Henry Matula Jr. is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been a FINRA registered advisor since 1993 and has been with Merrill and its predecessors since June of 1993. As a Portfolio Manager in the Merrill Investment Advisory Program, he can manage personalized or defined investment strategies, which may include individual stocks, bonds, model portfolios, and third-party investment strategies, often with discretionary authority if given by clients. Henry holds a Bachelor of Business Administration in Finance from the University of Houston’s C. T. Bauer School of Business. He completed the Executive Education Program at the University of Pennsylvania’s Wharton School in 2003. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds several licenses including Group 1 Texas Life and Health and FINRA Series 6, 7, 63, and 65 registrations. A native Texan from the Houston/Galveston area, Henry is involved with his church and participates in human welfare charities. He and his wife Tanya live in Houston, Texas, and enjoy spending time with their two sons. His personal interests include fishing, golfing, music, surfing, and tennis.

Rebecca Rhodes is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an operational model that curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Duran Dismore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 2004. He holds a B.S. in Finance from Elmhurst College. Duran has earned the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, and holds FINRA registrations including Series 7, 31, 66, 9, and 10. As a specially qualified Senior Portfolio Advisor, Duran provides traditional advice and guidance while building and managing custom investment strategies, including the selection from Merrill model portfolios and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Duran's areas of focus include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, managing new wealth, and retirement income. He has received recognition on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and 2022, and on the 2026 Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists. He resides in Montgomery, Texas with his wife and two children. Outside of work, Duran enjoys golfing, spending time with his family, and traveling.

Dawn Schricke is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Merrill in 2015, she worked at Ameriprise and Morgan Stanley. Outside of her advisory role, she owns a rental property unrelated to her client work. 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 various institutional investors.

Andrew Wentzler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has worked at Woodforest Wealth and Woodforest National Bank since 2015 and has been associated with Greene Wentzler Wealth since 2021. Wentzler is also vice president of Wentzler & Decker Wealth, a support company operating under his team name. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and uses analytical tools such as risk profiling and probabilistic modeling to tailor recommendations, supporting client implementation through various advisory programs.

Jacklyn Tobin is the Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads and collaborates with financial professionals to help clients develop personalized financial plans aimed at strengthening their financial well-being. She has worked with Fidelity Investments since 2014, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative I, Workplace Planning & Guidance Consultant, and Financial Representative. Throughout her career at Fidelity, Jacklyn has gained extensive experience in financial planning and client relationship management. Her expertise encompasses guiding clients through financial strategies tailored to their individual needs. Outside of her professional responsibilities, she engages in interests such as cooking and baking, family activities, golf, music, parenthood, and softball.

Denise Westbrook is a financial advisor with Merrill in The Woodlands, TX, holding Series 63 and Series 66 designations and with 29 years of industry experience. She previously worked at Oppenheimer for 15 years before joining Merrill in 2022. Outside of her advisory role, she serves as an executor and holds power of attorney responsibilities for a private entity. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Josh Pena is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals, values, and lifestyle. He employs a collaborative and holistic planning approach to help clients make informed decisions aimed at achieving financial independence and long-term peace of mind. Josh has been with Fidelity Investments since 2014, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, Investment Solutions Representative, and High Net Worth Associate. His extensive experience at Fidelity has provided him with a thorough understanding of financial planning and investment strategies. Outside of his professional work, Josh's personal interests include fitness, golf, reading, and snowboarding.

Nathaniel Ervin III is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been associated with Primerica Advisors since 1996 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and non-investment referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisor-supported recommendations, overseeing approximately $15.5 billion in assets under management.

Stephen Benotti is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Benotti has a 25% ownership stake in Sure Fine Markets, an investment-related business. 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 offers both brokerage and advisory solutions.

Valentina Everhart is a Series 66 licensed financial advisor with Raymond James Financial, based in Spring, TX, and has 19 years of industry experience. She has worked with Raymond James Financial Services, Inc. since 2007 and with Raymond James Financial Services Advisors, Inc. since 2009. 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, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through unique affiliations.

Craig Tomasek is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in The Woodlands, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ted Oliver Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Louis Mattaliano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James and affiliated entities since 2009. Outside his advisory role, he is a limited partner in the Mattaliano Family LP and a member of Memorial Equities, LLC. 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 and consulting services using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Anaydi Kashuba is a financial advisor with J.P. Morgan Securities in Tomball, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her career includes roles at Fidelity Investments, Citibank N.A., and multiple tenures with J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence with quantitative and qualitative research, incorporating ESG eligibility frameworks and supporting implementation through affiliated entities.

Michael Rondon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and BBVA Securities Inc. prior to his current role in The Woodlands, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to a range of strategies, including those with ESG considerations.

Dustin Creager is a Series 66-licensed financial advisor with Edward Jones in Spring, Texas, where he has worked since 2018. He has eight years of industry experience and a prior 20-year career at Wal-Mart Stores Inc. In addition to his financial advisory role, he serves as a volunteer firefighter and District Chief with the Klein Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various market segments. The firm offers a range of investment advisory programs and maintains a large national presence with over 23,000 advisors and 15,000 branch offices.

Daniel Brooks is a financial advisor with Charles Schwab, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Edward Jones, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operational resources.

Amber Seiler is a financial advisor at J.P. Morgan Securities with 16 years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan in 2026, she worked at Bank of America and Merrill for ten years. Outside of finance, she has been involved in photography and beauty-related ventures, including Amber Rae Photography and Colors of Amber Makeup. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible investment strategies.

Duncan Sandiland is a financial advisor at Cetera with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Avantax and its related entities for over two decades prior to joining Cetera. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management.