Richard Mclinden III is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2019. He is also involved with Oakcrest Advisors in a non-owner, support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Brian Hanley is a Series 66 licensed financial advisor with Edward Jones in The Woodlands, TX. He has six years of industry experience, including nine years at Hajoca Corporation prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

John Schantz III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years at Merrill. Schantz also served in the U.S. Army Reserves from 2010 to 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and non-discretionary implementation, utilizing investment research and algorithmic tools to support tax-aware withdrawal strategies and Social Security claiming options.

Crystal Coley is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Limelife by Alcone and Destination Church. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Zachary Stephens is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience, including prior roles at Bleyl Engineering, Cru, and American Civil Engineering Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors across the United States.

Kevin Pinkley is a financial advisor with LPL Financial in Conroe, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2004 and previously worked at UBS Financial Services from 2001 to 2004. Outside of his advisory duties, he is an author and contributes to a newsletter as well as a radio public service announcement related to divorce topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and third-party asset management, supported by tools such as machine learning, and oversees over $819 billion in discretionary assets.

Molly Anders is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors, with a focus on discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios and plays a formal advisory role to multiple registered investment companies.

Gregory Cater Sr. is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 46 years of industry experience. He has worked at Cetera and its affiliated entities since 2000 and serves as president of Cater Wealth Management. Cater also acts as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kurt Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build and manage wealth through personalized financial planning strategies. He specializes in family wealth management strategies, managing new wealth, and personal retirement planning. Kurt holds a Bachelor's Degree from Florida Atlantic University and is designated as a Personal Investment Advisor (PIA). He emphasizes working closely with clients to develop customized financial strategies aimed at pursuing their long-term goals. Outside of his professional responsibilities, Kurt enjoys spending time with his family and engaging in activities such as golfing, cooking, fishing, reading, and traveling. He is also involved in community volunteer work following Merrill's tradition of community participation.

Jonas Peterson is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following a long tenure at Bank One, Wisconsin. He serves on the Board of Directors for Citizens for Animal Protection. J.P. Morgan Securities 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.

Joseph Canlas is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Rene Ewing is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird since 2015 and holds Series 63 and Series 66 designations. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Peter Cymbala III is the Senior Resident Director at Merrill Lynch Wealth Management's Hughes Landing office in The Woodlands. He joined Merrill Lynch in 1998 and has held multiple management positions within the firm. He is a FINRA Registered Principal and focuses on client wealth management and advisory business management. Peter's expertise includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation. He earned both a Bachelor of Business Administration and an MBA from the University of Phoenix. Outside of work, Peter enjoys biking, boating, camping, cooking, hiking, running marathons, spending time with his family, traveling, and woodworking.

Kara Averitt is a financial advisor with Merrill based in The Woodlands, TX. She holds the Series 66 designation and has been with Merrill since 2012, including seven years under its affiliation with Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Debra Hilton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with LPL Financial since 2009 and also serves as Executive Vice President of D. Hilton Associates, a management consulting firm specializing in human resources and compensation consulting for the credit union industry. Hilton also receives commissions from non-variable life insurance sales with Pacific Life and Lincoln Financial. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jared Poullard is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in The Woodlands, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Parker Westover is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Parker progressed through several positions within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Customer Relationship Advocate (2023-2024). Parker began their career as a Wealth Management Intern at Merrill Financial Associates from 2021 to 2023. Parker believes that effective financial plans start with building meaningful relationships. By understanding each client's goals, values, and aspirations, Parker provides personalized guidance and ongoing support to help clients navigate life's changes with confidence. Outside of their professional work, Parker enjoys spending time at the beach and playing golf.

Pablo Gomez is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Richard Saldana is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for six years. He is also Vice President of Woodforest Wealth, a support company. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Tyler Henry is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at the University of Texas and held a leadership role as Chef's Lead Assistant with Zeta Tau Alpha, where he helped manage other servers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.