John Davis is a financial advisor with Ameriprise in Conroe, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Davis is involved in music as a performer with Tabernacle Music and serves as a minister leading various ceremonies and choir activities at Family Faith Church. He also holds board positions with Tau Kappa Epsilon and Montgomery County MUD No. 145. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robert Young is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he is involved in property management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

Sandra Guardado is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Morgan Stanley. Outside of her advisory role, she manages rental properties. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios across various investment types.

Alan Skidmore is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a member of The PSMC Group at Hughes Landing. He works with business executives, affluent families, and successful business owners, focusing on developing personalized financial strategies tailored to each client’s goals and risk tolerance. Alan’s client services include family wealth management, legacy planning, portfolio management, retirement income strategies, and philanthropic planning, among other specialized areas. Alan holds a Bachelor of Science degree from Kansas State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He brings over twenty years of business experience, including executive roles at both public corporations and private venture capital-backed companies. Alan emphasizes disciplined, goal-oriented financial planning and views consistent, compounded returns as key to long-term financial success. Outside of his professional work, Alan’s personal interests include hiking, running, reading, woodworking, and spending time with his family. He values faith and community involvement and has participated in fitness activities such as triathlons with his daughter.

James Lebouef is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2014. Outside of his advisory role, he acts as executor for his father’s estate. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Trang Banker is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Ameriprise and previously worked at PNC Investments LLC, JP Morgan Chase & Co., and BBVA in various capacities. Outside of finance, she has operated a small in-home eyelash extension service as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes proprietary research and collaboration between a centralized service team and financial advisors, with enrollment criteria that require a minimum level of investable assets and a preference for assets held within Ameriprise.

James Lyon IV is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he spent four years at Baylor University and five years at The Woodlands High School. He is also involved with Woodlands Wealth Builders, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Carter Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at The Reynolds Company in 2017 and 2018. 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, including discretionary and non-discretionary managed solutions, and maintains a large nationwide network of advisors and branches.

Catherine Kuznicki is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as time spent as a homemaker and at The Little School of Keytone. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

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 has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC and 16 years at Merrill. Outside of his advisory role, he is involved with Brighter Education for Dyslexia LLC, an advocacy group for families affected by dyslexia managed by his spouse, and directs Splash Canvas, LLC, a business based in The Woodlands, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 in The Woodlands, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he worked at Harman Wealth Management and Crossbridge Wealth Strategies. He also spent two years on the faculty at Sam Houston State University College of Business Administration. OSAIC Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and uses various tools and platforms to construct and manage portfolios tailored to client needs.

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 a Series 66 designation and one year of industry experience. His prior work includes roles at Woodforest Financial Services and Woodforest Wealth, as well as involvement with the Third Coast Volleyball Club. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains a range of advisory programs and consulting services, including specialized offerings for municipal and public finance clients.

Richard Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in The Woodlands, TX. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

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 with OSAIC based in The Woodlands, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at OSAIC since 2023 and previously spent 17 years with Sagepoint Financial, Inc. Johnson is also the sole proprietor of Harman Wealth Management, an independent RIA, where he provides investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisors and multiple advisory platforms.

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.