Samuel Wheatley is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in education and fitness, including roles at Humble ISD and U Turn Crossfit. He also served at Second Baptist Church for seven years. 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 solutions, supported by a nationwide network of roughly 23,701 advisors and $1.01 trillion in assets under management.

Lindsey Hutton is a CFP® and Series 66-registered financial advisor with Edward Jones in Houston, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Lindsey is involved with Crossfit Eminence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branches across the United States.

Cody Turner is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience at The Toasted Yolk and worked at At&t. Charles Schwab & Co., Inc. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

David Zian is a CFP® professional with a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Robbins Brothers. Based in Houston, TX, he is affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of more than 23,700 financial advisors and maintains capabilities such as a trust company and securities-based lending.

Raymond Leslie is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. 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 combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

David Aponte is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Walmart. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Jonathon Alicea is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior experience includes roles at Dyversity, LLC, One Main Financial, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Christopher Collins is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Woodbury Financial Services, The Fitzpatrick Group, and several other firms. 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. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mahdak Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. He is involved as an independent contractor with Aventura LLC, where he rents office space and utilizes their services as his OSJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.

Ulises Burnett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Woodforest National Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

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.

Diana Negrete is a financial advisor at Merrill based in Houston, TX. She holds a Series 66 designation and has been with Merrill since 2015, with prior experience at Bank of America, N.A. since 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Zimmerman is a financial advisor with Raymond James & Associates in Houston, TX. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, with 31 years at Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, pension plans, and municipal entities, offering financial planning, investment consulting, municipal advisory services, and a variety of portfolio management strategies.

Ernesto Saenz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Saenz is involved in managing rental property investments. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related and bank deposit sweep options among its investment offerings.

Justin Nichols is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining Baird in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Nichols is involved in restaurant investments through a holding company he co-owns with his spouse and participates as a passive investor in a sports training facility, as well as engaging in sports broadcasting with the NFHS Network. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment and financial planning services, combining internally managed and externally managed strategies, with distinctive features such as municipal advisory services and strategic partnerships.

Mitja Peterman Sr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory roles, he is involved in the sale of non-investment related products through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors and utilizing model-delivery strategies managed by unaffiliated asset managers.

David Deveau is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Woodforest Wealth Strategies, Raymond James Financial, and Edward Jones. Outside of finance, he has been involved with the Match Midtown Arts Theater Center of Houston. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Richard Grant is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His background includes roles at Charles Schwab Bank, UPS/InSync Staffing, and service in the United States Marine Corps Reserve. 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 advice and access to discretionary separately managed accounts, using a multi-asset investment approach supported by centralized custody and operational infrastructure.