Keaton Hineman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of advising, he is a partner in HD Ag, LLC, a real estate investment company based in Conroe, TX. 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 strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Rodney Linehan is a CFP® professional with 28 years of industry experience. He is currently with Cetera and previously spent 27 years at Avantax Investment Services, Inc. He also owns an accounting and tax preparation business and serves as a trustee for fiduciary appointments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services delivered through a nationwide network of over 10,000 independent advisors.

Bradley Glenn is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones before joining OSAIC in 2023. Glenn is also involved with Harman Wealth Management, where he advises clients on portfolio transactions, insurance reviews, and financial planning. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisors and proprietary platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers to construct tailored investment portfolios.

Pablo Vazquez Flores is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Invesco Investment Services. His earlier experience includes roles outside finance, such as at Brown Family Health Center and Stephen F. Austin State University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-fund structures.

Alvin Murgai is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in wealth management since beginning his career in 1991 and joining Merrill Lynch in 1998. He is a founding member of The Murgai Wealth Management Group, a team known for its client-centric approach and extensive credentials. His professional practice focuses on serving top executives, engineers in the energy industry, retirees, and high net-worth individuals, with expertise in areas such as retirement planning, wealth preservation, corporate benefits, legacy planning, liquidity management, and tax minimization. Alvin holds a Bachelor's degree in Personal Financial Planning from Texas Tech University and has earned the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp. He is also a Personal Investment Advisor (PIA) and maintains an active NMLS registration (NMLS#620611). Throughout his career, Alvin has emphasized optimizing neglected areas of clients' wealth, preparing clients for major life transitions, and simplifying financial lives across generations. Residing in the Woodlands with his wife, Dora, Alvin enjoys golfing, skiing, and following the Dallas Cowboys. He supports several philanthropic organizations, including the Leukemia & Lymphoma Society, the American Heart Association, and charities dedicated to assisting military veterans such as the Lone Survivor Foundation and the Wounded Warrior Foundation.

David Dauajare is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and having nine years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2017 and with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning and uses firm-approved tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Brett Bean is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance, and Northwestern Mutual. Before entering the financial industry, he worked at Montgomery Independent School District for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Nathan Bell is a financial advisor with Raymond James & Associates in The Woodlands, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice through a range of firm-sponsored programs and affiliated services.

Charles Sanford is a financial advisor with Ameriprise in Montgomery, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Sanford serves on the Board of Directors for the Montgomery ISD Education Foundation. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Caleb Clark is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in the education sector with Cameron Independent School District and was involved with the American Football Coaches Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

William Johnson is a financial advisor with OSAIC in The Woodlands, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include a decade at SagePoint Financial and ongoing positions at Attwood Holdings, Inc. and various insurance carriers. He is also affiliated with Harman Wealth Management as a financial advisor. OSAIC serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and advisory services through a wide network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Jason Harris is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for five years before joining Raymond James and Woodforest Financial Services, where he serves as Vice President of Woodforest Wealth Strategies. Harris is a committee member of Oak Ridge Baptist Church, participating in the church’s executive council. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Erika Pineda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase bank NA since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Devin Thurmond is an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience in financial services since 2023. Before joining Fidelity, Devin worked as a Financial Services Representative at E*TRADE From Morgan Stanley in 2022 and 2023. Devin approaches investment consulting with a focus on preparation, clear planning, and disciplined execution. He collaborates with clients to understand their short and long-term goals and develops customized financial plans tailored to their needs. Outside of his professional responsibilities, Devin engages in family activities, fitness, football, yoga, and social events with friends.

Roman Rodriguez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Citigroup Global Markets, and Citibank. Rodriguez has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. 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. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities through a non-discretionary program.

Carrie Lujan is a financial advisor with Raymond James Financial in The Woodlands, TX, holding Series 63 and Series 65 licenses and having 14 years of industry experience. Her career includes roles at Raymond James, LPL Financial, Trustmark Financial Services, and Woodforest National Bank. She serves as a board member and finance committee member for Leadership Montgomery County, a nonprofit organization. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, as well as institutional clients such as pension plans and municipal entities. The firm offers tailored, primarily non-discretionary advisory solutions and combines these with resources across its affiliate network to support a range of investment and fiduciary programs.

John Baker is a financial advisor with Edward Jones in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Taylor Cochran is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work history includes roles at AGIA and VALIC Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Megan Waters is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and five years of industry experience. She has been with UBS since 2016 and also performs bookkeeping for her husband's automotive performance shop outside of her advisory role. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a range of capital markets solutions.

Joseph Oliver is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the CFP® and Series 66 credentials. His previous roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, and Edward Jones. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.