Daniel Marin is a financial advisor with LPL Financial in Baytown, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support various investment strategies.

Perla Cevallos is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2023. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC from 2010 to 2023. Edward Jones is a full-service wealth management firm serving over 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.

Diana Diaz Valles is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. since 2014. Outside of her advisory role, she is an owner and partner of Texas ER Plumbing LLC, a company serving both residential and commercial plumbing needs. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Jonathan Ahearn is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 17 years. He is based in Baytown, TX. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

Evan Weibel is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent eight years at Invesco Advisers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a broad range of advisory programs and affiliated investment products.

Julio Castillo Cuevas is a financial advisor at Merrill with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. outside of his current roles. 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 and profit-sharing plans, corporations, and charitable organizations.

Erik Pettine is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Marcontell Wealth Management and Fidelity Investments. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Justin Christmas is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2025, he worked at Edward Jones for six years, as well as roles at Briggs Equipment and Lansdowne Moody Company. Outside of his advisory work, he is the business owner of RestoFit LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Matthew Spradley is a financial advisor with Edward Jones in Deer Park, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment funds.

Benjamin Yackell is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Centaurus Financial. Outside of his advisory work, he serves on the Board of Directors for the La Porte Baseball Association as Director of Field and Maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Aaron Williams is a financial advisor at Edward Jones in Pasadena, TX, holding a Series 66 designation. He has one year of industry experience. Prior to joining Edward Jones, he was involved with lilxtreme productions for three years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products across a large nationwide network.

John Hollywood is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Monk JCB, Holt Industrial Rentals, Lawson Products, and United Rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of investment strategies alongside affiliated mutual funds and a trust company.

Michael Williams is a financial advisor with Edward Jones in Pasadena, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both discretionary and non-discretionary investment solutions under a fiduciary standard.

Victoria Morales is a financial advisor with Ameriprise in Mont Belvieu, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in various roles outside finance, including positions at Texas State University and the YMCA of Greater Houston. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with Ameriprise-managed accounts.

Aaron Barnes is a Series 66-licensed financial advisor with Edward Jones in Humble, TX, where he has worked since 2019. He has six years of industry experience, including five years with Humble ISD prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Michael Cevallos is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

Robert Sitton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sitton has been with Edward Jones since 2002 and previously worked at Dean Witter Reynolds Inc. Outside of advising, he is a partner in a property management business based in Humble, Texas. 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, access to separately managed accounts, and affiliated mutual funds.

Platinum Galey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Their work history includes roles at Bank of America, Moonshine Deck, Bombshells, and the Houston Museum of Natural Science. 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 strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.

Eric Holland is a financial advisor with Edward Jones in Baytown, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Tyler Moore is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Hologic, Inc. and Applied Medical. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices. The firm also provides services such as tax-efficient investing and securities-based lending under a fiduciary standard.