Eric Reed is a financial advisor with Edward Jones in Cypress, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he has worked as a server at Johnny Carinos restaurant in Houston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Theresa Printy is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lisa Wells is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and 26 years of industry experience. She previously worked at Morgan Stanley for five years and Merrill for 21 years. Outside of her advisory role, she manages rental real estate properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research to tailor client strategies.

Wesley Blankman is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2011. He partners with clients to develop comprehensive financial plans focused on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances and working collaboratively to create and implement individualized action plans based on their needs, preferences, and timelines. Wesley's experience at Fidelity Investments includes roles as Financial Consultant from 2014 to 2018, Investment Representative from 2012 to 2014, and Private Client Specialist from 2011 to 2012. Prior to joining Fidelity, he worked as a Senior Associate Consultant at BancVue, Ltd from 2008 to 2011. Outside of his professional work, Wesley enjoys biking, camping, family activities, golf, motorcycles, and parenthood.

Jordan Duncan is a Financial Consultant who partners with individuals and families to navigate financial decisions through personalized planning and clear, approachable guidance. Jordan focuses on education to help clients better understand their choices and the tradeoffs involved, working together to discuss goals, simplify complex topics, and develop strategies that reflect clients' priorities. Jordan's professional experience includes roles at Fidelity Investments, where Jordan worked as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Outside of work, Jordan has personal interests in cooking and baking, enjoys exploring food as a foodie, participates in social events with friends, and appreciates movies and music. Jordan is also involved in parenthood.

Jonathan Rodriguez is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Ameriprise, LPL Financial, and Chase Investment Services. Outside of his advisory role, he owns a construction and handyman business specializing in residential and commercial projects. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Karli Maddox is a Planning Consultant at Fidelity Investments, where she collaborates with clients to co-create plans aimed at strengthening their financial well-being. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience at Fidelity includes working closely with clients to understand their financial goals and developing strategies to help them achieve those objectives. Karli's professional journey reflects a focus on client engagement and financial planning. Outside of her professional work, Karli's interests include baseball, exploring food, social events with friends, hiking, parenthood, and traveling.

Ebele Gunn is a financial advisor at Thrivent Investment Management with four years at the firm and two years of industry experience. She previously worked for Dera Logistics Nig LLC for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, allowing clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Raymond Leslie is a Series 66 licensed advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. Prior to that, he was with Equitable Advisors from 2003 to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

David Aponte is a Series 66-registered advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Bank of America/Merrill Lynch and Walmart before joining J.P. Morgan in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through affiliated entities.

James Mahdak Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing Services and A. G. Edwards & Sons. Outside of his advisory role, he is an independent contractor for Aventura LLC, a support company where he rents office space and uses their OSJ facilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Ulises Burnett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and Woodforest National Bank before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process is supported by centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Michael Jerding is a Wealth Management Advisor with extensive experience spanning over four decades. He began his career in the early 1980s focusing on recordkeeping and compliance within trust departments. Over time, he progressed to roles including Trust Officer and Consultant in major bank trust departments, where he gained expertise in plan design and investment menu consulting. Since 2000, Michael has been with Merrill Lynch Wealth Management, serving senior executives and institutional clients, including those with 401(k), defined benefit, and non-qualified plans. Michael holds a Bachelor's degree in Business and a Master's degree in Economics, both from Western Illinois University. He has earned several professional designations including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas encompass corporate benefits, family wealth management strategies, institutional investment consulting, personal retirement planning, and services for endowments, foundations, and non-profits. Outside of his professional work, Michael is active in his community; he has coached several youth sports and supports organizations such as Habitat for Humanity and the Houston Livestock Show and Rodeo. He lives in Cypress, Texas, with his wife Maria and has four children. His personal interests include fishing, football, golfing, and playing soccer, which he has enjoyed for over 40 years.

Kevin Kusak is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Concourse Financial Group Securities Inc and operates Kusak Wealth Management, Inc., where he acts as president and financial advisor. Outside of financial services, Kusak is the owner and operator of a ranch under 4 Elks Ranch LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a diverse client base through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

Scott Brieger is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked in the insurance industry and has been involved with Faith Ministry since 2015, teaching Sunday School lessons to children. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Salvatore Lobue is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Metrostone Marble and Granite Corp. Additionally, he has been affiliated with Brooklyn College for over 18 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by centralized due diligence and offers access to a range of eligible investment strategies, including ESG-informed options.

Michael Mulloy is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. Outside of his advisory role, he is involved in managing a rental property used primarily for housing his son and his son's college friends while attending Texas A&M University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, leveraging various portfolio management styles and affiliated research.

Victor Mendoza is currently a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on understanding each client's unique financial needs and situations to collaboratively develop tailored financial plans. Prior to this, he held several roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Investment Solutions Representative II in 2025, and Investment Solutions Representative I from 2023 to 2025. Before joining Fidelity Investments, Victor worked as a Wealth Manager at Blue Maple Financial from 2021 to 2023 and as a Financial Representative at Equitable Advisors from 2020 to 2021. Outside of his professional responsibilities, Victor enjoys comedy, family activities, football, and reading.

Jaclyn Van Horn is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to her role at Edward Jones, she worked at Shipt Inc. and Unique Home Health Services, Inc. She is involved in multiple business activities, including serving as CFO for Van Horn Innovations, Inc. and Van Horn Dispatching, and providing customer service and quality assurance in hospitality at Courtyard Houston City Place. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Philip Bourgeois is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with corporate executives and their families to build financial plans designed around their individual needs, values, and goals. His approach to the planning process focuses on genuine client connections and building lifelong relationships centered around trust. Philip has held various positions at Fidelity Investments since 2010, including Vice President, Regional Planning Consultant - Executive Services, Vice President, Branch Leader, and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Philip's personal interests include fitness, golf, hiking, and playing musical instruments.