Rod Rizile is a Financial Consultant with experience at Fidelity Investments, where he held various roles including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2019 to 2025. His professional background encompasses a range of responsibilities related to investment consulting, financial planning, and client relationship management. Rod's approach to financial planning is centered on understanding clients' unique financial goals. He emphasizes listening attentively and analyzing specific needs to develop personalized investment strategies aligned with long-term objectives. Outside of his professional work, Rod has personal interests in fitness, food, football, museums, and traveling.

June Stanton is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses. She has 6 years of industry experience and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements with employers.

Rachel Lewis is a financial advisor with Raymond James Financial in Spring, TX. She holds a Series 66 designation and has been with Raymond James since 2025. Lewis has over 20 years of experience as a bank branch manager at First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Sump is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 10 years of industry experience. Prior to joining Cambridge in 2018, he spent three years with Edward Jones. He is also the owner of LKS Wealth Management, LLC, based in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians and offers both discretionary and non-discretionary management options, with proprietary model strategies under the Founders Gate Capital brand.

Earl Newsome is a CFP® and ChFC® with 32 years of industry experience. He is currently with LPL Financial and has previously worked at Next Financial Group Inc, 1717 Capital Management Company, and Wealth Development Strategies Investment Advisory, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

Reagan Pettey is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and with 28 years of industry experience. He has been with LPL Financial since 2015 and also has a longstanding affiliation with Custom Benefit Services of Houston, Inc., which he has been involved with since 1997. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research technology.

Courtney Ruckstuhl is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and Chase Bank, as well as Price Financial LLC, where she provides financial planning and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Jessika Duarte is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A., and Bank of America, N.A. Prior to her advisory career, she was involved with LTF Club Management Co, LLC and Premium Brands Opco LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kameron Levis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Kameron worked at Patriot Utility Solutions and has a background that includes time at the University of Mary-Hardin Baylor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including various advisory and portfolio management functions. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and registered investors.

Michael Beck is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. In his role, he focuses on understanding clients' family dynamics and their intentions for managing their wealth, engaging regularly with them throughout their financial planning journey. Prior to his current position, Michael held various roles at Fidelity Investments, including Planning Consultant from 2021 to 2025, Relationship Manager from 2018 to 2021, and Financial Representative from 2017 to 2018. Through these positions, he has accumulated experience in financial planning and client relationship management. Outside of his professional commitments, Michael is involved in family activities and enjoys fishing, gardening, kayaking, and volunteering.

Lorena Garcia is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Gonzalez is a financial advisor with Wells Fargo Clearing in Tomball, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Lone Star National Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Tara Olson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cetera and has previously worked at firms including Avantax Advisory Services and R&R Wealth Management. Olson also serves as a paraplanner at DGN Wealth Advisors, providing client support and assisting with planning and trade execution. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary strategies.

John Behrend Jr. is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Darwin Pressley Jr. is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a short-term rental beach house in Galveston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Nanette Hernandez is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Investments, LLC. Based in The Woodlands, TX, her career has been focused within the Wells Fargo family of firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. 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 and investment solutions through a large nationwide network of advisors and branch offices.

Hrini Sandoval is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, she focuses on understanding each client's unique needs and goals and educates them on available options to help achieve their objectives. She works collaboratively with clients to develop customized investment strategies tailored to their priorities. Prior to her current position, Hrini was a Wealth Management Service Specialist, II at Fidelity Investments from 2022 to 2026. Before joining Fidelity, she worked as a Senior Registered Client Service Associate at UBS from 2016 to 2018.

Tanner Mitchell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022. Prior to this, he was employed at JPMorgan Chase Bank, N.A. beginning in 2019. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines systematic quantitative screens and qualitative research to create model asset allocations, incorporating ESG considerations and supported by affiliated implementation services.

Gabriel Aguilar is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Cypress, TX. Outside of his advisory role, he is associated with a medical practice focused on sleep and headache solutions in Houston. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.