Rachael Lavoie is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James since 2016. In addition to her advisory role, she works as a Client Services Manager at Aventura Family Office in The Woodlands, 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, and institutional clients, employing fact-finding and analytical tools to tailor non-discretionary planning and investment recommendations.

Bryan Sullivan is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at ACV Auctions for six years and Chick-fil-A for two years. 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 operates a large network of financial advisors and branches, offering a variety of investment strategies and affiliated capabilities under a fiduciary standard.

Collin Martin is a financial advisor at Edward Jones in Tomball, Texas, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles at Traditions Golf Club, Popid, Northwestern Mutual, and Star Cinema Movie Theater. He also attended Texas A&M University from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jeanette Mattiza is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. She spent 38 years at UBS Financial Services before joining Raymond James in 2026. Outside of her advisory work, she is a partner at MCJ LLC. Raymond James & Associates is a large, dually registered 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 services supported by a nationwide adviser network.

Rose Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She also provides notarization services for client documentation on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Shane Young is the Resident Director and Financial Advisor at Merrill Lynch Wealth Management, serving the Houston Champions office. He has been with Merrill Lynch since 2000 and has experience as a Complex Administrative Manager, overseeing offices across Texas and Louisiana. His role also includes responsibilities as a registered FINRA Principal Supervisor, providing clients with insight into the regulatory and risk considerations of wealth management. Shane's expertise encompasses a range of financial services including family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. He holds multiple FINRA registrations including Series 7, 66, 9, 10, and 3, along with licenses from the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID: 1163440). Prior to his financial career, he was a Tae Kwon Do instructor and business owner. Shane earned a bachelor's degree in Applied Arts and Sciences from Lamar University. He resides in Spring, Texas, with his wife Antonieta and their three children. Shane is involved with the Klein Independent School District and has personal interests in boxing, fishing, and music.

Cody Ringo is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His background includes service in the United States Air Force from 2015 to 2023 and prior roles at First Command and the University of Alabama. Ringo operates under the Woodlands Wealth Builders DBA, affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized investment strategies, supported by advisor-facing tools but not automated decision-making.

Gregory Cater Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His work history includes roles at Cetera and First Allied Securities, as well as a six-year period at Texas A&M University. Outside of advisory work, he is involved as a blockchain miner and hotspot owner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Zachary Rogers is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wells Fargo Advisors, he worked at Fidelity Investments and has experience in political and educational roles, including positions with the U.S. House of Representatives and Texans For Jodey Arrington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered in meetings and written summaries.

Jeffrey Stephens is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He brings extensive experience in financial services, having worked at Fidelity Investments since 2015 in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, he served as a Financial Professional at AXA Advisors from 2013 to 2014. In his current position, Jeffrey focuses on understanding clients' financial situations and goals to provide tailored planning and guidance. He facilitates discussions on the various options Fidelity offers to help clients grow and protect their savings.

Philip Schneider is a financial advisor with UBS Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he operates a weekend retail store specializing in apparel and food. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, supported by institutional trading capabilities and proprietary research.

Lorena Mackelvie is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following a year at Friedberg Investment Management. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Derek Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley. Outside of his advisory work, he is involved in residential property rental through ownership interests in two real estate entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to guide non-discretionary investment decisions.

Joshua Garnier Sr. is a Wealth Management Advisor with Merrill Lynch Wealth Management in The Woodlands, TX. He works with wealthy business owners and entrepreneurs, affluent C-Suite senior executives, physicians, and non-profit institutions to develop customized financial strategies that align with their unique needs and goals. He focuses on areas such as corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and individual and corporate investment strategy. Joshua holds a Bachelor's Degree from Loyola University New Orleans and a Juris Doctorate Degree from South Texas College of Law. He is a Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA). He draws on his extensive knowledge of estate and succession planning, investment management, and wealth management to provide cohesive offerings leveraging the resources of Merrill Lynch Wealth Management. He is involved in professional and community organizations including Suits For Sons, The Houston Club, and the Lakes of Cypress Forest HOA. Joshua participates in community service consistent with the Merrill tradition, dedicating time to volunteer with organizations in his community.

Yarisel Ducharne is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Miguel Macareno Jr. serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works directly with Merrill clients to understand their current financial situations and to introduce them to solutions available through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools to manage their financial lives effectively and select platforms that align with their needs. Miguel holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Willis High School and attended Lonestar College without obtaining a degree. His approach focuses on uncovering what matters most to clients and their families to help develop strategies aimed at pursuing their financial goals.

Cortney Corpus is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models and serves clients through both direct and corporate financial planning agreements.

Oma Wilson is a Series 66-licensed financial advisor at Fidelity with seven years of industry experience. Before joining Fidelity, Wilson worked at Edward Jones and practiced law at the Law Office of Celeste Blackburn. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios.

Jeffery Cheatham is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Texas Bullion Exchange, The Lucas Group, and Penske Truck Leasing. He is a silent shareholder in Mercury Imports LLC, a premium wine and spirits company. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Samuel Pyle is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Merrill, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.