Abbie Volz is a financial advisor with Edward Jones in Montgomery, TX. She holds a Series 66 designation and has been with Edward Jones since 2012, totaling 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Lebouef is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes tenure at Charles Schwab, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he serves as an executor for his father’s estate. Wells Fargo Advisors is a large national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Trang Banker is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Ameriprise and previously worked at PNC Investments LLC, JP Morgan Chase & Co., and BBVA in various capacities. Outside of finance, she has operated a small in-home eyelash extension service as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes proprietary research and collaboration between a centralized service team and financial advisors, with enrollment criteria that require a minimum level of investable assets and a preference for assets held within Ameriprise.

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 in 2023, he spent four years at Baylor University and five years at The Woodlands High School. He is also involved with Woodlands Wealth Builders, an entity related to his LPL business. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, and Fidelity. Outside of his advisory work, he is associated with Five Dollars Farm, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services with a range of investment options and leverages technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of representatives.

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 27 years of industry experience. He worked at Merrill from 1999 to 2015 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is involved as a director of a local business, Splashed Canvas, LLC. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jarrod Shaw is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. He has worked previously at Bank of America and Merrill, and currently serves as a coach and director of a youth basketball organization called Houston Playaz. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors.

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 in Conroe, Texas, holding a Series 66 credential. He has been with Thrivent since 2026. His prior work experience includes roles at DeliverIt, Klein ISD, and PioneerRx. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, offering goal-based, holistic planning that covers a wide range of topics. The firm separates planning from managed-account services and conducts periodic reviews of recommendations.

Paul Rhoades is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Harman Wealth Management and Crossbridge Wealth Strategies, as well as two years as an instructor at Sam Houston State University College of Business Administration. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

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.

Riley Wohlschlaeger is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, Riley held roles at Woodforest Financial Services and Woodforest Wealth. Outside of his advisory work, he has been involved with the Third Coast Volleyball Club since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools, supporting a wide advisor network and institutional portfolio management.

Richard Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at BANK of AMERICA, N.A., Merrill, and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

Melanie Null is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodlands Asset Management and D.H. Hill Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Jon Winegrad is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and has 28 years of industry experience. His prior roles include positions at Cetera, Jackson National Life Distributors, and Columbia Bank. He is also involved with Columbia Wealth Advisors, a non-investment-related business based in Montgomery, Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sammy Johnson is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sagepoint Financial, Inc. and OSAIC Services, Inc. In addition to his advisory role, he operates a separate wealth management practice under Harman Wealth Management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and offers a variety of managed account programs and third-party manager options.

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.