Thomas Reed is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he is active as a guest evangelist at churches of Christ in the greater Houston area, serves on the board of a prostate cancer support group, and is a board member of the Houston chapter of the Stanford Black Alumni Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Rivera is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Wells Fargo Bank, BBVA Securities, and Compass Bank prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with oversight on delegated management and attention to conflicts of interest.

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.

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 with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior work at Mass Mutual Investors Services. Outside of his advisory role, he is co-owner of an LLC that provides tax-related services and volunteers as a coach with a local community organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management and utilizes proprietary model strategies under the Founders Gate Capital brand.

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.

Scott Dean is a financial advisor with LPL Financial in Montgomery, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented through a large network of advisors.

Mark Herring is a CFP® professional with 38 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing for nine years and UBS Financial Services for eight years. He co-owns Harmony Wealth Management and has an ownership interest in a farm ranch through Fish-Crow LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with flexible implementation options and a variety of specialized planning services.

Casey Heathcott is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2011. He is based in Conroe, TX, and holds the Series 66 designation. Outside of his advisory role, Heathcott is a board member of Love Fosters Hope in The Woodlands, TX, where he contributes to the governance of the organization's stability and growth. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients across individual and institutional sectors. The firm offers a range of investment advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

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.

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 at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Bank of America/Merrill Lynch. 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 searches, and customized performance reporting through a non-discretionary advisory program.

Todd Shelley is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 10 years with Edward Jones. Shelley is based in The Woodlands, TX. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Sarah Seifert is a financial advisor with Raymond James Financial in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms, including Edward Jones and McLinden Financial, where she is also employed as a registered branch associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary investment consulting to client goals and supports municipal finance work through a unique affiliation with a municipal advisor.

Phillip Owens Jr. is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Merrill. 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.

Oriana Bonsembiante is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, she worked at Strategic Financial Solutions and held teaching positions at several schools. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Matthew Stout is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Harman Wealth Management, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Willard Marett is a Series 66-licensed financial advisor at Merrill with one year of industry experience. His prior work includes roles at Bank of America, Prahit Enterprises LLC, and the University of Houston, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Amlan Sahoo is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He helps individuals, families, and businesses achieve their financial goals through personalized wealth management strategies supported by the financial enterprise of Merrill and Bank of America. In his role, he leads the development and execution of financial plans and investment strategies across equities, fixed income, alternatives, and multi-asset portfolios. He combines macroeconomic and financial market insights with fundamental analysis to guide clients through complex financial markets. With a foundation in investment portfolio management, financial and investment analysis, economic analysis, asset allocation, investment selection, risk management, and financial planning, Amlan creates and executes performance-driven financial strategies. As a Portfolio Advisor, he also recommends individual or combined Merrill or approved third-party investment managers’ strategies, funds, or portfolios to help clients pursue their investment objectives. Amlan holds a Bachelor's degree from George Washington University and a Master of Business Administration from the University of Houston System. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Amlan is involved with the SKAI Foundation and is connected to Rice Tennis. He enjoys basketball, chess, golfing, soccer, and tennis.

Paul Hughston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group from 2001 to 2003. 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.