Grant Townsend is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients understand financial planning by breaking down complex topics into clear and straightforward guidance. Grant takes the time to learn what matters most to his clients, including their goals and concerns, to build personalized plans that address investing, retirement preparation, and unexpected financial needs. Grant holds a Bachelor's Degree from Sam Houston State University and has earned the Personal Investment Advisor (PIA) designation. His approach includes providing ongoing support to ensure financial plans adapt as clients' lives change. Born and raised in Lake Jackson, Texas, Grant is also committed to giving back to the community that shaped him. Outside of his professional work, Grant's interests include baseball, fishing, golfing, reading, and watching movies.

Kevin Coffey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at PNC Investments, BBVA Compass Insurance Agency, and MetLife Securities. He is also involved with Texas Dow Employee Credit Union. 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, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Francis Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at several firms, including Hartford Funds Management Company, Neuberger Berman, Oppenheimerfunds, and Curian Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms while supporting advisors with advanced operational and research tools.

Kane Johnson is a Series 66 licensed financial advisor with Edward Jones, based in Lake Jackson, TX, and has two years of industry experience. His prior roles include positions at The Trade Group and HumCap, and he has been involved with the Lake Jackson Swim Team since 2017. Johnson is a co-owner of Lone Star Dog Run, a pet service company in Grapevine, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Travis is a financial advisor with Ameriprise in West Columbia, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over a decade with Ameriprise and its affiliated entities. Outside of his advisory role, he is involved in cattle raising through a business venture and holds independent insurance brokering licenses with multiple major providers. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendation reports developed through algorithmic and research-driven methods. The firm combines advisory, brokerage, and insurance solutions primarily for clients meeting specific eligibility criteria for retirement income planning.

Austin Travis is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and previously worked at United Ag and Texas A&M University, as well as managing a commercial cow-calf operation for eight years. Travis serves on the Board of Directors for Brazosport Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, utilizing a centralized service team and a range of proprietary and third-party analytic tools.

Donavon Sammons is a financial advisor at Fidelity with 14 years of industry experience and holds a Series 66 designation. He has worked with Fidelity Investments Institutional Services Company since 2014 and has been involved with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, Sammons owns a residential home construction business and serves as an official umpire for track and field events ranging from high school to professional levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios built from mutual funds, ETFs, and ETPs.

Ryan Follett is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Charles Schwab from 2015 to 2019 before joining Merrill in 2019. Outside of his advisory role, he serves as a power of attorney for a family member. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tina Tucker is a Series 66 licensed financial advisor with Edward Jones in Lake Jackson, TX. She has been with Edward Jones since 1994, accumulating 32 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nikolai Kondra is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Angleton, TX. He has 24 years of industry experience and has been with Edward Jones since 2012. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Irma Callaway is a financial advisor with Edward Jones in Lake Jackson, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Sotiros Polemenakos serves as Senior Resident Director and is the founder of The Polemenakos Group at Merrill Lynch Wealth Management. He specializes in providing wealth management services tailored to professionals, business owners, retirees, and their families. His practice focuses on areas including tax-efficient wealth management strategies, retirement income planning, estate, legacy and trust services through Bank of America Private Bank, executive compensation strategies, and credit and lending services via Bank of America, N.A. Before entering the financial services industry in 2000, Mr. Polemenakos had a long career as a research chemist. He holds a Bachelor's degree in Chemistry from Eastern Nazarene College and a Master's degree in Physical Chemistry from Duke University. He has earned the CERTIFIED FINANCIAL PLANNER® professional designation, along with CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years. Mr. Polemenakos’s background includes fluency in English and Greek. His client focus includes family wealth management, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income.

James Beall is a Series 66-licensed financial advisor with Edward Jones in Lake Jackson, TX, where he has worked since 2012. He has 13 years of industry experience. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Lovell is a CFP® professional with 11 years of experience at Edward Jones, where he has worked since 2015. He also serves as a Chief Petty Officer in the U.S. Navy Reserve, a position he has held since 2011. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

William Fondren III is a financial advisor with Edward Jones in Angleton, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a variety of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Pauls is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and institutions to identify their financial concerns and design integrated strategies to meet their objectives. Lisa provides tailored financial approaches, focusing on areas such as investment management, retirement strategy, cash flow analysis, trust and estate planning, lending services, and philanthropy. Her clientele includes professionals from diverse industries, multi-generational families, and non-profit organizations, some of whom are navigating significant life transitions. Lisa began her career with Merrill Lynch Wealth Management in 2008 after eighteen years in executive roles within non-profit organizations. She holds a Bachelor's Degree from Indiana State University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with professional organizations such as the Lake Jackson Church of Christ, Kingdom Advisors, and the CFP Board. Outside of her professional role, Lisa is active in her community through participation in Bible Study Fellowship, the Brazosport Rotary Club, and the Lake Jackson Development Corporation. She enjoys genealogy, hiking, music, reading, running, singing, spending time with her family, swimming, traveling, and watching movies.

Scott Ross is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Bridgestone/Firestone Americas for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside additional affiliated financial services.