Tara Olson is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked with several firms, including Avantax Advisory Services and R&R Wealth Management. Olson also supports advisors and clients as a paraplanner with DGN Wealth Advisors, where she assists in client enrollment and meeting preparation. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.

Meaghan Marquez Peraca is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2020, she worked in the veterinary field and operated a retail business. 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 solutions supported by a large nationwide network of advisors and branch offices.

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 financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining her current firm. Wells Fargo Advisors is a national securities firm providing 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 supported by comprehensive research and analytics.

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.

Diana Van Horn is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2009, bringing 19 years of industry experience. She serves in a leadership role as Regent/President for the Catholic Daughters Court St Martha Kingwood. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment capabilities.

Keith Nix is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years with the Cypress Fairbanks Independent School District. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

David Burke is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at Accenture, JP Morgan, and deVere Acuma, as well as a period at Rice University. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Michael Price is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at Avantax Advisory Services and Avantax Insurance Agency for a decade. Outside of his advisory role, he is the president and owner of MKP-Price & Co., P.C., a CPA firm, and serves as a director and treasurer of the Captain Swim Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across multiple program structures and custodial relationships.

Christopher Thompson is Vice President and Branch Leader at the The Woodlands Investor Center with Fidelity Investments. In this role, he coaches, leads, and develops a team of financial professionals. He supervises branch activities, engages clients, and collaborates with advisors to help clients pursue their financial goals through Fidelity's financial planning capabilities and process. Christopher has held several positions at Fidelity Investments since 2018, including Branch Leader from 2023 to 2025, Managing Director from 2022 to 2023, Team Leader in Client Services from 2020 to 2022, Workplace Planning Consultant from 2019 to 2020, and Client Relationship Advocate from 2018 to 2019. Outside of his professional responsibilities, Christopher enjoys beach activities, family time, fishing, football, and photography.

Joseph Bassett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior positions include roles at Brighthouse Financial, Allianz Life Insurance Company of North America, Cetera Advisors, and McKinney Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Richard Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors, FTR Technology, and various positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Scott Lile is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, beginning his career with Merrill Lynch in 1995. Scott specializes in comprehensive wealth management strategies, including corporate executive services, family wealth management, legacy planning, personal retirement planning, and tax minimization. He leads a team focused on developing investment strategies, goals-based planning, and wealth transfer solutions, emphasizing communication, goal tracking, and portfolio review to create personalized experiences for clients. Scott holds a Bachelor's degree in Finance from Hardin-Simmons University and maintains the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Will Herndon Research Fund as a Hope Ambassador, contributing to efforts aimed at eradicating juvenile Batten Disease. Residing in The Woodlands, Texas, Scott balances his professional commitments with personal interests that include biking, golfing, reading, traveling, and spending time with his family.

Mirna Menendez is a financial advisor at Fidelity with 13 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its regulatory registrations uncommon among large institutional peers.

Kelsey Shive is a Series 66 licensed financial advisor with 10 years of industry experience, currently with UBS Financial Services in The Woodlands, TX. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Beth Hearn is a CFP® with 39 years of experience in financial services, currently serving at OSAIC since 2025. Her prior experience includes eight years at Lincoln Financial Advisors Corporation and eleven years at Waddell & Reed, INC. and various insurance carriers through W&R Insurance Agencies, Inc. She is also a licensed notary. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory platforms and investment services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Katheryn Coleman is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. She previously worked at HFG Wealth Management before joining Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies constructed by internal Chief Investment Office teams and third-party managers.