Jacob Bazzrea is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior firms include Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is engaged as an AI tutor in San Antonio, TX. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning services, and a range of insurance and lending products.

Timothy Anselmi is a financial advisor with Osaic Wealth, holding a Series 66 credential and bringing 20 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 17 years and briefly at Curian Capital, LLC. Outside of his advisory role, he sells property and casualty insurance and operates a marketing practice under Quest Agency Wealth Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a focus on asset allocation, portfolio optimization, and offers multiple advisory and brokerage services through an extensive affiliate network.

Brooks Nelson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and served on active duty with the U.S. Air Force from 2014 to 2017. Nelson holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and including capabilities in derivatives and commodities.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, SagePoint Financial, and Harman Asset Management. He serves as Vice President on the board of a local homeowners association in a volunteer capacity. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a diverse range of program options.

Christopher Garcia is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Raymond James in 2026, he worked at UBS Financial Services for five years and held various positions at JPMorgan Chase and its affiliated entities from 2016 to 2021. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachael Hunt is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, she held roles with organizations including the Jewish Federation of Greater Dallas and URJ Greene Family Camp. Her background includes community and nonprofit involvement. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Muhlbauer is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory role, he serves as president of WyoTex Investments, a capital investment company, and leads Between Jobs Ministry, a nonprofit focused on workforce skill development. He is also a co-owner of Peregrine Stimulation Services through his involvement with WyoTex Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a comprehensive range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Glynn Tolleson is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Glynn worked in education for nine years with the Tomball and Klein Independent School Districts. He also spent over a decade with Texas Peppers Fastpitch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Athena Squyres is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate firms since 2014. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining accounts within Ameriprise-managed portfolios.

Eric La Manna is a financial advisor with Edward Jones in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He worked at CG/American Funds Distributors and The Capital Group Companies from 2006 to 2019 before joining Edward Jones in 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Wohlschlaeger is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 17 years. His other business activities include a role as an associate at Woodforest Wealth in Conroe, TX. 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 institutions. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network.

Rita Swann is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Her prior roles include positions at Morgan Stanley, Next Financial Group, and TransAmerica Financial Advisors. Outside of her advisory work, she manages a personal trust as a trustee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services and implements a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Morado is a Series 66-licensed financial advisor with Fidelity, based in The Woodlands, TX, and has one year of industry experience. His background includes roles at Fidelity Brokerage Services LLC, Strategic Advisers LLC, and prior military service in the United States Marine Corps. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Robert Evans is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fisher Investments since 2018. Prior to that, he was with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2016 to 2018. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Adam Caldwell is a financial advisor at Edward Jones with seven years of industry experience. Before joining Edward Jones in 2022, he worked for 14 years at ECI Software Solutions/Shoptech Software. He holds Series 63, Series 65, and Series 66 licenses. 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Caden Cymbala is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Caden earned his Bachelor's Degree from the Texas A&M University System. Outside of his professional role, he has personal interests in biking, football, golfing, running including marathons, and swimming.

Charles Londa Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kathryn Frank is a financial advisor with Cetera, holding a ChFC® designation and multiple securities licenses, and has 20 years of industry experience. She has previously worked with NEXT Financial Group and Northwestern Mutual, among others. Frank is also the president of Innovative Premier Financial Services, where she provides insurance and financial services and trains new advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program and custodial options.

Heather Smith is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial and Kestra Financial Services. Outside of her advisory role, she has operated a design business and currently works as a delivery driver for DoorDash outside of her trading hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed-account programs while keeping services distinct.

Kyle Manuel is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.