Brian Kidwell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. He has been with LPL Financial since 2013 and also serves as Executive Vice President of D.Hilton Associates, Inc., where he oversees the Strategic Services Practice and assists with senior executive recruitment in the credit union industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by a range of tools for research and operations.

Lindsey Barlow is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of her advisory role, she holds a 50% ownership interest in Barlow Ventures LLC, a specialty contracting business. Wells Fargo Advisors is a large 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 combines proprietary research with third-party data to support its investment approach.

Jared Chamberlain is a Financial Consultant currently working at Fidelity Investments since 2019. He partners with clients to develop financial plans tailored to their family's specific needs and goals. Prior to his current role, Jared held positions as an Investment Consultant from 2017 to 2019 and as a Relationship Manager from 2015 to 2017, both at Fidelity Investments. He also gained experience as a Financial Services Representative at E*trade Financial from 2013 to 2014. Jared holds an Arkansas Insurance License, supporting his professional qualifications in the financial services industry.

Yi Xuan Cheng is a financial advisor with LPL Financial in Spring, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Cheng worked at firms including Benedetti, Gucer & Associates, Ameriprise, and DriveWealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms to individuals and organizations, with a broad range of investment strategies supported by proprietary research and technology.

Garrett Huff is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at BBVA Compass for three years before joining Schwab. Outside of his advisory work, Huff is a musician who plays drums for several churches in the Houston area, including Oakridge Baptist Church. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Cody Bartlett is a CFP® with 17 years of experience in the financial industry. He has worked at LPL Financial since 2016 and previously spent seven years at Edward Jones. Bartlett Financial is a DBA associated with his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Eriberto Elizondo Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Cetera and its affiliated entities since 1999 and is also a partner at Elizondo & Elizondo, CPAs, providing tax and accounting services since 1993. In addition to his advisory work, he is the owner of Marathon Wealth Management, a financial services firm. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by a nationwide network of more than 10,000 advisors.

Dennis Blackwell is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2002. Outside of his advisory work, he is an author. 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 broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Kris Mc Donald is a CFP® and Series 66-licensed financial advisor with Edward Jones in Conroe, TX, where he has worked for 14 years. His career has been exclusively with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Morin is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, Morin owns and manages Kara R. Morin LLC, a business focused on managing her Ameriprise practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Bowman is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 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 solutions supported by a nationwide network of more than 23,700 advisors.

Brendan Martin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he worked at Conroe Independent School District and Baylor University. He is also involved in a support role at Woodforest Wealth in Tomball, 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Robert Vaughan is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets and fiduciary services.

Sebastian Marti is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include five years with TIAA-CREF before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with discretionary and non-discretionary program options.

Lydia Armelin is a financial advisor with J.P. Morgan Securities in Spring, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank. In addition to her advisory role, she was involved with TAV Houston Volleyball from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Daniel Lynch is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience with several small businesses, including Resale with a Purpose from 2016 to 2023. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Kevin Dean is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2013 to 2022. He is based in Tomball, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team that works with advisors like Dean.

Anthony Comer is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has worked at UBS Financial Services since 2008 and previously held roles at Citigroup Global Markets and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Logan Lopez is a financial advisor with UBS Financial Services in The Woodlands, TX. He holds a Series 66 credential and has been with UBS since 2025. Prior to joining UBS, Lopez had roles at The Club of Carlton Woods and Farmers Daughter, along with experience in collegiate and sports-related positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Michael Clotiaux is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 25 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors for nearly two decades before joining Ameriprise. Outside of his advisory role, he buys and sells preowned watches as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes personalized Recommendation Reports supported by investment research and third-party data, with a service designed for clients meeting specific investable asset criteria.