Anibal Miatello is a Senior Financial Advisor with Merrill Lynch Wealth Management in The Woodlands, Texas. He collaborates with clients to define, pursue, and achieve their significant financial goals, offering guidance that helps clients make informed decisions and avoid costly errors. His approach emphasizes understanding each client's unique circumstances and priorities to develop personalized wealth management strategies. Anibal brings extensive experience to his role, having joined Merrill Lynch in 2014. Before this, he served as a Private Client Banker at J.P. Morgan Chase & Co for six years, advising high net worth clients on strategic financial solutions, and spent three years as a financial analyst in Chevron Corporation's Supply Chain Management Group. He holds FINRA Series 6, 7, 63, and 66 registrations and earned a bachelor’s degree from the University of Phoenix with dual focus in accounting and finance, supporting his analytical and numerical expertise. Fluent in English, Spanish, and Portuguese, Anibal is supported by a multidisciplinary team to deliver personalized service and long-term client relationships. He is married with three children and dedicates time to the American Cancer Society. His personal interests include fishing, photography, and traveling with family and friends.

David Green is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Isaac Noble is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience at JPMorgan Chase Bank, N.A. and Shelby Savings Bank. 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 guide fund and strategy recommendations.

David Zientek is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. Outside of advising, he is involved with ORDOS Tax Services as an Enrolled Agent and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Carson Nix is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lex Shinn is a financial advisor with Merrill in The Woodlands, TX, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011 and Bank of America, N.A. since 2012. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julianne Canterbury is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at various Morgan Stanley entities since 2007. Outside of her advisory role, she has participated as a volunteer in county polling activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations as part of its financial planning process.

Joe LeBrane is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He provides strategic financial guidance with a focus on proactive communication and personalized planning and investing approaches. Joe's work involves helping individuals and families make clear, disciplined financial decisions aligned with their long-term goals. Joe has extensive experience in the financial industry, having served as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, and a Financial Services Representative at Hancock Whitney from 2013 to 2015. Outside of his professional work, Joe has interests in fitness, culinary experiences, golf, parenthood, and traveling.

Negin Elmi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at Bank of America from 2019 to 2022 and has been with Fidelity since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages a range of discretionary and non-discretionary advisory services.

Edwin Decker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He has previously worked at Woodforest Financial Group and Wentzler & Decker Wealth and served in the US Army for ten years. Decker is also the owner and president of Lontex 14 LLC dba VetCor of Brazos Valley, a franchise business he is in the process of transferring. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, utilizing various analytical tools, and supports clients through its advisory programs and partnerships, including municipal advisory and SIMPLE IRA consulting services.

Collin Knapp is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes positions outside of finance such as with Longhorn Steakhouse and Trusted Capital Group. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining scale with an integrated service model.

Lance Lawrence is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations. Outside of his advisory role, he serves as a trustee and secretary for Liberty Independent School District in Liberty, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, fiduciary advisory services, and affiliated financial products.

Catherine Abbruscato is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 license and 15 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of her advisory role, she serves as president of ACRN Wealth Management, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model that incorporates a range of advisory programs and fiduciary services.

Juan Henao is a financial advisor with Thrivent Investment Management in The Woodlands, TX, holding Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and SerUP, as well as professional involvement with Universidad de San Buenaventura. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with clients able to integrate planning and managed-account services via its WealthPlan consolidated billing option.

Kristi Thomas is a CFP® and ChFC® affiliated with Edward Jones in Spring, TX, with 10 years of industry experience. She has worked at Edward Jones since 2016 and holds the Series 66 designation. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Travis Mc Farland is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials. He has been with J.P. Morgan Securities since 2026 and has additional experience at firms including Allied Wealth and Pattern Financial Group. Outside of advisory roles, he has involvement in other business activities such as Novus INS Group LLC and Golden Bear Lawns. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Theresa Printy is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lisa Wells is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and 26 years of industry experience. She previously worked at Morgan Stanley for five years and Merrill for 21 years. Outside of her advisory role, she manages rental real estate properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research to tailor client strategies.

Wesley Blankman is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2011. He partners with clients to develop comprehensive financial plans focused on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances and working collaboratively to create and implement individualized action plans based on their needs, preferences, and timelines. Wesley's experience at Fidelity Investments includes roles as Financial Consultant from 2014 to 2018, Investment Representative from 2012 to 2014, and Private Client Specialist from 2011 to 2012. Prior to joining Fidelity, he worked as a Senior Associate Consultant at BancVue, Ltd from 2008 to 2011. Outside of his professional work, Wesley enjoys biking, camping, family activities, golf, motorcycles, and parenthood.

Jordan Duncan is a Financial Consultant who partners with individuals and families to navigate financial decisions through personalized planning and clear, approachable guidance. Jordan focuses on education to help clients better understand their choices and the tradeoffs involved, working together to discuss goals, simplify complex topics, and develop strategies that reflect clients' priorities. Jordan's professional experience includes roles at Fidelity Investments, where Jordan worked as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Outside of work, Jordan has personal interests in cooking and baking, enjoys exploring food as a foodie, participates in social events with friends, and appreciates movies and music. Jordan is also involved in parenthood.