June Stanton is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment estimates in its financial planning process.

Rachel Lewis is a financial advisor at Raymond James Financial with a Series 66 designation and experience beginning in 2025. She has worked at Raymond James Financial Services, Inc. and First Tech Federal Credit Union, where she serves as a bank branch manager. Lewis is also associated with Addison Avenue Investment Services, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Stephen Eggert is a financial advisor with Edward Jones in Conroe, TX, holding the ChFC® and Series 66 designations and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various educational roles, including positions with the Orange County Department of Education and multiple school districts. He also serves as an online instructor mentor for the Orange County Department of Education’s Career Tech Ed teacher credentialing program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Dennis Sump is a financial advisor with Cambridge Investment Research Advisors in Spring, TX, holding a Series 66 credential and having 10 years of industry experience. Prior to joining Cambridge in 2018, he worked at Edward Jones from 2015 to 2018. He is the owner of LKS Wealth Management, LLC in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment platform options and combines proprietary and third-party model strategies, with documented disclosures and compliance features tied to its institutional scale.

Earl Newsome is a financial advisor with LPL Financial in Spring, TX, holding the CFP® and ChFC® designations and over 32 years of industry experience. Prior to joining LPL Financial in 2025, he spent 18 years at Next Financial Group Inc. He is also active as a non-variable insurance agent. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a wide range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Colin Wong is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Axa Advisors, LLC for 14 years. He has no reported notable outside business activities. 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 strategies supported by a large network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Courtney Ruckstuhl is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and Chase Bank, as well as Price Financial LLC, where she provides financial planning and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Kameron Levis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Kameron worked at Patriot Utility Solutions and has a background that includes time at the University of Mary-Hardin Baylor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including various advisory and portfolio management functions. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and registered investors.

Michael Beck is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. In his role, he focuses on understanding clients' family dynamics and their intentions for managing their wealth, engaging regularly with them throughout their financial planning journey. Prior to his current position, Michael held various roles at Fidelity Investments, including Planning Consultant from 2021 to 2025, Relationship Manager from 2018 to 2021, and Financial Representative from 2017 to 2018. Through these positions, he has accumulated experience in financial planning and client relationship management. Outside of his professional commitments, Michael is involved in family activities and enjoys fishing, gardening, kayaking, and volunteering.

Lorena Garcia is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2004. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America’s broader services, providing access to a wide range of products and strategies.

Tara Olson is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked with several firms, including Avantax Advisory Services and R&R Wealth Management. Olson also supports advisors and clients as a paraplanner with DGN Wealth Advisors, where she assists in client enrollment and meeting preparation. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.

Glen Starr is a financial advisor with LPL Financial in Conroe, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he is involved in ranching and farming, including the purchase and sale of livestock, and co-owns a small business related to quilt-making products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment management options.

Darwin Pressley Jr. is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a short-term rental beach house in Galveston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Nanette Hernandez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining her current firm. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. 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 nationwide network of advisors and branch offices.

David Burke is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at Accenture, JP Morgan, and deVere Acuma, as well as a period at Rice University. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Michael Price is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at Avantax Advisory Services and Avantax Insurance Agency for a decade. Outside of his advisory role, he is the president and owner of MKP-Price & Co., P.C., a CPA firm, and serves as a director and treasurer of the Captain Swim Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across multiple program structures and custodial relationships.

Christopher Thompson is Vice President and Branch Leader at the The Woodlands Investor Center with Fidelity Investments. In this role, he coaches, leads, and develops a team of financial professionals. He supervises branch activities, engages clients, and collaborates with advisors to help clients pursue their financial goals through Fidelity's financial planning capabilities and process. Christopher has held several positions at Fidelity Investments since 2018, including Branch Leader from 2023 to 2025, Managing Director from 2022 to 2023, Team Leader in Client Services from 2020 to 2022, Workplace Planning Consultant from 2019 to 2020, and Client Relationship Advocate from 2018 to 2019. Outside of his professional responsibilities, Christopher enjoys beach activities, family time, fishing, football, and photography.

Scott Lile is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, beginning his career with Merrill Lynch in 1995. Scott specializes in comprehensive wealth management strategies, including corporate executive services, family wealth management, legacy planning, personal retirement planning, and tax minimization. He leads a team focused on developing investment strategies, goals-based planning, and wealth transfer solutions, emphasizing communication, goal tracking, and portfolio review to create personalized experiences for clients. Scott holds a Bachelor's degree in Finance from Hardin-Simmons University and maintains the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Will Herndon Research Fund as a Hope Ambassador, contributing to efforts aimed at eradicating juvenile Batten Disease. Residing in The Woodlands, Texas, Scott balances his professional commitments with personal interests that include biking, golfing, reading, traveling, and spending time with his family.

Mirna Menendez is a financial advisor at Fidelity with 13 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its regulatory registrations uncommon among large institutional peers.