Janko Trenkoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. With two decades of experience in global investments, pensions, entrepreneurship, private equity, and general management, he assists clients by delivering integrated financial strategies tailored to their needs. Janko combines personalized service with access to Merrill's global resources and the banking solutions of Bank of America. He specializes in liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Janko holds several 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 a bachelor's degree from McNeese State University and is fluent in Spanish, Serbo-Croatian, and English. Janko is engaged in various professional organizations such as the CAIA Association, CFA Institute, CFA Society of Houston, CFP BOARD, GARP, Lake Conroe Sailing Association, and Rotary International. His community involvement includes participation in the CFA Society Houston, Houston Livestock Show and Rodeo, Rotary Club of Lake Conroe, and The Woodlands Area Chamber of Commerce. Outside of work, he enjoys boating, football, hiking, running, soccer, tennis, and spending time with his family.

Madison Stone is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Merrill and Bank of America in 2025, Stone worked at Thrivent Financial and related affiliates from 2023 to 2025, as well as at Wells Fargo Clearing Services and TD Ameritrade. Merrill 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, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated within Bank of America’s broader platform, providing access to an extensive set of products and services.

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.

Lauri Camden is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. Prior to joining Raymond James in 2025, she worked at Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she owns an essential oil business that she inherited and maintains a minor involvement in investment activities managed by her husband. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.

Tulin Harvey is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to develop personalized financial strategies that align with their short-, medium-, and long-term goals. Her approach involves understanding each client's unique priorities and providing guidance across various areas, including college education planning, corporate benefits, retirement income, tax minimization, and small business strategies. In addition to wealth management, Tulin connects clients with Bank of America specialists for expertise in banking, lending, home financing, and small business solutions. Tulin holds a Bachelor's Degree from Sam Houston State University and holds the Personal Investment Advisor (PIA) designation. Fluent in English and Turkish, she is involved in professional and community organizations such as the Greater Houston Women's Chambers of Commerce and The Woodlands Women's Tennis League. She also participates in the Civil Air Patrol Auxiliary and serves on her community's Social and Welcome Committee. Outside of her professional responsibilities, Tulin enjoys activities including biking, dancing, drawing/sketching, golfing, horseback riding, reading, skiing, tennis, and traveling. She emphasizes open and transparent communication to build relationships based on trust, respect, and mutual understanding with her clients.

Charles Bankerd is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc., along with operating Bankerd Financial Services since 2008. He is also involved in non-variable insurance activities. 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 advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kyle Baker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Relationship Banker at JPMorgan Chase & Co from 2022 to 2024 and as an Account Executive at Goosehead Insurance in 2022. In his role as Financial Consultant, Kyle partners with clients to understand their short and long-term financial goals and helps to construct financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional work, Kyle has interests in cars, food, football, traveling, and volunteering.

Jason Peterson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as co-trustee for his father's trust in Pitsford, New York. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on municipal clients and public finance activities.

Lazaro Rodriguez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Paul Nitz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously spent 30 years with Avantax entities in various roles. Outside of his advisory work, he operates a legal practice focused on estate planning and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

James Arnold is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served 14 years in the United States Coast Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Carl Carlile is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has worked with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending through a large network of financial advisors and branch offices.

Ashley Fitts is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Belk and Convergys. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its research processes.

Garret Story Sealey is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, AXA Advisors, LPL Financial, and Intrua Financial. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Lindsey Broadwell is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses. She has over one year of experience in the financial services industry, including roles at PFS Investments Inc. and Primerica Financial Services, and previously worked at Chevron and ConocoPhillips. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jacob Bazzrea is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and five years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and NYLIFE Securities LLC. Outside of financial advisory work, he is employed as an AI tutor. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Timothy Anselmi is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. In addition to his advisory role, Anselmi sells property and casualty insurance and owns Sunbelt Financial LLC, which supports his practice’s administrative needs. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managers and platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brooks Nelson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously served on active duty in the U.S. Air Force from 2014 to 2017. Nelson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Harman Asset Management and SagePoint Financial. He serves as Vice President of a local homeowners association in a volunteer capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.