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.

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.

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.