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.

Raymond Leslie is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. 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 combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

James Mahdak Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in The Woodlands, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. He also serves as an independent contractor with Aventura LLC, a support company where he rents office space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by firm research and outside managers.

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.

Kevin Kusak is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Concourse Financial Group Securities Inc and operates Kusak Wealth Management, Inc., where he acts as president and financial advisor. Outside of financial services, Kusak is the owner and operator of a ranch under 4 Elks Ranch LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a diverse client base through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

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.

Salvatore Lobue is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His background includes roles at Wells Fargo Advisors and Metrostone Marble and Granite Corp. He has been affiliated with Brooklyn College since 2008. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Michael Mulloy is a financial advisor with Raymond James & Associates in The Woodlands, TX. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mulloy has been with Raymond James & Associates since 2016. Outside of his advisory role, he and his wife own a rental property used to support their son and his college peers at Texas A&M University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and public entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, offering access to firm-sponsored programs and institutional consulting services alongside extensive municipal and public finance capabilities.

Victor Mendoza is currently a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on understanding each client's unique financial needs and situations to collaboratively develop tailored financial plans. Prior to this, he held several roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Investment Solutions Representative II in 2025, and Investment Solutions Representative I from 2023 to 2025. Before joining Fidelity Investments, Victor worked as a Wealth Manager at Blue Maple Financial from 2021 to 2023 and as a Financial Representative at Equitable Advisors from 2020 to 2021. Outside of his professional responsibilities, Victor enjoys comedy, family activities, football, and reading.

Jaclyn Van Horn is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to her role at Edward Jones, she worked at Shipt Inc. and Unique Home Health Services, Inc. She is involved in multiple business activities, including serving as CFO for Van Horn Innovations, Inc. and Van Horn Dispatching, and providing customer service and quality assurance in hospitality at Courtyard Houston City Place. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Philip Bourgeois is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with corporate executives and their families to build financial plans designed around their individual needs, values, and goals. His approach to the planning process focuses on genuine client connections and building lifelong relationships centered around trust. Philip has held various positions at Fidelity Investments since 2010, including Vice President, Regional Planning Consultant - Executive Services, Vice President, Branch Leader, and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Philip's personal interests include fitness, golf, hiking, and playing musical instruments.

Terri Ferguson is a financial advisor with Wells Fargo Clearing in Huntsville, TX, holding a Series 63 designation and 26 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Hawn is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a soccer referee with the Texas Association of Sports Officials and the South Texas Soccer Referees. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Sean Mccullough is a Financial Advisor at Merrill Lynch Wealth Management, serving individuals and families from The Woodlands office since 2016. He focuses on client-centered wealth management by understanding their goals and providing support throughout various life stages. His approach integrates conversations about family, faith, and personal interests alongside financial planning. With a Bachelor of Business Administration in Finance from Texas State University, San Marcos, Sean holds the Personal Investment Advisor (PIA) designation. His expertise encompasses areas such as college education planning, equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, tax minimization, and retirement income strategies. Sean and his family reside in Kingwood, where they participate in activities such as church, ballet, jiu-jitsu, and fishing. He is involved in community organizations including the Coastal Conservation Association, Texas, Northeast Houston chapter, and Koinonia Life Group at United City Church. Additionally, he takes part in the River, Lakes, Bays 'N Bayous Trash Bash community initiative.

Reed Chumley is a financial advisor at Raymond James & Associates with the Series 66 designation and less than one year of industry experience. His prior work includes roles at Unleashed Athletics and various educational institutions. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance.

Keith Townsend is a financial advisor with Wells Fargo Advisors in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Wells Fargo Advisors in 2025. He is a 50% owner of Harmony Wealth Management Group LLC, a financial planning practice in Port Lavaca, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning niches.

Timothy Hickman is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. Since joining Merrill in July 2009, he has led a wealth management advisory group delivering a family office-like experience for high-net-worth private clients and corporate executives. His practice emphasizes risk and portfolio management, estate planning, tax minimization strategies, and wealth structuring tailored to the needs of affluent individuals and families. With over 30 years of experience in financial services, Timothy previously served as a Senior Vice President at UBS, where he specialized in executive financial planning for Fortune 500 company executives and managed stock benefit programs for corporate employee financial services teams. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and retirement income. Timothy holds a Bachelor's Degree from Lamar University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with Special Olympics Texas and enjoys reading, refereeing, and spending time with his family. His approach centers on integrity, collaboration, and care, guided by the principles of doing the right thing, telling the truth, and working hard for the clients he serves.