Sammy Johnson is a financial advisor with OSAIC based in The Woodlands, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at OSAIC since 2023 and previously spent 17 years with Sagepoint Financial, Inc. Johnson is also the sole proprietor of Harman Wealth Management, an independent RIA, where he provides investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisors and multiple advisory platforms.

Carl McGee serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has a professional background in financial consulting and investment advising, with experience encompassing roles such as Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2014. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Axa Equitable from 2013 to 2014. In his current role, Carl focuses on providing value to his clients by offering suggestions, ideas, and alternatives to assist with their financial situations. He leverages the extensive resources available at Fidelity to support clients in making informed financial decisions. Outside of his professional responsibilities, Carl is interested in family activities and hiking.

Jennifer Larkey is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Extraco Banks and First Hawaiian Bank. 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 institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samuel Dirringer is a Financial Advisor specializing in wealth management with Merrill Lynch. In his role, he works closely with clients to understand their individual financial goals and to develop personalized investment strategies aimed at pursuing those objectives. His responsibilities include providing investment advice and facilitating access to banking and lending services through Bank of America. Samuel's expertise encompasses general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes getting to know clients personally to tailor strategies that align with what matters most to them. Throughout his work, he offers ongoing advice and guidance to adapt to clients' evolving financial situations. He holds a high school diploma from Klein Oak High School and a bachelor's degree from Concordia University. Samuel has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is proficient in both English and French.

Lauren Biggs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at Wells Fargo Advisors and was self-employed for nearly a decade. Outside of her advisory role, she co-owns a rental property in Austin, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dustin Perry is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has experience working in insurance, benefits, and human resources through Hebert Financial and owns an agricultural business, Perry Cattle Company. Prior roles include positions with Carmichael Properties and the Lovelady Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Brian Kidwell is a Series 66-licensed financial advisor with LPL Financial, based in The Woodlands, TX. He has 13 years of industry experience, all with LPL Financial. Outside of his advisory role, he serves as Executive Vice President of D.Hilton Associates, Inc., where he oversees a strategic services team and assists in senior executive recruitment for the credit union industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by extensive research and model portfolios.

Lindsey Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership in Barlow Ventures LLC, a specialty contracting business based in Cypress, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at LPL Financial with four years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, Cheng worked at firms including Benedetti, Gucer & Associates, Ameriprise, and DriveWealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Garrett Huff is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He previously worked at BBVA Compass before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he plays drums at several churches in the Houston area, including Oakridge Baptist Church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Cody Bartlett is a CFP® with 16 years of industry experience and is currently with LPL Financial in Conroe, TX, where he has worked since 2016. He holds a Series 66 license and operates a related business under the name Bartlett Financial. 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 range of advisory programs, financial planning, and brokerage services, including model portfolios and research from LPL Research and third-party subadvisors.

Eriberto Elizondo Sr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Cetera since 2016 and is also the owner of Marathon Wealth Management. In addition to his advisory work, he is a partner at Elizondo & Elizondo, CPA's, a tax and accounting firm he has been involved with since 1993. Cetera Investment Advisers LLC provides a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management options.

Dennis Blackwell is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he has authored written material since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technological tools.

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.

Lydia Armelin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of her advisory role, she was involved with TAV Houston Volleyball from 2022 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.