Meredith Graeber is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, she worked at Stifel Independent Advisors, LLC and Morgan Stanley. Outside of her advisory work, she creates clothing review videos on YouTube. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Robert Young is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and services, including financial planning, model portfolios, retirement plan consulting, and brokerage services.

Nathan Gillmore is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James, he worked six years at Edward Jones. Outside of his advisory role, he is involved with Young Living Essential Oils, a multi-level marketing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supporting clients through advisory programs and a large network of affiliated advisors.

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.

Karen Abramski is a CFP®-certified financial advisor with LPL Financial, where she has worked since 2000, accumulating 26 years of industry experience. She also owns a tax preparation and accounting firm, Karen K. Abramski, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

James Lebouef is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2014. Outside of his advisory role, he acts as executor for his father’s estate. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Trang Banker is a CFP®-designated financial advisor with nine years of industry experience. She is currently with Ameriprise Financial Services and previously held positions at PNC Investments LLC, JP Morgan Chase & Co., and Wells Fargo Advisors LLC. Outside of her financial advisory career, she operates a small in-home eyelash extension business on a limited basis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides tailored, tax-aware withdrawal strategies and ongoing advice.

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, he spent four years at Baylor University and five years at The Woodlands High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including access to model portfolios and research from various sources, supporting both discretionary and non-discretionary management approaches.

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 at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. He is also involved with Five Dollars Farm, LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various model portfolios, third-party research, and technology-driven strategies.

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.

Jeffery Evans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved as director of a small business, Splashed Canvas, LLC, and has a minority ownership interest in an advocacy group for families affected by dyslexia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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 with a Series 66 designation and one year of industry experience. His prior roles include positions at DeliverIt, Klein ISD, PioneerRx, and Kroger Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations on a wide range of financial planning topics. The firm separates its planning services from managed accounts and does not serve as a portfolio manager for institutional clients.

Paul Rhoades is a financial advisor with OSAIC in The Woodlands, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he worked at Harman Wealth Management and Crossbridge Wealth Strategies. He also spent two years on the faculty at Sam Houston State University College of Business Administration. OSAIC Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and uses various tools and platforms to construct and manage portfolios tailored to client needs.

John Dewitt is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Buckeye International and taught at Sam Houston State University and Lone Star College-Montgomery Campus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in The Woodlands, TX. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Melanie Null is a financial advisor at Fidelity with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Woodlands Securities Corporation and D.H. Hill Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.