Michael Kelly II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016, and has operated his own practice since 2013. Outside of his financial career, he serves as a freelance high school softball umpire. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

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.

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 Series 66 licensed financial advisor with Edward Jones in Montgomery, TX, where he has worked for 10 years. He has additional experience working with the Klein Independent School District since 2015 and has served as an evangelist for churches of Christ since 1999. Reed is active in his community, serving on the board of directors for the Stanford Black Alumni Association Houston Chapter and participating in a prostate cancer support group. Edward Jones is a comprehensive wealth management firm serving over 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.

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 at Cambridge Investment Research Advisors with 22 years of industry experience. He has been with Cambridge since 2011 and holds Series 63 and Series 65 credentials. Outside of advisory work, Goodwin is a part-owner of Sterling Wealth Advisors and volunteers as a coach for Second Saturday in The Woodlands, TX. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options and proprietary model strategies, with a focus on tailored investment approaches and institutional-level support for advisors.

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 37 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked within the Wells Fargo organization in various capacities since 2009. Outside of his advisory role, Herring has a 50% ownership in Harmony Wealth Management and co-owns a farm ranch in Texas through Fish-Crow LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm combines customized planning and investment solutions with access to Wells Fargo’s research and referral channels.

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.

Sarah Seifert is a financial advisor with Raymond James Financial in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms, including Edward Jones and McLinden Financial, where she is also employed as a registered branch associate. 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 uses risk profiling and analytical tools to tailor non-discretionary investment consulting to client goals and supports municipal finance work through a unique affiliation with a municipal advisor.

Amlan Sahoo is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He helps individuals, families, and businesses achieve their financial goals through personalized wealth management strategies supported by the financial enterprise of Merrill and Bank of America. In his role, he leads the development and execution of financial plans and investment strategies across equities, fixed income, alternatives, and multi-asset portfolios. He combines macroeconomic and financial market insights with fundamental analysis to guide clients through complex financial markets. With a foundation in investment portfolio management, financial and investment analysis, economic analysis, asset allocation, investment selection, risk management, and financial planning, Amlan creates and executes performance-driven financial strategies. As a Portfolio Advisor, he also recommends individual or combined Merrill or approved third-party investment managers’ strategies, funds, or portfolios to help clients pursue their investment objectives. Amlan holds a Bachelor's degree from George Washington University and a Master of Business Administration from the University of Houston System. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Amlan is involved with the SKAI Foundation and is connected to Rice Tennis. He enjoys basketball, chess, golfing, soccer, and tennis.

Paul Hughston is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.