David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Kasadi New is a financial advisor at Edward Jones with nine years of industry experience and a Series 66 designation. Kasadi has worked at Edward Jones for a total of eight years, with prior roles at Woodmen of the World Life Insurance Society and experience in small business operations, including co-running a food service business. Outside of financial advising, Kasadi occasionally works as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branches, as well as its affiliated financial services beyond advisory, including a trust company and proprietary investment products.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Brandon Artis is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A./Merrill Lynch prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services, Inc. and LLC since 2014, following previous roles at Morgan Stanley and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Bocock is a financial advisor at Ameriprise in Webster, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he worked for H-E-B Grocery Company LP for seven years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Kevin Spires is the sole advisor at Bellaire Capital Management, LLC in Bellaire, TX, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with Bellaire Capital Management since 2009. Outside of his advisory role, he holds a 50% ownership interest in a chiropractic practice but does not participate in its operations. Bellaire Capital Management primarily serves individual clients with investment management and financial planning, and also provides retirement plan consulting and participant advisory services. The firm manages client assets directly, operates with discretionary authority, and employs a blend of fundamental, cyclical, and technical investment approaches.