J Mays is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2025. Outside of his advisory role, he owns and manages a real estate LLC that occasionally buys, leases, and sells residential rental properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

John Davis is a financial advisor with Ameriprise in Conroe, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Davis is involved in music as a performer with Tabernacle Music and serves as a minister leading various ceremonies and choir activities at Family Faith Church. He also holds board positions with Tau Kappa Epsilon and Montgomery County MUD No. 145. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sarah Davis is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michael Kevlin is a Series 66-licensed financial advisor with Edward Jones in Kingwood, TX, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is associated with The Friedkin Companies through a deferred compensation account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Robert Young is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he is involved in property management. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

Sandra Guardado is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Morgan Stanley. Outside of her advisory role, she manages rental properties. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios across various investment types.

Alan Skidmore is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a member of The PSMC Group at Hughes Landing. He works with business executives, affluent families, and successful business owners, focusing on developing personalized financial strategies tailored to each client’s goals and risk tolerance. Alan’s client services include family wealth management, legacy planning, portfolio management, retirement income strategies, and philanthropic planning, among other specialized areas. Alan holds a Bachelor of Science degree from Kansas State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He brings over twenty years of business experience, including executive roles at both public corporations and private venture capital-backed companies. Alan emphasizes disciplined, goal-oriented financial planning and views consistent, compounded returns as key to long-term financial success. Outside of his professional work, Alan’s personal interests include hiking, running, reading, woodworking, and spending time with his family. He values faith and community involvement and has participated in fitness activities such as triathlons with his daughter.

Torie Blakelock is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Ameriprise Financial and Ernst & Young. She has also been involved with Texas A&M University in various capacities. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

James Lebouef is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes tenure at Charles Schwab, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he serves as an executor for his father’s estate. Wells Fargo Advisors is a large national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Trang Banker is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Ameriprise and previously worked at PNC Investments LLC, JP Morgan Chase & Co., and BBVA in various capacities. Outside of finance, she has operated a small in-home eyelash extension service as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes proprietary research and collaboration between a centralized service team and financial advisors, with enrollment criteria that require a minimum level of investable assets and a preference for assets held within Ameriprise.

James Lyon IV is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he spent four years at Baylor University and five years at The Woodlands High School. He is also involved with Woodlands Wealth Builders, an entity related to his LPL business. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Carter Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at The Reynolds Company in 2017 and 2018. 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, including discretionary and non-discretionary managed solutions, and maintains a large nationwide network of advisors and branches.

Catherine Kuznicki is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as time spent as a homemaker and at The Little School of Keytone. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Duane Dollar is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, and Fidelity. Outside of his advisory work, he is associated with Five Dollars Farm, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services with a range of investment options and leverages technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of representatives.

Alessandra Kath is a financial advisor with Morgan Stanley who holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Woodforest National Bank and Burnett Specialists Staffing and Recruiting. Alessandra is currently based in The Woodlands, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various personalized and corporate financial planning arrangements.

James Atkins is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2020 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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, delivering recommendations on a non-discretionary basis with centralized due diligence and ESG eligibility processes.

Jeffery Evans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He worked at Merrill from 1999 to 2015 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is involved as a director of a local business, Splashed Canvas, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jarrod Shaw is a financial advisor with J.P. Morgan Securities in Kingwood, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Bank of America and Merrill and currently serves as owner and coach of Houston Playaz, a youth basketball organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, delivering asset allocation advice and investment manager searches through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Logan Mulloy is a CFP® professional with three years of industry experience, currently serving at Raymond James & Associates. Prior to joining Raymond James & Associates, he spent three years at Willis Johnson & Associates and one year at Evidence Wealth. Raymond James & Associates 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with mostly non-discretionary client relationships.

Wilkin Howard is a financial advisor at Thrivent Investment Management in Conroe, Texas, holding a Series 66 credential. He has been with Thrivent since 2026. His prior work experience includes roles at DeliverIt, Klein ISD, and PioneerRx. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, offering goal-based, holistic planning that covers a wide range of topics. The firm separates planning from managed-account services and conducts periodic reviews of recommendations.