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.

Nicole Ponthieux is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2012 and at JP Morgan Chase Bank, N.A. since 2014. 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 recommendations. The firm operates within the broader J.P. Morgan banking and broker-dealer organization and offers non-discretionary services through a select group of Wealth Advisors.

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.

Greg Hassett is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cain Cunningham is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he is involved in business ownership through Ronin Services LLC and provides consulting services related to automobile purchases. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate research-driven modeling and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Adan Montoya is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through complex financial landscapes, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Adan brings extensive expertise to his role, supporting entrepreneurs, multinational families, and individuals with tailored wealth management plans. His approach emphasizes comprehensive financial planning to empower clients in achieving their life goals. He holds several professional certifications, including the Certified Exit Planning Advisor® (CEPA) designation from the Exit Planning Institute, the Certified Private Wealth Advisor® (CPWA), and Retirement Management Advisor® (RMA) designations from the Investments & Wealth Institute™. Outside of his professional responsibilities, Adan engages in personal interests such as cooking, hiking, reading, traveling, writing, and yoga. He is involved in community activities, including service on the Southeast Alumni Council of his alma mater, Lafayette College.

Robert Hayes is a financial advisor with Merrill in Kingwood, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Merrill since 1998 and has been affiliated with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cara Lennon is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Merrill since 2007 and has been affiliated with Bank of America, N.A. since 2014. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thanh Nguyen is a financial advisor with Merrill in Spring, TX, holding a Series 66 credential and 10 years of industry experience. Prior to joining Merrill and Bank of America, Nguyen worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advisory work, Nguyen is a member of Nguyen Sisters Investments, LLC, a commercial real estate holding company, and supports her husband’s skincare business by attending industry conventions. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Karine Andriassyan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Edward Jones and Bank VTB. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Michael Goodwin is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has been with Cambridge since 2011 and holds Series 63 and Series 65 credentials. Outside of advisory work, Goodwin is a part-owner of Sterling Wealth Advisors and volunteers as a coach for Second Saturday in The Woodlands, TX. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options and proprietary model strategies, with a focus on tailored investment approaches and institutional-level support for advisors.

Steve Livlanich is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement plans through a centralized consulting team.

Wendy Allen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Oppenheimer & Co. Inc. She is currently an acting executor for her late mother's estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional clients, utilizing tailored non-discretionary planning supported by analytical tools and a range of advisory programs.

Samuel Dawson is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PwC and Mercer. Outside of his advisory role, he assists his spouse with events related to Rack N Roll Mahjong LLC, handling occasional income-related tasks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Mark Herring is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked within the Wells Fargo organization in various capacities since 2009. Outside of his advisory role, Herring has a 50% ownership in Harmony Wealth Management and co-owns a farm ranch in Texas through Fish-Crow LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm combines customized planning and investment solutions with access to Wells Fargo’s research and referral channels.

Blair Jennings is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served for over 29 years. In his role, Blair takes a consultative and objective approach to wealth management, working closely with clients to understand their financial situations, goals, and objectives. He develops personalized recommendations and strategies and assists with their implementation to help clients pursue their financial goals. Blair holds the Personal Investment Advisor (PIA) designation and is a specially qualified Portfolio Manager. He manages discretionary portfolios using his own Personalized or Defined Strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Blair is a graduate of Baylor University.

Eduardo Rosales is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ruben Blanco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as at Bank of America/Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.