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 at J.P. Morgan Securities with 16 years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan in 2026, she worked at Bank of America and Merrill for ten years. Outside of finance, she has been involved in photography and beauty-related ventures, including Amber Rae Photography and Colors of Amber Makeup. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible investment strategies.

Duncan Sandiland is a financial advisor at Cetera with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Avantax and its related entities for over two decades prior to joining Cetera. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management.

Rod Rizile is a Financial Consultant with experience at Fidelity Investments, where he held various roles including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2019 to 2025. His professional background encompasses a range of responsibilities related to investment consulting, financial planning, and client relationship management. Rod's approach to financial planning is centered on understanding clients' unique financial goals. He emphasizes listening attentively and analyzing specific needs to develop personalized investment strategies aligned with long-term objectives. Outside of his professional work, Rod has personal interests in fitness, food, football, museums, and traveling.

June Stanton is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses. She has 6 years of industry experience and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements with employers.

Rachel Lewis is a financial advisor with Raymond James Financial in Spring, TX. She holds a Series 66 designation and has been with Raymond James since 2025. Lewis has over 20 years of experience as a bank branch manager at First Tech Federal Credit Union. 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stephen Eggert is a financial advisor with Edward Jones in Conroe, TX, holding the ChFC® and Series 66 designations and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various educational roles, including positions with the Orange County Department of Education and multiple school districts. He also serves as an online instructor mentor for the Orange County Department of Education’s Career Tech Ed teacher credentialing program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Dennis Sump is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 10 years of industry experience. Prior to joining Cambridge in 2018, he spent three years with Edward Jones. He is also the owner of LKS Wealth Management, LLC, based in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians and offers both discretionary and non-discretionary management options, with proprietary model strategies under the Founders Gate Capital brand.

Earl Newsome is a CFP® and ChFC® with 32 years of industry experience. He is currently with LPL Financial and has previously worked at Next Financial Group Inc, 1717 Capital Management Company, and Wealth Development Strategies Investment Advisory, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

Michael Beck is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. In his role, he focuses on understanding clients' family dynamics and their intentions for managing their wealth, engaging regularly with them throughout their financial planning journey. Prior to his current position, Michael held various roles at Fidelity Investments, including Planning Consultant from 2021 to 2025, Relationship Manager from 2018 to 2021, and Financial Representative from 2017 to 2018. Through these positions, he has accumulated experience in financial planning and client relationship management. Outside of his professional commitments, Michael is involved in family activities and enjoys fishing, gardening, kayaking, and volunteering.

Lorena Garcia is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Gonzalez is a financial advisor with Wells Fargo Clearing in Tomball, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Lone Star National Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Tara Olson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cetera and has previously worked at firms including Avantax Advisory Services and R&R Wealth Management. Olson also serves as a paraplanner at DGN Wealth Advisors, providing client support and assisting with planning and trade execution. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary strategies.

Darwin Pressley Jr. is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a short-term rental beach house in Galveston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Nanette Hernandez is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Investments, LLC. Based in The Woodlands, TX, her career has been focused within the Wells Fargo family of firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. 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 a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

David Burke is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at Accenture, JP Morgan, and deVere Acuma, as well as a period at Rice University. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Christopher Thompson is Vice President and Branch Leader at the The Woodlands Investor Center with Fidelity Investments. In this role, he coaches, leads, and develops a team of financial professionals. He supervises branch activities, engages clients, and collaborates with advisors to help clients pursue their financial goals through Fidelity's financial planning capabilities and process. Christopher has held several positions at Fidelity Investments since 2018, including Branch Leader from 2023 to 2025, Managing Director from 2022 to 2023, Team Leader in Client Services from 2020 to 2022, Workplace Planning Consultant from 2019 to 2020, and Client Relationship Advocate from 2018 to 2019. Outside of his professional responsibilities, Christopher enjoys beach activities, family time, fishing, football, and photography.

Scott Lile is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, beginning his career with Merrill Lynch in 1995. Scott specializes in comprehensive wealth management strategies, including corporate executive services, family wealth management, legacy planning, personal retirement planning, and tax minimization. He leads a team focused on developing investment strategies, goals-based planning, and wealth transfer solutions, emphasizing communication, goal tracking, and portfolio review to create personalized experiences for clients. Scott holds a Bachelor's degree in Finance from Hardin-Simmons University and maintains the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Will Herndon Research Fund as a Hope Ambassador, contributing to efforts aimed at eradicating juvenile Batten Disease. Residing in The Woodlands, Texas, Scott balances his professional commitments with personal interests that include biking, golfing, reading, traveling, and spending time with his family.

Mirna Menendez is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing before joining Fidelity. Fidelity’s Strategic Advisers LLC, where she works, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs. The firm also utilizes algorithmic methodologies and AI in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.