Madison Stone is a financial advisor with Merrill in The Woodlands, TX, holding 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. Before entering the finance industry, Madison was involved in trucking operations for five years. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mc Gill is a financial advisor at Edward Jones in The Woodlands, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive and wholesale distribution sectors for Sewell Automotive Companies and Hajoca Corp, and was involved with Lupa's Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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. She partners with individuals and families to develop personalized financial strategies that align with their short-, medium-, and long-term goals. Her approach involves understanding each client's unique priorities and providing guidance across various areas, including college education planning, corporate benefits, retirement income, tax minimization, and small business strategies. In addition to wealth management, Tulin connects clients with Bank of America specialists for expertise in banking, lending, home financing, and small business solutions. Tulin holds a Bachelor's Degree from Sam Houston State University and holds the Personal Investment Advisor (PIA) designation. Fluent in English and Turkish, she is involved in professional and community organizations such as the Greater Houston Women's Chambers of Commerce and The Woodlands Women's Tennis League. She also participates in the Civil Air Patrol Auxiliary and serves on her community's Social and Welcome Committee. Outside of her professional responsibilities, Tulin enjoys activities including biking, dancing, drawing/sketching, golfing, horseback riding, reading, skiing, tennis, and traveling. She emphasizes open and transparent communication to build relationships based on trust, respect, and mutual understanding with her clients.

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 with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has worked with Raymond James since 2017, and previously spent eight years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his father's trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

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 in Conroe, TX, holding a Series 66 designation with one year 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, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Ashley Fitts is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Belk and Convergys. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its research processes.

Garret Story Sealey is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, AXA Advisors, LPL Financial, and Intrua Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to manage model portfolios across mutual funds, ETFs, and ETPs.

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 roles include positions at Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and New York Life Insurance Co. Outside of his advisory work, he is employed as an AI tutor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Timothy Anselmi is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. In addition to his advisory role, Anselmi sells property and casualty insurance and owns Sunbelt Financial LLC, which supports his practice’s administrative needs. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managers and platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brooks Nelson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously served on active duty in the U.S. Air Force from 2014 to 2017. Nelson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC 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 with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Harman Asset Management and SagePoint Financial. He serves as Vice President of a local homeowners association in a volunteer capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

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.

Rachael Hunt is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, she held roles with organizations including the Jewish Federation of Greater Dallas and URJ Greene Family Camp. Her background includes community and nonprofit involvement. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Glynn Tolleson is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Glynn worked in education for nine years with the Tomball and Klein Independent School Districts. He also spent over a decade with Texas Peppers Fastpitch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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.