Joseph Klein is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Charles Schwab, LPL Financial, and Mass Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Gagne is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves a broad client base that primarily includes 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 a combination of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

Duran Dismore is the Senior Resident Director and Wealth Management Advisor at Merrill. He began his career at Merrill in 2004 after graduating from Elmhurst College with a Bachelor of Science in Finance. He holds the Chartered Financial Consultant® (ChFC®) designation and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Duran has extensive experience as a Senior Portfolio Advisor, providing traditional financial advice and guidance. He helps clients pursue their objectives by building and managing custom investment strategies and selecting from Merrill model portfolios and third-party investment options. He is authorized to manage investment strategies on a discretionary basis through Merrill's Investment Advisory Program. His client focus areas include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, defined benefit and defined contribution plans, legacy planning, managing new wealth, and retirement income. Duran resides in Montgomery, Texas with his wife, Tara, and their two children. He enjoys golfing, spending time with his family, and traveling. He has been recognized on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and 2022, as well as the 2026 Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists.

Dawn Schricke is a financial advisor with Merrill in The Woodlands, TX. She holds a Series 66 designation and has 13 years of industry experience, including 11 years with Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Andrew Wentzler is a financial advisor with Raymond James Financial Services Advisors and holds Series 65 and Series 63 licenses. He has 12 years of industry experience and has worked with Woodforest Wealth and Woodforest National Bank since 2015. He is also vice president of Wentzler & Decker Wealth, a support company associated with his team. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers tailored, primarily non-discretionary advisory services with a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Jacklyn Tobin is the Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads and collaborates with financial professionals to help clients develop personalized financial plans aimed at strengthening their financial well-being. She has worked with Fidelity Investments since 2014, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative I, Workplace Planning & Guidance Consultant, and Financial Representative. Throughout her career at Fidelity, Jacklyn has gained extensive experience in financial planning and client relationship management. Her expertise encompasses guiding clients through financial strategies tailored to their individual needs. Outside of her professional responsibilities, she engages in interests such as cooking and baking, family activities, golf, music, parenthood, and softball.

Denise Westbrook is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Oppenheimer for 15 years before joining Merrill in 2022. Outside of her advisory role, she serves as an executor and holds power of attorney responsibilities through a personal non-investment business entity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s integration with Bank of America’s platform allows access to a wide range of financial products and services.

Josh Pena is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals, values, and lifestyle. He employs a collaborative and holistic planning approach to help clients make informed decisions aimed at achieving financial independence and long-term peace of mind. Josh has been with Fidelity Investments since 2014, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, Investment Solutions Representative, and High Net Worth Associate. His extensive experience at Fidelity has provided him with a thorough understanding of financial planning and investment strategies. Outside of his professional work, Josh's personal interests include fitness, golf, reading, and snowboarding.

Nathaniel Ervin III is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been associated with Primerica Advisors since 1996 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and non-investment referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisor-supported recommendations, overseeing approximately $15.5 billion in assets under management.

Stephen Benotti is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a 25% ownership stake in Sure Fine Markets, an investment-related business in League City, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Valentina Everhart is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and with Raymond James Financial Services, Inc. since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory and implementation-support services rather than discretionary management.

Craig Tomasek is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in The Woodlands, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ted Oliver Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Stifel Independent Advisors. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage and insurance services, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Louis Mattaliano is a financial advisor with Raymond James Financial Services Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Raymond James and affiliated entities since 2009. Outside of his advisory role, he is involved as a limited partner in the Mattaliano Family LP and a member of Memorial Equities, LLC. 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 provides tailored financial planning and non-discretionary investment consulting, utilizing a broad range of implementation options and supported by extensive research and institutional resources.

Anaydi Kashuba is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Citibank, as well as multiple roles within JPMorgan Chase and J.P. Morgan Securities. 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 applying an ESG eligibility framework in their recommendations.

Michael Rondon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Dustin Creager is a Series 66-licensed financial advisor with Edward Jones in Spring, Texas, where he has worked since 2018. He has eight years of industry experience and a prior 20-year career at Wal-Mart Stores Inc. In addition to his financial advisory role, he serves as a volunteer firefighter and District Chief with the Klein Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various market segments. The firm offers a range of investment advisory programs and maintains a large national presence with over 23,000 advisors and 15,000 branch offices.

Daniel Brooks is a financial advisor with Charles Schwab, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Edward Jones, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operational resources.

Amber Seiler is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes ten years at Bank of America and Merrill. Outside of her advisory career, she has been involved in several entrepreneurial ventures, including Amber Rae Photography and Colors of Amber Makeup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Duncan Sandiland is a CFP® and ChFC® with 28 years of industry experience. He is currently affiliated with Cetera and has an extensive background that includes over two decades with Avantax Advisory Services and related firms. Sandiland also operates Sandiland Financial Solutions, providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.