qualitative research to support its non-discretionary advisory programs.

Harold Lesage Jr. is a financial advisor at Raymond James & Associates with 53 years of industry experience. He previously worked at UBS Financial Services for 41 years before joining Raymond James in 2026. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, providing financial planning and non-discretionary investment consulting across multiple portfolio management styles.

Laurie Miller is a CFP® and Series 66-licensed financial advisor with Edward Jones in The Woodlands, TX, bringing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lana Mavor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. She attended Southern Methodist University and North Carolina State University before beginning her career in financial services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Melber is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at The Fitzpatrick Group and Primerica. He is also a licensed life insurance agent with One America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Robert Arnold is a CFP® professional with 18 years of experience in the financial services industry, currently serving at Edward Jones since 2008. He holds a Series 66 license and is based in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Reed is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he is active as a guest evangelist at churches of Christ in the greater Houston area, serves on the board of a prostate cancer support group, and is a board member of the Houston chapter of the Stanford Black Alumni Association. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cara Lennon is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Merrill since 2007 and has been affiliated with Bank of America, N.A. since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karine Andriassyan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Edward Jones and Bank VTB. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Michael Goodwin is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior work at Mass Mutual Investors Services. Outside of his advisory role, he is co-owner of an LLC that provides tax-related services and volunteers as a coach with a local community organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management and utilizes proprietary model strategies under the Founders Gate Capital brand.

Wendy Allen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Oppenheimer & Co. Inc. She is currently an acting executor for her late mother's estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional clients, utilizing tailored non-discretionary planning supported by analytical tools and a range of advisory programs.

Caleb Zaborowski is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management, where he operates under the FSA designation. In his role, he provides investment guidance and wealth management services to clients. Caleb holds a Bachelor's Degree from Sam Houston State University. His professional focus is centered on delivering comprehensive financial solutions within the Merrill Lynch framework.

Samuel Dawson is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PwC and Mercer. Outside of his advisory role, he assists his spouse with events related to Rack N Roll Mahjong LLC, handling occasional income-related tasks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Scott Dean is a financial advisor with LPL Financial in Montgomery, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. 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 services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented through a large network of advisors.

Mark Herring is a CFP® professional with 38 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing for nine years and UBS Financial Services for eight years. He co-owns Harmony Wealth Management and has an ownership interest in a farm ranch through Fish-Crow LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with flexible implementation options and a variety of specialized planning services.

Casey Heathcott is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2011. He is based in Conroe, TX, and holds the Series 66 designation. Outside of his advisory role, Heathcott is a board member of Love Fosters Hope in The Woodlands, TX, where he contributes to the governance of the organization's stability and growth. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients across individual and institutional sectors. The firm offers a range of investment advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Blair Jennings is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served for over 29 years. In his role, Blair takes a consultative and objective approach to wealth management, working closely with clients to understand their financial situations, goals, and objectives. He develops personalized recommendations and strategies and assists with their implementation to help clients pursue their financial goals. Blair holds the Personal Investment Advisor (PIA) designation and is a specially qualified Portfolio Manager. He manages discretionary portfolios using his own Personalized or Defined Strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Blair is a graduate of Baylor University.

Todd Shelley is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 10 years with Edward Jones. Shelley is based in The Woodlands, TX. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.