Madison Stone is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2025, Madison worked at Thrivent Financial and Thrivent Investment Management Inc. from 2023 to 2025, and has experience with Wells Fargo Clearing Services and TD Ameritrade. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mc Gill is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive and coffee industries, including positions at Sewell Automotive Companies and Lupa's Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and offers diverse managed solutions, separately managed accounts, and affiliated mutual funds through a nationwide network of advisors and branches.

Joseph Zurfley is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 credentials and with 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, Charles Schwab, and TASO Houston Chapter. Outside of advising, he serves as a high school and NCAA baseball umpire and is the executive director of HTX Boat Charters LLC, a boat rental and leasing business. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Lauri Camden is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 20 years of industry experience, including 16 years at Morgan Stanley Smith Barney. Outside of her advisory role, she is the owner of an essential oil business inherited from a family friend. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through specialized affiliations.

Tulin Harvey is a Financial Advisor at Merrill Lynch Wealth Management, dedicated to assisting individuals and families in making informed financial decisions. She focuses on understanding clients' priorities to develop personalized financial strategies that address short-, medium-, and long-term goals. Her areas of expertise include college education planning, corporate benefits, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Tulin holds a Bachelor's Degree from Sam Houston State University and carries the Personal Investment Advisor (PIA) designation. She is fluent in English and Turkish and is involved professionally with the Greater Houston Women's Chambers of Commerce and The Woodlands Women's Tennis League. Her commitment to community service is reflected by her previous role on the NorthGrove Social and Welcome Committee. In supporting her clients, Tulin collaborates with Bank of America specialists to provide comprehensive banking, lending, home financing, and small business solutions. She emphasizes open and transparent communication with a focus on building relationships based on trust and mutual understanding.

Kyle Baker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Relationship Banker at JPMorgan Chase & Co from 2022 to 2024 and as an Account Executive at Goosehead Insurance in 2022. In his role as Financial Consultant, Kyle partners with clients to understand their short and long-term financial goals and helps to construct financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional work, Kyle has interests in cars, food, football, traveling, and volunteering.

Jason Peterson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Merrill. He serves as co-trustee for his father's trust in Pitsford, NY. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

James Allen is a financial advisor with Edward Jones in Montgomery, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Julio Castillo Cuevas is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Primeway Federal Credit Union. 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 investment strategies to individuals, high-net-worth clients, and institutional investors.

Regan Henry is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2018. Prior to that, he was self-employed for four years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Arnold is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served 14 years in the United States Coast Guard. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Ashley Fitts is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Belk and Convergys. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and is notable for its use of algorithmic methods, formal advisory roles to registered investment companies, and established governance procedures.

Garret Story Sealey is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and AXA Advisors, LLC. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies for diversified model portfolios.

Jacob Bazzrea is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior firms include Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is engaged as an AI tutor in San Antonio, TX. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning services, and a range of insurance and lending products.

Brooks Nelson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and served on active duty with the U.S. Air Force from 2014 to 2017. Nelson holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and including capabilities in derivatives and commodities.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, SagePoint Financial, and Harman Asset Management. He serves as Vice President on the board of a local homeowners association in a volunteer capacity. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a diverse range of program options.

Christopher Garcia is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Raymond James in 2026, he worked at UBS Financial Services for five years and held various positions at JPMorgan Chase and its affiliated entities from 2016 to 2021. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Athena Squyres is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate firms since 2014. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining accounts within Ameriprise-managed portfolios.

Steven Wohlschlaeger is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 17 years. His other business activities include a role as an associate at Woodforest Wealth in Conroe, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network.

Rita Swann is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Her prior roles include positions at Morgan Stanley, Next Financial Group, and TransAmerica Financial Advisors. Outside of her advisory work, she manages a personal trust as a trustee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services and implements a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.