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.

James Lyon III is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 63 designation and 34 years of industry experience. Prior to joining LPL Financial in 2002, he worked at Waddell & Reed for nine years. He is involved in outside sales of non-variable insurance and operates a wealth management business under the name WWB Woodlands Wealth Builders. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of substantial discretionary assets.

Terry Karch is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2009, following nine years at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Marcus Gilbert is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including UBS Financial Services and Wells Fargo, before joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Connor Pittman is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he provides financial strategies designed to help clients stay on track to achieve their individual financial goals. He manages custom investment strategies on a discretionary basis, selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Connor serves as a resource for clients in areas including general investing, retirement planning, college education planning, executive compensation, legacy planning, and more. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Connor works closely with clients to discuss their goals and provide ongoing advice as their needs evolve. He holds a Bachelor's Degree from the Texas A&M University System and has earned the Personal Investment Advisor (PIA) designation. Connor resides in The Woodlands, Texas, with his wife and son, where they are active members of their church. In his free time, he enjoys golfing, hunting, and fishing.

Kit Vick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years with Prudential Equity Group, 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brittney Stephens is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and investment adviser.

Antonia Teneyuque is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Pablo Salinas is a Financial Consultant currently working at Fidelity Investments since 2018. He has been involved in financial consulting and investment advisory roles since 2011, with previous experience as an Investment Consultant at Fidelity Investments from 2017 to 2018 and as a Financial Advisor at AXA Advisors from 2011 to 2017. Pablo collaborates with clients to build financial plans aimed at helping them work towards their life goals. He focuses on ensuring that clients understand and feel confident in their financial plans and futures.

Justin Dehn is a Vice President and Financial Consultant at Fidelity Investments. He has held various positions within the company since 2019, progressing from Financial Representative to his current role since 2025. Justin partners with clients through a collaborative planning approach, engaging in holistic discussions to understand their financial situations and unique preferences. This process enables him to create customized financial plans tailored to clients' financial and emotional goals, needs, and objectives. Outside of his professional work, Justin has interests in baseball, cars, fitness, golf, parenthood, and volunteering.

Michael Kelly II is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at J.P. Morgan Securities since 2016. His prior roles include positions at LPL Financial and Wells Fargo Clearing. Outside of his advisory work, he is a freelance high school softball umpire. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screening and qualitative research to support its non-discretionary advisory programs.

Rebecca Creager is a Series 66-licensed financial advisor with Edward Jones, based in Spring, TX, with one year of industry experience. Her prior work includes roles at Klein ISD and Hughes & Cozad Orthodontics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Harold Lesage Jr. is a financial advisor at Raymond James & Associates with 53 years of industry experience. He previously worked at UBS Financial Services for 41 years before joining Raymond James in 2026. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, providing financial planning and non-discretionary investment consulting across multiple portfolio management styles.

Santiago Carranza is a financial advisor with Edward Jones in Kingwood, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Carranza serves as Chair of the Humble ISD Education Foundation, where he leads board meetings and participates in fundraising efforts. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Laurie Miller is a CFP® and Series 66-licensed financial advisor with Edward Jones in The Woodlands, TX, bringing 15 years of industry experience. She has been with Edward Jones since 2010. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lana Mavor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. She attended Southern Methodist University and North Carolina State University before beginning her career in financial services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Melber is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at The Fitzpatrick Group and Primerica. He is also a licensed life insurance agent with One America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Robert Arnold is a CFP® professional with 18 years of experience in the financial services industry, currently serving at Edward Jones since 2008. He holds a Series 66 license and is based in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.