David Zientek is a Series 66-licensed financial advisor with LPL Financial in Kingwood, TX, and has seven years of industry experience. His prior work includes roles at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. He is also licensed as an enrolled agent providing tax preparation and accounting services through ORDOS Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lee Dudinsky is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His career includes roles at FSC Securities Corporation and Advantage Capital Corporation, as well as over three decades of self-employment. He also acts in a fiduciary capacity for an estate. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Joe LeBrane is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He provides strategic financial guidance with a focus on proactive communication and personalized planning and investing approaches. Joe's work involves helping individuals and families make clear, disciplined financial decisions aligned with their long-term goals. Joe has extensive experience in the financial industry, having served as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, and a Financial Services Representative at Hancock Whitney from 2013 to 2015. Outside of his professional work, Joe has interests in fitness, culinary experiences, golf, parenthood, and traveling.

Ryu Yi is a financial advisor at Merrill with Series 65 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America and Ameriprise Financial, as well as positions at Rice University and within the Nevada Education System. He is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Daniel Ayala Jr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Royal Alliance and SF CICADA LLC since 2015. He also serves as a registered assistant and supervision delegate with SF CICADA LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles and third-party platforms.

Joshua Crader is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, LPL Financial, and Texas Dow Employee Credit Union. Joshua is based in Houston, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with centralized custody and compliance infrastructure.

Blake Rusk is a CFP® with 13 years of industry experience, currently serving at RBC Capital Markets since 2012. Based in Houston, TX, he holds the Series 66 designation. Outside of his advisory role, he is the sole proprietor of R-Oil LLC, an oil pipeline shipping business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Timothy Mckinney is a financial advisor at Fidelity with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors, LLC and spent ten years at TIB Chemical Corporation. He serves as a board trustee and treasurer for Williams Temple Church of God in Christ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees affiliated and unaffiliated sub-advisers.

Eric Schneider is a CFP® professional with 12 years of experience in the financial industry. He has worked at Ameriprise since 2021 and previously held roles at Avantax Advisory Services, Alfred W. Zientek & Co., P.C., and Avantax Investment Services, Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice and strategies focused on dependable income and tax-aware withdrawals.

Kristi Thomas is a CFP® and ChFC® affiliated with Edward Jones in Spring, TX, with 10 years of industry experience. She has worked at Edward Jones since 2016 and holds the Series 66 designation. 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 financial advisors and branch offices nationwide.

Gerald Dolinsky is a CFP® with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Bartosh is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Bartosh serves as an umpire for Houston TASO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, along with ongoing investment manager selection and monitoring.

Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Travis Mc Farland is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials. He has been with J.P. Morgan Securities since 2026 and has additional experience at firms including Allied Wealth and Pattern Financial Group. Outside of advisory roles, he has involvement in other business activities such as Novus INS Group LLC and Golden Bear Lawns. 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 searches, and customized performance reporting through its Institutional Consulting Services program.

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.

Dillon Burr is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has previously worked at Arch Staffing Group and the University of Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

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.”

Jason Hugele is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns MK Events LLC, a business involved in tax preparation for his spouse's wedding and event floral business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

John Carolyn is a financial advisor at Stifel in Houston, TX, holding a Series 66 designation with 24 years of industry experience. He was previously with UBS Financial Services for 23 years before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and caters to a variety of client needs without automatic implementation or ongoing monitoring.