Robert Sitton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sitton has been with Edward Jones since 2002 and previously worked at Dean Witter Reynolds Inc. Outside of advising, he is a partner in a property management business based in Humble, Texas. 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Samuel Pyle is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Merrill, and Wells Fargo Clearing. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sarah Davis is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michael Kevlin is a Series 66-licensed financial advisor with Edward Jones in Kingwood, TX, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is associated with The Friedkin Companies through a deferred compensation account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Alexander Schillaci is a financial advisor with Merrill and holds the Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his role in financial services, his background includes positions at BakerRipley and Schlitterbahn, among other diverse experiences. 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 supported by internal and third-party managers for individuals, pension plans, corporations, and charitable organizations.

Salvador Cordero is a CFP® and Series 66 designated financial advisor with 11 years of industry experience. He is currently with Fidelity Investments and has held prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Massey is a financial advisor at Edward Jones with five years of industry experience. Prior to his advisory role, he worked in construction and has served in the United States Marine Corps since 2002, currently holding the rank of Major in the Individual Ready Reserve. At Edward Jones since 2020, he combines his military background with his financial career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Torie Blakelock is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Ameriprise Financial and Ernst & Young. She has also been involved with Texas A&M University in various capacities. 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 a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Odis Johnson is a CFP® credentialed advisor with over 31 years of experience, currently serving at Cetera since 2025. He has a long career including 24 years at Avantax Investment Services, Inc., and has operated his own tax preparation and accounting firm, O. Douglas Johnson, P.C., since 1994. Cetera is an SEC-registered adviser providing services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning solutions across multiple program structures and custodial relationships.

Katrina Butler is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of her advisory role, she works as a sales consultant for Scentsy. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Mitja Peterman Jr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in personal estate planning through ownership of Ap & Associates, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Krystle Williams is currently an Investment Consultant at Fidelity Investments, a position she has held since 2023. In her role, she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Her professional experience includes a variety of roles in the financial sector. Prior to her current position, she was a Branch Office Examination Specialist at AIG from 2020 to 2021, an Advertising Analyst at Next Financial Group from 2019 to 2020, and an Internal Wholesaler at Invesco from 2013 to 2019. She holds an Arkansas Insurance License. Outside of her professional work, Krystle has interests in baseball, the beach, pets, theater, and traveling.

Gwendolyn Kalathil is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2007, with additional experience at Ameriprise Financial Services and Intrua Financial. She serves as a FINRA arbitrator in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive advisor resources and investment tools.

James Atkins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, N.A., where he has been employed since 2003, and at Ameriprise for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broad derivatives and commodities capabilities.

Chantel Williams is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Ameritas Advisory Services, Edward Jones, and co-ownership of Williams Wealth Management. She is also licensed as an independent insurance agent for fixed insurance products. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational tools and a broad network of over 22,800 advisors.

Jarrod Shaw is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. He has worked previously at Bank of America and Merrill, and currently serves as a coach and director of a youth basketball organization called Houston Playaz. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors.

Shyam Bhakta is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Lone Star College for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyler Moore is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Hologic, Inc., Applied Medical, and Crosby ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

David Aguilera is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill prior to his current role. Aguilera has also been involved with Kingdom of the Cross Non Profit and Cypress Christian School. 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 process combines quantitative and qualitative research to offer customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Nicholas Arre Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes long-term roles at SagePoint Financial and his own investment services firms dating back to 1996. Outside of his advisory work, he is an owner of a condominium managed through Cabarete Group in the Dominican Republic. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of advisory and brokerage services delivered through affiliated entities.