Lindsey Broadwell is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses. She has over one year of experience in the financial services industry, including roles at PFS Investments Inc. and Primerica Financial Services, and previously worked at Chevron and ConocoPhillips. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jacob Bazzrea is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and five years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and NYLIFE Securities LLC. Outside of financial advisory work, he is employed as an AI tutor. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Timothy Anselmi is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. In addition to his advisory role, Anselmi sells property and casualty insurance and owns Sunbelt Financial LLC, which supports his practice’s administrative needs. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managers and platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brooks Nelson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously served on active duty in the U.S. Air Force from 2014 to 2017. Nelson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Harman Asset Management and SagePoint Financial. He serves as Vice President of a local homeowners association in a volunteer capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

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 is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he concentrates on comprehensive wealth management planning designed to mitigate taxes, manage costs, and minimize overall risk for high-net-worth individuals and families. Talon's approach involves developing tailored financial strategies that address each client's unique goals, while assisting with complex investment decisions to promote long-term financial stability. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Stephen F. Austin State University. Talon is also a member of the Sigma Tau Gamma Fraternity. His client focus areas include education planning, personal retirement planning, and tax minimization. Outside of his professional work, Talon enjoys basketball, golfing, hunting, scuba diving, skiing, and spending time with his family. He lives downtown with his wife, Madison, and 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.

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.

Glynn Tolleson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in the education sector with Tomball Independent School District and Klein Independent School District, and was involved with Texas Peppers Fastpitch for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of 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 in The Woodlands, TX, holding Series 63 and Series 65 designations and 30 years of industry experience. Her prior roles include positions at Morgan Stanley, Next Financial Group, Inc., and TransAmerica Financial Advisors, Inc. Swann serves as trustee of a personal trust established for asset protection. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing 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. In this role, he provides clients with tailored financial guidance and support to meet their wealth management needs. Caden holds a Bachelor's Degree from the Texas AandM University System. Further details regarding his specific experience, expertise areas, and personal interests were not provided.

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.