Kurt Schwenkel is a financial advisor with Merrill in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and Bank of America, NA since 2009. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradford Boike is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with pre-retirees, retirees, and business owners to develop personalized wealth management strategies aimed at helping clients achieve income security and financial freedom in retirement. His client focus areas include college education planning, corporate executive services, family wealth management, retirement income, investment consulting, philanthropic and tax minimization planning. Bradford holds a Bachelor's Degree from the University of Dayton and a High School Diploma from Kenmore High School in Akron, Ohio. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the University of Dayton Alumni organization. In addition to his professional work, Bradford is involved in community service, volunteering with the Houston Food Bank. Outside of work, he enjoys golf, fishing, and traveling. Bradford is married and has one adult son.

Peggy Bowers is a CFP® with 37 years of industry experience, currently serving at J.P. Morgan Securities. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018, with prior experience at Texas Commerce Bank dating back to 1996. 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 broker-dealer and investment adviser registrations, delivering non-discretionary program recommendations supported by an in-house manager solutions team and centralized due diligence.

Alex Barron is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to define their short and long-term financial objectives and develops customized financial plans tailored to their specific needs. He emphasizes building strong relationships based on trust and reliability. Prior to his current position, Alex held roles at Fidelity Investments including Investment Management Consultant II from 2022 to 2023 and Client Management Representative from 2021 to 2022. Before joining Fidelity, he worked as a Financial Advisor at AIG Retirement Services from 2014 to 2021.

Jorge Molina is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. He is also an insurance agent selling supplemental term and whole life insurance products through Assurity Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Michael Horvath is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Eaton Vance Distributors, Eaton Vance Management, and Merrill. 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 retirement plan consulting, employing model portfolios, third-party subadvisors, and various technology-supported strategies.

Shantel Weigel is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she works closely with clients to develop financial plans tailored to their individual needs and serves as the primary point of contact throughout their financial journey. Her approach emphasizes collaborative planning, ensuring clients feel confident in their financial strategies. While specific details about her educational background and credentials are not provided, her professional experience centers on personalized financial consultation. Outside of her professional duties, Shantel enjoys attending concerts, cooking and baking, fitness activities, hiking, visiting museums, and traveling.

Rebecca Wagner is a financial advisor with Merrill in Tomball, Texas, holding a Series 66 credential and eight years of industry experience. She has worked at Bank of America and Merrill since 2009. Outside of her advisory role, she is the sole owner of a rental property in Kingwood, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Singletary is a CFP®-credentialed financial advisor with Stifel in Houston, TX, and has 23 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as an appointed board member for Lake Shore Cove Homeowners Association, where he presides over meetings, manages the annual budget, and enforces community rules. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services informed by a proprietary investment strategy methodology.

Roger Walker is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 11 years of industry experience. He has been with JPMorgan in various roles since 2016, currently based in The Woodlands, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kurt Kula is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. He partners with Fidelity's High Net Worth families to educate them on different financial paths with the intent to work toward financial independence. Kurt has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1999. His previous positions include Financial Consultant, Investment Consultant, Financial Representative, and Financial Service-Trading Representative. Prior to his tenure at Fidelity, he worked as a Licensed Relationship Manager at Key Bank from 2006 to 2010 and as a Licensed Financial Consultant at PNC Financial Group, Inc. from 2003 to 2006.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Polivka is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2016. He leads Jerding & Polivka Wealth Management in The Woodlands, Texas, where he and his team specialize in serving successful families, business owners, oil and gas retirees, and corporate executives. Their approach combines personalized, goals-based strategies with the resources of Merrill Lynch, focusing on estate planning, multigenerational wealth transfer, business succession planning, tax-loss harvesting, customized investment strategies, and corporate retirement plans. John prioritizes a comprehensive understanding of each client’s objectives to tailor financial strategies accordingly. John holds multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Accredited Portfolio Management Advisor™ (APMA™), Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). He also possesses FINRA Series 7, 63, and 66 registrations, a Texas Group One Life, Accident, Health, and HMO License, and Bloomberg Market Concepts certification. John earned his Bachelor’s Degree from the Louisiana State University System and remains active in the LSU Alumni Association’s Houston chapter. Residing in the Cypress area with his wife, Casey, and their son Hank, John supports the Houston Astros and the Houston Livestock Show and Rodeo. His personal interests include fishing, football, golfing, and hunting. He is affiliated with several professional and community organizations, such as the American Finance Association, Bank of America Inter-Generational Employee Network (IGEN), LSU Alumni Association Houston chapter, Phi Gamma Delta fraternity Beta Rho Chapter at LSU, United States Golf Association (USGA), and the Houston Livestock Show and Rodeo.

Kevin Martin is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Edward Jones since 2004. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Colin Jerding is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing clients with personalized wealth management strategies, focusing on areas such as college education planning, legacy planning, tax minimization, and retirement income. Colin is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst, bringing a goals-based approach to investment and financial planning. He holds a bachelor's degree from Baylor University and is a native of Houston, Texas. Colin emphasizes transparency and a personalized process that aligns with each client's unique priorities and ambitions. Outside of his professional work, he enjoys golfing and attending local sporting events, including baseball, basketball, football, fishing, ice hockey, and soccer.

Kevin Cascarelli is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with OSAIC since 2007 and also operates a term life insurance business. Outside of his financial advisory roles, Cascarelli serves as a Permanent Deacon at Prince of Peace Catholic Parish and volunteers as a hospital chaplain. OSAIC is a large institution serving a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad array of investment and advisory services supported by multiple platforms and third-party managers.

Nicholas Festino is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and 15,000 branches.

Guanyue Zhao is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Zhao held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Patterson Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity. 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 utilizing both discretionary and non-discretionary management approaches.

Louis Perkins is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities. In addition to his role at Cetera, Perkins is involved in managing financial planning and investment-related activities through his partnerships in Sugar Land Financial Advisors and Lifespring Financial Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with access to a variety of investment strategies and third-party managers.