Paul Dimiceli III is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation. He has been with Edward Jones since 2022 and has prior experience working in education. Edward Jones is a full-service wealth management firm serving more than 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.

Jennifer Larkey is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Extraco Banks and First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samuel Dirringer is a Financial Advisor specializing in wealth management with Merrill Lynch. In his role, he works closely with clients to understand their individual financial goals and to develop personalized investment strategies aimed at pursuing those objectives. His responsibilities include providing investment advice and facilitating access to banking and lending services through Bank of America. Samuel's expertise encompasses general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes getting to know clients personally to tailor strategies that align with what matters most to them. Throughout his work, he offers ongoing advice and guidance to adapt to clients' evolving financial situations. He holds a high school diploma from Klein Oak High School and a bachelor's degree from Concordia University. Samuel has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is proficient in both English and French.

Lauren Biggs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at Wells Fargo Advisors and was self-employed for nearly a decade. Outside of her advisory role, she co-owns a rental property in Austin, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dustin Perry is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has experience working in insurance, benefits, and human resources through Hebert Financial and owns an agricultural business, Perry Cattle Company. Prior roles include positions with Carmichael Properties and the Lovelady Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Brian Kidwell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. He has been with LPL Financial since 2013 and also serves as Executive Vice President of D.Hilton Associates, Inc., where he oversees the Strategic Services Practice and assists with senior executive recruitment in the credit union industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by a range of tools for research and operations.

Lindsey Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership in Barlow Ventures LLC, a specialty contracting business based in Cypress, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Chamberlain is a Financial Consultant currently working at Fidelity Investments since 2019. He partners with clients to develop financial plans tailored to their family's specific needs and goals. Prior to his current role, Jared held positions as an Investment Consultant from 2017 to 2019 and as a Relationship Manager from 2015 to 2017, both at Fidelity Investments. He also gained experience as a Financial Services Representative at E*trade Financial from 2013 to 2014. Jared holds an Arkansas Insurance License, supporting his professional qualifications in the financial services industry.

Garrett Huff is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He previously worked at BBVA Compass before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he plays drums at several churches in the Houston area, including Oakridge Baptist Church. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Cody Bartlett is a CFP® with 17 years of experience in the financial industry. He has worked at LPL Financial since 2016 and previously spent seven years at Edward Jones. Bartlett Financial is a DBA associated with his work at LPL Financial. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Eriberto Elizondo Sr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Cetera since 2016 and is also the owner of Marathon Wealth Management. In addition to his advisory work, he is a partner at Elizondo & Elizondo, CPA's, a tax and accounting firm he has been involved with since 1993. Cetera Investment Advisers LLC provides a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management options.

Dennis Blackwell is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2002. Outside of his advisory work, he is an author. 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 a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Kris Mc Donald is a CFP® and Series 66-licensed financial advisor with Edward Jones in Conroe, TX, where he has worked for 14 years. His career has been exclusively with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Morin is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, Morin owns and manages Kara R. Morin LLC, a business focused on managing her Ameriprise practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Bowman is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 66 licenses. 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 solutions supported by a nationwide network of more than 23,700 advisors.

Robert Vaughan is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets and fiduciary services.

Kevin Dean is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2013 to 2022. He is based in Tomball, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team that works with advisors like Dean.

Anthony Comer is a CFP® with 27 years of industry experience, currently serving at UBS Financial Services. He worked at UBS from 2008 to 2025 before joining Wells Fargo Clearing in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Logan Lopez is a financial advisor with UBS Financial Services in The Woodlands, TX. He holds a Series 66 credential and has been with UBS since 2025. Prior to joining UBS, Lopez had roles at The Club of Carlton Woods and Farmers Daughter, along with experience in collegiate and sports-related positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Michael Clotiaux is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 25 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors for nearly two decades before joining Ameriprise. Outside of his advisory role, he buys and sells preowned watches as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes personalized Recommendation Reports supported by investment research and third-party data, with a service designed for clients meeting specific investable asset criteria.