Alessandra Kath is a financial advisor with Morgan Stanley who holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Woodforest National Bank and Burnett Specialists Staffing and Recruiting. Alessandra is currently based in The Woodlands, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various personalized and corporate financial planning arrangements.

Jeffery Evans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He worked at Merrill from 1999 to 2015 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is involved as a director of a local business, Splashed Canvas, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Logan Mulloy is a CFP® professional with three years of industry experience, currently serving at Raymond James & Associates. Prior to joining Raymond James & Associates, he spent three years at Willis Johnson & Associates and one year at Evidence Wealth. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with mostly non-discretionary client relationships.

Wilkin Howard is a financial advisor at Thrivent Investment Management in Conroe, Texas, holding a Series 66 credential. He has been with Thrivent since 2026. His prior work experience includes roles at DeliverIt, Klein ISD, and PioneerRx. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, offering goal-based, holistic planning that covers a wide range of topics. The firm separates planning from managed-account services and conducts periodic reviews of recommendations.

Paul Rhoades is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Harman Wealth Management and Crossbridge Wealth Strategies, as well as two years as an instructor at Sam Houston State University College of Business Administration. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

John Dewitt is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Buckeye International and taught at Sam Houston State University and Lone Star College-Montgomery Campus. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Riley Wohlschlaeger is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, Riley held roles at Woodforest Financial Services and Woodforest Wealth. Outside of his advisory work, he has been involved with the Third Coast Volleyball Club since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools, supporting a wide advisor network and institutional portfolio management.

Richard Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at BANK of AMERICA, N.A., Merrill, and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

Jon Winegrad is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and has 28 years of industry experience. His prior roles include positions at Cetera, Jackson National Life Distributors, and Columbia Bank. He is also involved with Columbia Wealth Advisors, a non-investment-related business based in Montgomery, Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sammy Johnson is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sagepoint Financial, Inc. and OSAIC Services, Inc. In addition to his advisory role, he operates a separate wealth management practice under Harman Wealth Management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and offers a variety of managed account programs and third-party manager options.

Carl McGee serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has a professional background in financial consulting and investment advising, with experience encompassing roles such as Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2014. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Axa Equitable from 2013 to 2014. In his current role, Carl focuses on providing value to his clients by offering suggestions, ideas, and alternatives to assist with their financial situations. He leverages the extensive resources available at Fidelity to support clients in making informed financial decisions. Outside of his professional responsibilities, Carl is interested in family activities and hiking.

Paul Dimiceli III is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation. He has been with Edward Jones since 2022 and has prior experience working in education. 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 strategies supported by a large nationwide network of advisors and branch offices.

Jennifer Larkey is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Extraco Banks and First Hawaiian Bank. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samuel Dirringer is a Financial Advisor specializing in wealth management with Merrill Lynch. In his role, he works closely with clients to understand their individual financial goals and to develop personalized investment strategies aimed at pursuing those objectives. His responsibilities include providing investment advice and facilitating access to banking and lending services through Bank of America. Samuel's expertise encompasses general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes getting to know clients personally to tailor strategies that align with what matters most to them. Throughout his work, he offers ongoing advice and guidance to adapt to clients' evolving financial situations. He holds a high school diploma from Klein Oak High School and a bachelor's degree from Concordia University. Samuel has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is proficient in both English and French.

Lauren Biggs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at Wells Fargo Advisors and was self-employed for nearly a decade. Outside of her advisory role, she co-owns a rental property in Austin, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dustin Perry is a Series 65 and Series 63 licensed financial advisor with Cambridge Investment Research Advisors and has one year of industry experience. Prior to his current role, he worked at Carmichael Properties and the Lovelady Independent School District. Outside of financial advising, he is the owner of Perry Cattle Company, an agricultural business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Brian Kidwell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. He has been with LPL Financial since 2013 and also serves as Executive Vice President of D.Hilton Associates, Inc., where he oversees the Strategic Services Practice and assists with senior executive recruitment in the credit union industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by a range of tools for research and operations.

Lindsey Barlow is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of her advisory role, she holds a 50% ownership interest in Barlow Ventures LLC, a specialty contracting business. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with third-party data to support its investment approach.

Jared Chamberlain is a Financial Consultant currently working at Fidelity Investments since 2019. He partners with clients to develop financial plans tailored to their family's specific needs and goals. Prior to his current role, Jared held positions as an Investment Consultant from 2017 to 2019 and as a Relationship Manager from 2015 to 2017, both at Fidelity Investments. He also gained experience as a Financial Services Representative at E*trade Financial from 2013 to 2014. Jared holds an Arkansas Insurance License, supporting his professional qualifications in the financial services industry.

Garrett Huff is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at BBVA Compass for three years before joining Schwab. Outside of his advisory work, Huff is a musician who plays drums for several churches in the Houston area, including Oakridge Baptist Church. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.