Garth Mchenry is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Banc One Securities Corporation and Chase Investment Services Corp. Outside of his advisory work, he is involved in hotel investment and management through entities such as WIN WIN 1, LLC and Lagoon Hospitality in New Smyrna Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial services.

John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.

David Biddle is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones for 13 years before joining Cetera in 2025. Outside of his advisory role, he is a financial planner at Totus Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with over 10,000 advisors and roughly $256 billion in assets under management.

Nestor De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, portfolio management services, women and wealth, tax minimization, and retirement income. Nestor brings more than 40 years of experience in the financial services industry to his role, emphasizing a comprehensive approach that begins with listening to clients to understand their individual financial goals. He holds a Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nestor completed his high school education at Patrick Henry and is fluent in both Spanish and English. Outside of his professional work, he enjoys activities such as bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

Leslie Ramey is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior work experience includes roles at Washington University in St. Louis and Texas Monthly. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Mark Smith is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Cetera Advisors LLC since 2013, including his current role starting in 2024. Outside of his advisory work, he owns and operates insurance-related businesses focused on property and casualty insurance as well as fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Jennifer Robbins is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments, BBVA Securities Inc, Morgan Stanley, SWBC Investment Services, and Capital One Investing. Outside of advising, she has explored real estate opportunities through an ownership interest in Next Adventure Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment strategies supported by a large network of financial advisors and branch offices nationwide.

Timothy Wampler is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background as a former engineer from a major oil and gas firm to his role, where he provides financial advice to individuals, families, and small businesses. Timothy focuses on understanding clients' personal perspectives and priorities to develop strategies that align with their unique goals. His expertise includes general investing, retirement planning, and saving for unexpected events. Timothy holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). He earned a Master's Degree from Harvard University and a Bachelor's Degree from Texas A&M University System. Outside of his professional work, Timothy enjoys running, spending time with his family, and traveling. He emphasizes a client-centered approach to financial planning, aiming to make wealth management a transparent and collaborative process.

Matthew Thompson is a Series 66-licensed financial advisor with Edward Jones, based in Galveston, TX, with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nalco Water and International Cooling Tower. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Michael Warren is a financial advisor with Edward Jones in Texas City, TX. He holds the Series 66 designation and has over 10 years of industry experience, including a decade at Schorre & Associates, LLC prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a national network of more than 23,000 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds.

Veronica Estrada is a financial advisor at Edward Jones with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she worked at SWBC Investment Services from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services and operates with a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jacoby Clarke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He joined Edward Jones in 2024 after graduating from Baylor University in 2023. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Corrigan Garcia is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, Garcia worked briefly at Willis Johnson & Associates and has background experience with Nike and Mugshots Coffee Bar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Jack Kaiser Jr. is a financial advisor with Equitable Advisors in League City, TX, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals—including non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, often using third-party asset managers and advisory programs.

Kyle Albright Sr. is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Gary Davis is a financial advisor with Merrill in Galveston, TX, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Merrill since 1982 and concurrently with Bank of America since 2011. 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.

Lucinda Bradley is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds a Series 66 designation and has worked with J.P. Morgan since 2003, including her current role at J.P. Morgan Securities since 2012. Prior to that, she was employed at Capital Planning Corp. from 1999 to 2003. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm's approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Corey Yarborough is a financial advisor with LPL Financial, holding the Series 65 and Series 63 designations and six years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. for six years. Additionally, Yarborough is affiliated with University Federal 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Blaise Guzzetta is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Guzzetta is also involved in providing group benefits and educational seminars for small to mid-size companies through his own firm, Guzzetta Benefit Services, Inc. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various investment categories.

Steven Callaway is a financial advisor with Edward Jones in Texas City, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.