Dustin Creager is a Series 66-licensed financial advisor with Edward Jones in Spring, Texas, where he has worked since 2018. He has eight years of industry experience and a prior 20-year career at Wal-Mart Stores Inc. In addition to his financial advisory role, he serves as a volunteer firefighter and District Chief with the Klein Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various market segments. The firm offers a range of investment advisory programs and maintains a large national presence with over 23,000 advisors and 15,000 branch offices.

Daniel Brooks is a financial advisor with Charles Schwab, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Edward Jones, and TD Ameritrade. 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, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operational resources.

Amber Seiler is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes ten years at Bank of America and Merrill. Outside of her advisory career, she has been involved in several entrepreneurial ventures, including Amber Rae Photography and Colors of Amber Makeup. J.P. Morgan Securities 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 investment recommendations.

Duncan Sandiland is a CFP® and ChFC® with 28 years of industry experience. He is currently affiliated with Cetera and has an extensive background that includes over two decades with Avantax Advisory Services and related firms. Sandiland also operates Sandiland Financial Solutions, providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Rod Rizile is a Financial Consultant with experience at Fidelity Investments, where he held various roles including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2019 to 2025. His professional background encompasses a range of responsibilities related to investment consulting, financial planning, and client relationship management. Rod's approach to financial planning is centered on understanding clients' unique financial goals. He emphasizes listening attentively and analyzing specific needs to develop personalized investment strategies aligned with long-term objectives. Outside of his professional work, Rod has personal interests in fitness, food, football, museums, and traveling.

June Stanton is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides diverse financial planning services without individual security recommendations as part of standalone plans.

Rachel Lewis is a financial advisor with Raymond James Financial in Spring, TX. She holds a Series 66 designation and has been with Raymond James since 2025. Lewis has over 20 years of experience as a bank branch manager at First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Sump is a financial advisor with Cambridge Investment Research Advisors in Spring, TX, holding a Series 66 credential and having 10 years of industry experience. Prior to joining Cambridge in 2018, he worked at Edward Jones from 2015 to 2018. He is the owner of LKS Wealth Management, LLC in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment platform options and combines proprietary and third-party model strategies, with documented disclosures and compliance features tied to its institutional scale.

Earl Newsome is a CFP® and ChFC® with 32 years of industry experience. He is currently with LPL Financial and has previously worked at Next Financial Group Inc, 1717 Capital Management Company, and Wealth Development Strategies Investment Advisory, Inc. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

Reagan Pettey is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and with 28 years of industry experience. He has been with LPL Financial since 2015 and also has a longstanding affiliation with Custom Benefit Services of Houston, Inc., which he has been involved with since 1997. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research technology.

Jessika Duarte is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A., and Bank of America, N.A. Prior to her advisory career, she was involved with LTF Club Management Co, LLC and Premium Brands Opco LLC. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Beck is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. In his role, he focuses on understanding clients' family dynamics and their intentions for managing their wealth, engaging regularly with them throughout their financial planning journey. Prior to his current position, Michael held various roles at Fidelity Investments, including Planning Consultant from 2021 to 2025, Relationship Manager from 2018 to 2021, and Financial Representative from 2017 to 2018. Through these positions, he has accumulated experience in financial planning and client relationship management. Outside of his professional commitments, Michael is involved in family activities and enjoys fishing, gardening, kayaking, and volunteering.

Lorena Garcia is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Gonzalez is a financial advisor with Wells Fargo Clearing based in Cypress, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Gonzalez worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background also includes roles at Lone Star National Bank and experience outside the financial sector. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Tara Olson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cetera and has previously worked at firms including Avantax Advisory Services and R&R Wealth Management. Olson also serves as a paraplanner at DGN Wealth Advisors, providing client support and assisting with planning and trade execution. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary strategies.

John Behrend Jr. is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Darwin Pressley Jr. is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a short-term rental beach house in Galveston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Nanette Hernandez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining her current firm. Wells Fargo Advisors is a national securities firm providing 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 supported by comprehensive research and analytics.

Hrini Sandoval is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, she focuses on understanding each client's unique needs and goals and educates them on available options to help achieve their objectives. She works collaboratively with clients to develop customized investment strategies tailored to their priorities. Prior to her current position, Hrini was a Wealth Management Service Specialist, II at Fidelity Investments from 2022 to 2026. Before joining Fidelity, she worked as a Senior Registered Client Service Associate at UBS from 2016 to 2018.

Tanner Mitchell is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and a brief tenure at Mettler Center. 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 investment recommendations.