Brett Bean is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance, and Northwestern Mutual. Before entering the financial industry, he worked at Montgomery Independent School District for thirteen years. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Nathan Bell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Charles Sanford is a financial advisor with Ameriprise in Montgomery, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Sanford serves on the Board of Directors for the Montgomery ISD Education Foundation. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Caleb Clark is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in the education sector with Cameron Independent School District and was involved with the American Football Coaches Association. 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, supported by a large network of financial advisors and branch offices nationwide.

William Johnson is a financial advisor with OSAIC in The Woodlands, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include a decade at SagePoint Financial and ongoing positions at Attwood Holdings, Inc. and various insurance carriers. He is also affiliated with Harman Wealth Management as a financial advisor. OSAIC serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and advisory services through a wide network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Devin Thurmond is an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience in financial services since 2023. Before joining Fidelity, Devin worked as a Financial Services Representative at E*TRADE From Morgan Stanley in 2022 and 2023. Devin approaches investment consulting with a focus on preparation, clear planning, and disciplined execution. He collaborates with clients to understand their short and long-term goals and develops customized financial plans tailored to their needs. Outside of his professional responsibilities, Devin engages in family activities, fitness, football, yoga, and social events with friends.

Roman Rodriguez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Citigroup Global Markets, and Citibank. Rodriguez has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities through a non-discretionary program.

Carrie Lujan is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Trustmark Financial Services. Lujan serves as a board member and finance committee member for Leadership Montgomery County, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

John Baker is a financial advisor with Edward Jones in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Taylor Cochran is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work history includes roles at AGIA and VALIC Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Megan Waters is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and five years of industry experience. She has been with UBS since 2016 and also performs bookkeeping for her husband's automotive performance shop outside of her advisory role. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a range of capital markets solutions.

James Lyon III is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 63 designation and 34 years of industry experience. Prior to joining LPL Financial in 2002, he worked at Waddell & Reed for nine years. He is involved in outside sales of non-variable insurance and operates a wealth management business under the name WWB Woodlands Wealth Builders. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of substantial discretionary assets.

Terry Karch is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2009, following nine years at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Marcus Gilbert is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including UBS Financial Services and Wells Fargo, before joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Connor Pittman is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he provides financial strategies designed to help clients stay on track to achieve their individual financial goals. He manages custom investment strategies on a discretionary basis, selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Connor serves as a resource for clients in areas including general investing, retirement planning, college education planning, executive compensation, legacy planning, and more. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Connor works closely with clients to discuss their goals and provide ongoing advice as their needs evolve. He holds a Bachelor's Degree from the Texas A&M University System and has earned the Personal Investment Advisor (PIA) designation. Connor resides in The Woodlands, Texas, with his wife and son, where they are active members of their church. In his free time, he enjoys golfing, hunting, and fishing.

Kit Vick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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 options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brittney Stephens is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and investment adviser.

Antonia Teneyuque is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.