Kurt Kula is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. He partners with Fidelity's High Net Worth families to educate them on different financial paths with the intent to work toward financial independence. Kurt has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1999. His previous positions include Financial Consultant, Investment Consultant, Financial Representative, and Financial Service-Trading Representative. Prior to his tenure at Fidelity, he worked as a Licensed Relationship Manager at Key Bank from 2006 to 2010 and as a Licensed Financial Consultant at PNC Financial Group, Inc. from 2003 to 2006.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Stegner is a Series 66-credentialed financial advisor at Edward Jones in Kingwood, TX, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Polivka is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2016. He leads Jerding & Polivka Wealth Management in The Woodlands, Texas, where he and his team specialize in serving successful families, business owners, oil and gas retirees, and corporate executives. Their approach combines personalized, goals-based strategies with the resources of Merrill Lynch, focusing on estate planning, multigenerational wealth transfer, business succession planning, tax-loss harvesting, customized investment strategies, and corporate retirement plans. John prioritizes a comprehensive understanding of each client’s objectives to tailor financial strategies accordingly. John holds multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Accredited Portfolio Management Advisor™ (APMA™), Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). He also possesses FINRA Series 7, 63, and 66 registrations, a Texas Group One Life, Accident, Health, and HMO License, and Bloomberg Market Concepts certification. John earned his Bachelor’s Degree from the Louisiana State University System and remains active in the LSU Alumni Association’s Houston chapter. Residing in the Cypress area with his wife, Casey, and their son Hank, John supports the Houston Astros and the Houston Livestock Show and Rodeo. His personal interests include fishing, football, golfing, and hunting. He is affiliated with several professional and community organizations, such as the American Finance Association, Bank of America Inter-Generational Employee Network (IGEN), LSU Alumni Association Houston chapter, Phi Gamma Delta fraternity Beta Rho Chapter at LSU, United States Golf Association (USGA), and the Houston Livestock Show and Rodeo.

Colin Jerding is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing clients with personalized wealth management strategies, focusing on areas such as college education planning, legacy planning, tax minimization, and retirement income. Colin is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst, bringing a goals-based approach to investment and financial planning. He holds a bachelor's degree from Baylor University and is a native of Houston, Texas. Colin emphasizes transparency and a personalized process that aligns with each client's unique priorities and ambitions. Outside of his professional work, he enjoys golfing and attending local sporting events, including baseball, basketball, football, fishing, ice hockey, and soccer.

Kelly Troutman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Patterson Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing both discretionary and non-discretionary management approaches.

Louis Perkins is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities. In addition to his role at Cetera, Perkins is involved in managing financial planning and investment-related activities through his partnerships in Sugar Land Financial Advisors and Lifespring Financial Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with access to a variety of investment strategies and third-party managers.

Chih Hao Ng is a financial advisor with OSAIC in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Next Financial Group Inc. Ng is also involved in insurance sales and management through his roles in related businesses. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms and legacy account transitions.

Diana Deville is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Janko Trenkoski serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he delivers integrated financial strategies tailored to individual client needs, leveraging the investment insights of Merrill alongside the banking convenience and lending solutions offered by Bank of America. His client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. With 20 years of professional experience in global investments, pensions, entrepreneurship, private equity, and general management, Janko combines his expertise with a commitment to personalized service. He holds multiple professional designations including Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from McNeese State University and is a member of professional organizations such as the CAIA Association, CFA Institute, CFA Society of Houston, CFP Board, and the Global Association of Risk Professionals (GARP). Outside of his professional endeavors, Janko engages in various community activities including involvement with the CFA Society Houston, Houston Livestock Show and Rodeo, Rotary Club of Lake Conroe, and The Woodlands Area Chamber of Commerce. His personal interests include boating, football, hiking, running, soccer, tennis, and spending time with his family.

Daniel Hemberger is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Madison Stone is a financial advisor with Merrill in The Woodlands, TX, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2025, Madison worked at Thrivent Financial and Thrivent Investment Management Inc. from 2023 to 2025, and has experience with Wells Fargo Clearing Services and TD Ameritrade. Before entering the finance industry, Madison was involved in trucking operations for five years. 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.

John Mc Gill is a financial advisor at Edward Jones in The Woodlands, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive and wholesale distribution sectors for Sewell Automotive Companies and Hajoca Corp, and was involved with Lupa's Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Joseph Zurfley is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 credentials and with 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, Charles Schwab, and TASO Houston Chapter. Outside of advising, he serves as a high school and NCAA baseball umpire and is the executive director of HTX Boat Charters LLC, a boat rental and leasing business. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Clarissa Barras is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2009. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven portfolios and serves as a registered commodity pool operator with oversight of multiple registered investment companies.

Tulin Harvey is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to develop personalized financial strategies that align with their short-, medium-, and long-term goals. Her approach involves understanding each client's unique priorities and providing guidance across various areas, including college education planning, corporate benefits, retirement income, tax minimization, and small business strategies. In addition to wealth management, Tulin connects clients with Bank of America specialists for expertise in banking, lending, home financing, and small business solutions. Tulin holds a Bachelor's Degree from Sam Houston State University and holds the Personal Investment Advisor (PIA) designation. Fluent in English and Turkish, she is involved in professional and community organizations such as the Greater Houston Women's Chambers of Commerce and The Woodlands Women's Tennis League. She also participates in the Civil Air Patrol Auxiliary and serves on her community's Social and Welcome Committee. Outside of her professional responsibilities, Tulin enjoys activities including biking, dancing, drawing/sketching, golfing, horseback riding, reading, skiing, tennis, and traveling. She emphasizes open and transparent communication to build relationships based on trust, respect, and mutual understanding with her clients.

Kyle Baker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Relationship Banker at JPMorgan Chase & Co from 2022 to 2024 and as an Account Executive at Goosehead Insurance in 2022. In his role as Financial Consultant, Kyle partners with clients to understand their short and long-term financial goals and helps to construct financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional work, Kyle has interests in cars, food, football, traveling, and volunteering.

Jason Peterson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has worked with Raymond James since 2017, and previously spent eight years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his father's trust. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Evan Weibel is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent eight years at Invesco Advisers, Inc. 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 through a nationwide network of over 23,700 advisors and offers a broad range of advisory programs and affiliated investment products.