James Lyon III is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 2002. Lyon is also involved in outside sales of non-variable insurance and operates a wealth-building business under the name WWB Woodlands Wealth Builders. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Dennis Synatschk is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2006. Outside of his advisory role, he operates an online sales business as an Amazon seller. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment services.

Terry Karch is a financial advisor at LPL Financial with 31 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 credentials. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Jeffrey Kosta is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Kit Vick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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 Series 66 licensed financial advisor with nine years of industry experience. She has been with Merrill in The Woodlands, TX since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform offers access to a wide array of financial products and services.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016, and has operated his own practice since 2013. Outside of his financial career, he serves as a freelance high school softball umpire. 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 to support client decision-making.

Rebecca Creager is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in education at Klein ISD and in healthcare administration at Hughes & Cozad Orthodontics. 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 solutions, managing approximately $1.01 trillion in assets through a large 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 holds Series 63 and Series 65 credentials and previously worked for 41 years at UBS Financial Services. He is based in The Woodlands, TX. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $500.956 billion in assets and serving a broad client base that includes individual investors, retirement plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis and maintains specialized capabilities in municipal and public finance.

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.

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.

Jacqueline Rivera is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Chad Devens is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a team representative for the Northpointe Shockwaves Swim Team, acting as a liaison between coaches, parents, and the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds. The firm supports over 23,000 advisors nationally and manages approximately $1.01 trillion in assets under management.

Cara Lennon is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Merrill since 2007 and has concurrently worked at Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s wider corporate platform, providing access to a range of products and services beyond traditional investment management.