Jorge Molina is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. He is also an insurance agent selling supplemental term and whole life insurance products through Assurity Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Michael Horvath is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Eaton Vance Distributors, Eaton Vance Management, and Merrill. 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, employing model portfolios, third-party subadvisors, and various technology-supported strategies.

Kurt Kula is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. He partners with Fidelity's High Net Worth families to educate them on different financial paths with the intent to work toward financial independence. Kurt has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1999. His previous positions include Financial Consultant, Investment Consultant, Financial Representative, and Financial Service-Trading Representative. Prior to his tenure at Fidelity, he worked as a Licensed Relationship Manager at Key Bank from 2006 to 2010 and as a Licensed Financial Consultant at PNC Financial Group, Inc. from 2003 to 2006.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Stegner is a Series 66-credentialed financial advisor at Edward Jones in Kingwood, TX, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Polivka is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2016. He leads Jerding & Polivka Wealth Management in The Woodlands, Texas, where he and his team specialize in serving successful families, business owners, oil and gas retirees, and corporate executives. Their approach combines personalized, goals-based strategies with the resources of Merrill Lynch, focusing on estate planning, multigenerational wealth transfer, business succession planning, tax-loss harvesting, customized investment strategies, and corporate retirement plans. John prioritizes a comprehensive understanding of each client’s objectives to tailor financial strategies accordingly. John holds multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Accredited Portfolio Management Advisor™ (APMA™), Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). He also possesses FINRA Series 7, 63, and 66 registrations, a Texas Group One Life, Accident, Health, and HMO License, and Bloomberg Market Concepts certification. John earned his Bachelor’s Degree from the Louisiana State University System and remains active in the LSU Alumni Association’s Houston chapter. Residing in the Cypress area with his wife, Casey, and their son Hank, John supports the Houston Astros and the Houston Livestock Show and Rodeo. His personal interests include fishing, football, golfing, and hunting. He is affiliated with several professional and community organizations, such as the American Finance Association, Bank of America Inter-Generational Employee Network (IGEN), LSU Alumni Association Houston chapter, Phi Gamma Delta fraternity Beta Rho Chapter at LSU, United States Golf Association (USGA), and the Houston Livestock Show and Rodeo.

Colin Jerding is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing clients with personalized wealth management strategies, focusing on areas such as college education planning, legacy planning, tax minimization, and retirement income. Colin is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst, bringing a goals-based approach to investment and financial planning. He holds a bachelor's degree from Baylor University and is a native of Houston, Texas. Colin emphasizes transparency and a personalized process that aligns with each client's unique priorities and ambitions. Outside of his professional work, he enjoys golfing and attending local sporting events, including baseball, basketball, football, fishing, ice hockey, and soccer.

Edwin Nieto is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in soccer coaching in Willis, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Phillip Flores is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kelly Troutman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2014. 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 and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Patterson Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity. 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 brokerage services utilizing both discretionary and non-discretionary management approaches.

Louis Perkins is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities. In addition to his role at Cetera, Perkins is involved in managing financial planning and investment-related activities through his partnerships in Sugar Land Financial Advisors and Lifespring Financial Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with access to a variety of investment strategies and third-party managers.

Matthew Hull is a CFP® with 11 years of experience in financial advisory. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 10 years at Edward Jones. Outside of his advisory role, he is the owner and operator of Hull Family Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor recommendations and supports municipal and public-finance work, along with offering specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Diana Deville is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Janko Trenkoski serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he delivers integrated financial strategies tailored to individual client needs, leveraging the investment insights of Merrill alongside the banking convenience and lending solutions offered by Bank of America. His client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. With 20 years of professional experience in global investments, pensions, entrepreneurship, private equity, and general management, Janko combines his expertise with a commitment to personalized service. He holds multiple professional designations including Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from McNeese State University and is a member of professional organizations such as the CAIA Association, CFA Institute, CFA Society of Houston, CFP Board, and the Global Association of Risk Professionals (GARP). Outside of his professional endeavors, Janko engages in various community activities including involvement with the CFA Society Houston, Houston Livestock Show and Rodeo, Rotary Club of Lake Conroe, and The Woodlands Area Chamber of Commerce. His personal interests include boating, football, hiking, running, soccer, tennis, and spending time with his family.

Daniel Hemberger is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Madison Stone is a financial advisor with Merrill in The Woodlands, TX, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2025, Madison worked at Thrivent Financial and Thrivent Investment Management Inc. from 2023 to 2025, and has experience with Wells Fargo Clearing Services and TD Ameritrade. Before entering the finance industry, Madison was involved in trucking operations for five years. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mc Gill is a financial advisor at Edward Jones in The Woodlands, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive and wholesale distribution sectors for Sewell Automotive Companies and Hajoca Corp, and was involved with Lupa's Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Joseph Zurfley is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 credentials and with 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, Charles Schwab, and TASO Houston Chapter. Outside of advising, he serves as a high school and NCAA baseball umpire and is the executive director of HTX Boat Charters LLC, a boat rental and leasing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Clarissa Barras is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2009. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven portfolios and serves as a registered commodity pool operator with oversight of multiple registered investment companies.