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.

Robert Sitton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sitton has been with Edward Jones since 2002 and previously worked at Dean Witter Reynolds Inc. Outside of advising, he is a partner in a property management business based in Humble, Texas. 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 programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

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.

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.

Alexander Schillaci is a financial advisor with Merrill and holds the Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his role in financial services, his background includes positions at BakerRipley and Schlitterbahn, among other diverse experiences. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, pension plans, corporations, and charitable organizations.

Salvador Cordero is a CFP® and Series 66 designated financial advisor with 11 years of industry experience. He is currently with Fidelity Investments and has held prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Massey is a financial advisor at Edward Jones with five years of industry experience. Prior to his advisory role, he worked in construction and has served in the United States Marine Corps since 2002, currently holding the rank of Major in the Individual Ready Reserve. At Edward Jones since 2020, he combines his military background with his financial career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

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.