Jacob Watson is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles from Investment Consultant to Financial Consultant before his current vice presidential role. Prior to joining Fidelity, he worked as a New Client Development Specialist at TD Ameritrade in 2019. Jacob focuses on understanding the various financial decisions his clients face during different life events. He approaches financial planning by considering his clients' current life circumstances and strives to provide clear explanations for his recommendations. His goal is to support clients through changing situations with straightforward and tailored financial plans. Outside of his professional work, Jacob enjoys cooking and baking, fitness activities, socializing with friends, gardening, hiking, and traveling.

Troy Perkins is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously served at Concourse Financial Group Securities and Lincoln Financial Securities. Perkins is also involved in several financial service businesses, including his own Perkins Financial, where he provides insurance and financial products. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program options.

Scott Gross is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and business owners pursue financial confidence through personalized wealth management strategies tailored to their unique goals, values, and aspirations. Scott works closely with clients to develop thoughtful and flexible financial plans that address various aspects of their financial lives, including investments, retirement planning, risk management, estate considerations, cash flow needs, and legacy objectives. With a family background in financial planning, Scott brings a collaborative and proof-based approach to advising. Alongside his brother Gary at Gross and Associates, he combines technical expertise and interpersonal skills to provide strategies supported by financial modeling. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scott holds a Personal Investment Advisor (PIA) designation and earned his education from the University of North Texas and Klein Forest High School. Outside of his professional role, he has interests in adventure sports, ice hockey, scuba diving, and soccer.

Tyler Fink is a financial advisor at Merrill with a Series 66 designation. He has prior experience at Bank of America, Fisher Investments, and has worked in various roles outside the financial industry, including at Texas Christian University and Bear Creek Running Company. 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.

Raymond Rogers is a CFP® and ChFC® with 11 years of industry experience, currently practicing at Edward Jones in Conroe, TX. He has been with Edward Jones since 2014 and previously served in the US Army Reserves from 2013 to 2021. Outside of his advisory role, Rogers is a rental property owner. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Pritchard is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with Capital One Advisors, LLC and Capital One Investing, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management strategies.

Stephanie Herrera is a financial advisor with Primerica Advisors in Conroe, Texas, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, Herrera owns Ash Services, a non-investment related business in Conroe. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matthew Lentz is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, concurrently with his role at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Alan Mendoza is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2018. Prior to that, he was employed at Speedy Cash from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Clinton Roberts is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Raymond James & Associates and River Oaks Equity Partners, L.L.C. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights to tailor client strategies.

James Robertson is a financial advisor at Ameriprise with 42 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. and OSAIC. Robertson serves on the Board of Directors for the Westwood Magnolia Improvement District and is the owner of Mint Private Client Group PLLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written retirement-income recommendations.

Lauren Martin is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Austin Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Brady is a financial advisor with Raymond James & Associates in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 1998. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Shaoying Qing is a financial advisor at LPL Enterprise with one year of industry experience. Qing holds a Series 66 designation and has previously worked at Pruco Securities LLC, GHA Capstone, LLC, and has experience with ventures including YuShi Apparel e-commerce LLC. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Erica Greene is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career has been exclusively with Wells Fargo entities in various capacities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to create tailored recommendations.

Kenneth Logsdon is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Brian Bohr is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

James Whitmore Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and operating his own firm, Whitmore Financial Services, since 2002. He is also a partner in a commercial property management partnership. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and consulting services, including discretionary and non-discretionary approaches, with access to multiple program platforms and third-party managers.

Loren Westerfield is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His career includes roles at InfoStride, We the Veterans Foundation, Atkinson Engineers, Liberty University, and eight years with the United Service Organizations (USO). Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Zachary Heard is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments and Invesco. He is a partner in Black Creek Investment LLC, a real estate investment venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.