Charles Hawkins is a financial advisor at J.P. Morgan Securities in Houston, TX, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework to support model asset allocations.

Justin Christmas is a CFP® certificant and Series 66 license holder with nine years of experience in the financial industry. He is currently with LPL Financial, having joined in 2025, and previously worked at Edward Jones for six years. Outside of his advisory role, he is the owner of RestoFit LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary 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 with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Centaurus Financial. Additionally, he serves on the Board of Directors for the La Porte Baseball Association as Director of Field and Maintenance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

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.

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.

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Warren Mayfield is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and also works with Primerica Financial Services. Outside of his advisory role, he owns Computer Nutt, a computer restoration business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan management.

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.

Alicia Ellis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Texas Bay Credit Union. In addition to her advisory work at Ameriprise, she serves as a financial advisor at Shell Federal Credit Union, meeting directly with credit union members. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Blake Cather is a CFP® and ChFC® affiliated with Edward Jones, where he has worked for 12 years. He serves as a board member of the Kiwanis Club in Baytown, TX, and also participates on the Finance and Governance Committee of the Goose Creek CISD Education Foundation. Additionally, he is a passive member of Dove Landing Capital, LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices across the United States.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Holly Mc Creight is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked for nine years. She has eight years of industry experience and previously worked at Matilda Jane Clothing and Barbers Hill ISD. Outside of her advisory role, she co-owns and manages short-term rental properties in Baytown and Rockport, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment strategies. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and affiliated financial services including trust management and securities-based lending.

Lance Allen is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera, Heritage Bank, Edward Jones, and DWS Investments Distributors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Vadim Clanet is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Global Financial Impact, American Income Life, and several educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves collaborative, non-discretionary implementation and emphasizes tax-aware withdrawal strategies alongside proprietary investment research.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2005 and concurrently has experience with Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of non-investment products related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through established providers.

Kaitlyn Plumb is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at State Farm and Exchange Bank. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Gaynor is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Daniel Hodge is a financial advisor with Edward Jones in La Porte, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm 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.

Lawson Cavarretta is a financial advisor at Ameriprise in Mont Belvieu, Texas, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Barbers Hill Independent School District and Texas A&M University. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.