David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill, Greystone Financial Group, Inc., SagePoint Financial, and Harman Asset Management. Outside of his advisory role, he serves as Vice President on the board of a homeowners association in The Woodlands, Texas. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. Its advisers employ firm-provided tools and multiple advisory platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

Talon McAdams serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. His focus includes education planning, personal retirement planning, and tax minimization. Talon holds a Bachelor's Degree from the University of Saint Thomas and holds the Personal Investment Advisor (PIA) designation. His expertise emphasizes comprehensive planning designed to mitigate taxes, manage costs, and minimize overall risk, particularly for high-net-worth individuals and families. He approaches wealth management by creating tailored plans that align with each client's unique needs and goals. Outside of his professional responsibilities, Talon is involved with the Kingwood Rugby Club and is a member of the Sigma Tau Gamma Fraternity. He enjoys basketball, golfing, hunting, scuba diving, skiing, and spending time with his family. Talon and his wife Madison live downtown with their two cats.

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.

Erik Pettine is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Marcontell Wealth Management and Fidelity Investments. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Ramiro Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at Insperity and several other firms. Outside of his advisory role, he is involved in real estate investing as the managing member of Paving The Way Properties LLC and serves as a co-trustee of C5 Acquisitions LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.

Elvis Rodriguez is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Mr. Rodriguez worked as a Financial Advisor at VALIC Financial Advisors from 2015 to 2019. His earlier experience includes roles at Wells Fargo as a Home Equity Sales Consultant from 2007 to 2011 and as a Commercial Credit Analyst from 2006 to 2007. Mr. Rodriguez is a CERTIFIED FINANCIAL PLANNER™ who focuses on collaborating with clients to develop, implement, and monitor personalized financial plans tailored to their goals and needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout his professional practice. Outside of his professional work, Mr. Rodriguez has interests in baseball, cooking and baking, family activities, football, pets, and traveling.

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.

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.

Robert Scott is a financial advisor at Osaic Wealth, Inc. with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2023, he worked at SagePoint Financial, Inc. for seven years and has been involved with Pre Emptive Financial Services Inc. since 2002. He also works as an insurance agent offering health, life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing tools like risk-tolerance questionnaires and automated rebalancing to manage portfolios across various asset classes.

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 the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Caden completed his Bachelor's Degree at Texas A&M University System.

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.

Chen Zhao is a financial advisor at Fidelity with 18 years of industry experience. He previously worked at Ameriprise Financial Services and Scottrade Inc. Zhao holds Series 63 and Series 65 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and manages model portfolios composed of mutual funds, ETFs, and ETPs.

Juan Marin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the JPMorgan Chase organization since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Harry Allcott is a Wealth Management Advisor at Merrill Lynch Wealth Management with more than four decades of experience in the financial services industry. He began his career in commercial banking before joining Merrill Lynch in 1987. In his role, Harry specializes in wealth management and retirement income strategies, helping clients develop and implement long-term plans to meet their financial goals. He holds a Chartered Retirement Planning Counselor™ (CRPC) designation and is a qualified Portfolio Manager, offering personalized investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party options. Harry is also registered with FINRA, holding Series 7 and Series 66 licenses. Harry earned a Bachelor's degree from the University of Central Florida and a Master’s degree from the University of Kentucky. He holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His client focus includes corporate executives, endowments, foundations, non-profits, legacy and philanthropic planning, liquidity management, and small business strategies. Residing in The Woodlands, Texas, Harry and his wife Debbie have been married for over 40 years and have two adult children. They are active members of Faith Bible Church in The Woodlands. Outside of his professional work, Harry enjoys outdoor sports, college athletics, jazz music, and spending time with his family and grandchildren.