Michael Kelly II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016, and has operated his own practice since 2013. Outside of his financial career, he serves as a freelance high school softball umpire. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Rebecca Creager is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in education at Klein ISD and in healthcare administration at Hughes & Cozad Orthodontics. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Emilie Hegyes is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2019 after nearly eight years in scientific research and development. She brings a background in critical thinking and problem-solving derived from her scientific education and experience, applying these skills to help clients identify what is most important to them and create plans to realize their goals. Emilie emphasizes building trusted and accountable relationships with her clients, supporting them throughout the financial planning process and sharing in the success when goals are achieved. Emilie holds a Bachelor of Science in Chemistry and a PhD in Materials Science, both from the University of Montana. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her client focus areas encompass college and education planning, family wealth management, retirement planning and income, philanthropic and socially responsible investing, as well as services for endowments, foundations, and non-profits. Outside of her professional role, Emilie and her wife share a commitment to raising their family in Missoula. She is involved with community organizations such as A Carousel for Missoula, Montana Science Fair, Montana Special Olympics, The Dylan Steigers Concussion Project, and spectrUM Science. Emilie enjoys spending time with her family attending local Griz games and community events, as well as engaging in outdoor activities in Montana’s parks, trails, rivers, lakes, and ski hills.

Harold Lesage Jr. is a financial advisor at Raymond James & Associates with 53 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 41 years at UBS Financial Services. He is based in The Woodlands, TX. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $500.956 billion in assets and serving a broad client base that includes individual investors, retirement plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis and maintains specialized capabilities in municipal and public finance.

Santiago Carranza is a financial advisor with Edward Jones in Kingwood, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Carranza serves as Chair of the Humble ISD Education Foundation, where he leads board meetings and participates in fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicole Ponthieux is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2012 and at JP Morgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC 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. The firm operates within the broader J.P. Morgan banking and broker-dealer organization and offers non-discretionary services through a select group of Wealth Advisors.

Laurie Miller is a CFP® and Series 66-licensed financial advisor with Edward Jones in The Woodlands, TX, bringing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lana Mavor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. She attended Southern Methodist University and North Carolina State University before beginning her career in financial services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Arnold is a CFP® professional with 18 years of experience in the financial services industry, currently serving at Edward Jones since 2008. He holds a Series 66 license and is based in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adan Montoya is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through complex financial landscapes, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Adan brings extensive expertise to his role, supporting entrepreneurs, multinational families, and individuals with tailored wealth management plans. His approach emphasizes comprehensive financial planning to empower clients in achieving their life goals. He holds several professional certifications, including the Certified Exit Planning Advisor® (CEPA) designation from the Exit Planning Institute, the Certified Private Wealth Advisor® (CPWA), and Retirement Management Advisor® (RMA) designations from the Investments & Wealth Institute™. Outside of his professional responsibilities, Adan engages in personal interests such as cooking, hiking, reading, traveling, writing, and yoga. He is involved in community activities, including service on the Southeast Alumni Council of his alma mater, Lafayette College.

Jacqueline Rivera is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Robert Hayes is a financial advisor with Merrill, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998 and also has a tenure at Bank of America starting in 2009. 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 to individuals, high-net-worth clients, and institutional investors.

Chad Devens is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a team representative for the Northpointe Shockwaves Swim Team, acting as a liaison between coaches, parents, and the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds. The firm supports over 23,000 advisors nationally and manages approximately $1.01 trillion in assets under management.

Cara Lennon is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Merrill since 2007 and has concurrently worked at Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s wider corporate platform, providing access to a range of products and services beyond traditional investment management.

Thanh Nguyen is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. Nguyen previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Co. Outside of advising, Nguyen is a member of Nguyen Sisters Investments, LLC, a commercial real estate holding company, and participates in a skincare business by supporting her husband's involvement in selling products through Riman. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Karine Andriassyan is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Edward Jones and Bank VTB. She is currently based in The Woodlands, TX. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Goodwin is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has been with Cambridge since 2011 and holds Series 63 and Series 65 credentials. Outside of advisory work, Goodwin is a part-owner of Sterling Wealth Advisors and volunteers as a coach for Second Saturday in The Woodlands, TX. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options and proprietary model strategies, with a focus on tailored investment approaches and institutional-level support for advisors.

Wendy Allen is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and Oppenheimer & Co. Inc. She is currently an acting executor for her late mother’s estate. Raymond James Financial Services Advisors serves a wide range of clients, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored plans developed through client interviews, risk profiling, and firm research.

Samuel Dawson is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PwC and Mercer. Outside of his advisory role, he assists his spouse with events related to Rack N Roll Mahjong LLC, handling occasional income-related tasks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Scott Dean is a financial advisor with LPL Financial in Montgomery, TX, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by research and model portfolios.