Kevin Vasquez is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025. Before joining Fidelity Investments, Kevin worked as a Financial Solutions Advisor at Merrill and Bank of America between 2020 and 2024. Kevin partners with his clients through a collaborative planning approach. He engages in holistic discussions around clients' financial situations and understands their unique preferences to help create customized financial plans tailored to their financial and emotional goals, needs, and objectives. Outside of his professional responsibilities, Kevin has interests in baseball, family activities, fitness, football, soccer, and traveling.

Deborah Mansfield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. She also serves as a power of attorney for her father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit options within its investment menus.

Charles Mehling is a financial advisor with LPL Financial in Spring, TX, holding a Series 63 license and bringing 38 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he is involved in the sale of non-variable insurance products, including life, health, disability, and long-term care insurance, through his own financial group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management coupled with research-supported model portfolios and multiple investment strategies.

Thomas Pickett is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Brandi Hernandez Acevedo is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience, including roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Jacob Zolman is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in construction and held various roles including at Kingwood Park High School and the office of Texas State Senator Brian Birdwell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Tyler Kinchen is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Energy Capital Credit Union, JP Morgan Chase Bank, and various service and educational organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Lisa Calloway is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2020 and previously worked at H.D. Vest Advisory Services and related entities from 2015 to 2020. Outside of her advisory role, she owns Focus Forward Divorce Planning, a divorce planning service based in Spring, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Sean Apostalo is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to create financial plans aimed at achieving their financial goals. Sean has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Representative II. His extensive experience covers multiple aspects of financial consulting and client relationship management within Fidelity. Sean's career path reflects a deep engagement with investment solutions and financial planning. Outside of his professional role, he enjoys boating, fishing, gardening, scuba diving, and swimming.

Julia Arnsworth is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and eight years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, and previously held roles at Bank of America and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Barry Tate is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2023, he worked at Viaggio Wealth Partners, Kestra Advisory, Kestra Investment Services, and Ameriprise Financial Services. Outside of his advisory role, he is the owner of Tate Cinnaholic Ventures LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology to support both discretionary and non-discretionary management.

Taylor Allcott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2013 and holds FINRA Series 7 and Series 66 registrations. Taylor is a specially qualified Senior Portfolio Advisor who provides investment advice and guidance, helping clients pursue their objectives by building and managing custom investment strategies, including selecting from Merrill Lynch model portfolios and third-party strategies. In the firm's Investment Advisory Program, he may manage client strategies on a discretionary basis. He holds a Bachelor of Business Administration in Finance from the University of Kentucky and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Taylor's client focus areas include college education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Outside of his professional work, Taylor is involved with organizations such as "Be A Resource for CPS Kids" and the "Peanut Butter Cannery." He is a member of the Greater Houston University of Kentucky Alumni Club.

Robert Taphorn is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with affluent individuals and families to address a range of financial needs, including retirement planning and investment strategies. Robert and his team take a collaborative approach to wealth planning, aiming to generate tailored ideas that help clients achieve their financial goals. Since joining the Taphorn, Boike & Associates team at Merrill in 2016, Robert has assisted clients from the Houston area and across the country in managing family wealth, legacy planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. He leverages Merrill’s research, planning capabilities, and investment resources to support his clients effectively. Robert holds a Personal Investment Advisor (PIA) designation and graduated from the University of Texas at Austin in 2015 with a bachelor's degree in Economics and a minor in Business Administration. Outside of his professional role, Robert enjoys playing disc golf and watching films in his free time.

Jason Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 license and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His other business activities include serving as an executor of multiple estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using firm-approved tools and manages approximately $2.74 trillion in client assets.

James O'Connor is a financial advisor at Merrill with 35 years of industry experience. He holds a Series 63 designation and has been with Merrill and Bank of America, NA since 2009. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s wider platform.

Trevor Faulkner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management and retirement planning. He focuses on building personalized financial strategies that align with clients' goals and priorities, emphasizing clarity and education to empower clients in their financial decisions. Trevor works closely with clients to consider risk tolerance, time horizon, and liquidity needs, adjusting plans as circumstances change. Trevor's expertise includes risk management, college savings, tax planning, and helping clients develop income streams that last throughout retirement while managing market volatility and longevity risk. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Finance from Sam Houston State University and a certificate from the College of Financial Planning. Trevor is involved in the community through organizations such as Habitat for Humanity and The Woodlands Chamber of Commerce. In his personal time, he enjoys golfing, hiking, hunting, spending time with his family, and traveling.

Matthew Cudd is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on managing new wealth, personal retirement planning, sports and entertainment, and retirement income. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Matthew holds a Bachelor's degree from Sam Houston State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional duties, he spends time with his wife and four children. His personal interests include baseball, fishing, football, golfing, hunting, music, reading, skiing, and traveling.

Kevin Mccoy II is a CFP® with 23 years of industry experience, currently advising through Cetera. He has worked at Cetera and its affiliate firms since 2019 and previously at LPL from 2016 to 2019. Mccoy is a 50% owner of MCCOY WEALTH MANAGEMENT LLC, a business operated with his wife through Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

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.