James Robertson is a financial advisor at Ameriprise with 42 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. and OSAIC. Robertson serves on the Board of Directors for the Westwood Magnolia Improvement District and is the owner of Mint Private Client Group PLLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written retirement-income recommendations.

Lauren Martin is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Austin Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Brady is a financial advisor with Raymond James & Associates in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 1998. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Shaoying Qing is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Qing's prior roles include positions at Pruco Securities LLC, GHA Capstone, LLC, and entrepreneurial experience with YuShi Apparel e-commerce LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to external asset managers, and participation in the Model Wealth Portfolios wrap program.

Erica Greene is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career has been exclusively with Wells Fargo entities in various capacities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to create tailored recommendations.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of Hawaii and Bank of America, with concurrent involvement at Louisiana State University Shreveport. 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, and various organizations.

Kenneth Logsdon is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 40 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 and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Brian Bohr is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire career, starting in 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a nationwide network of financial advisors and branch offices supporting approximately $1.01 trillion in assets under management.

James Whitmore Sr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Summit Financial Group Inc. and Summit Brokerage Services, Inc., and he operates Whitmore Financial Services, a separate business he founded in 2002. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Loren Westerfield is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His career includes roles at InfoStride, We the Veterans Foundation, Atkinson Engineers, Liberty University, and eight years with the United Service Organizations (USO). Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Zachary Heard is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments and Invesco. He is a partner in Black Creek Investment LLC, a real estate investment venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

John Mccauley is a CFP® professional with 34 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Beaumont, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

James Mc Kenzie is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward Jones since 1993. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miriam Alvarez Martinez is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles at Bank of America, N.A. and Wells Fargo Bank. 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.

Bruce Robertson is a financial advisor with Osaic Wealth, Inc. based in Tomball, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Osaic in 2025, he spent 10 years with Lincoln Financial Advisors. Outside of his advisory work, he provides musical instruction and performs in concerts and is involved with a wedding and event planning business managed by his family. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and multiple investment platforms to offer tailored portfolio management and financial planning solutions.

Cynthia Lange is a financial advisor with Merrill, holding the Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Merrill since 2009. Outside of her financial advisory role, she is an officer at Texas Glassblowing, LLC, a family-held business in Magnolia, Texas. 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.

Jackson Markham is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Integrated Payment Services and involvement in golf-related business activities through Jackson Markham Golf. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Keaton Hineman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of advising, he is a partner in HD Ag, LLC, a real estate investment company based in Conroe, TX. 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 strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Rodney Linehan is a CFP® professional with 28 years of industry experience. He is currently with Cetera and previously spent 27 years at Avantax Investment Services, Inc. He also owns an accounting and tax preparation business and serves as a trustee for fiduciary appointments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services delivered through a nationwide network of over 10,000 independent advisors.

Bradley Glenn is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones before joining OSAIC in 2023. Glenn is also involved with Harman Wealth Management, where he advises clients on portfolio transactions, insurance reviews, and financial planning. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisors and proprietary platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers to construct tailored investment portfolios.