Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Brendan Neal is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Fidelity Investments and previously worked at LPL Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a research-driven, quantitative investment process that incorporates algorithmic portfolio construction and manages model portfolios using mutual funds, ETFs, and ETPs.

Jeffrey Keown is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a combined total of 26 years before joining LPL Financial in 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of strategic and tactical investment approaches.

Samuel Ayers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique ambitions and financial goals. Ayers specializes in helping clients plan for significant life events, such as funding their children’s educations, preparing for retirement, and managing potential healthcare costs. He works closely with clients to develop personalized strategies aimed at achieving long-term family objectives, emphasizing simplicity and transparency throughout the wealth planning process. He holds a Bachelor’s Degree from Texas A and maintains the Personal Investment Advisor (PIA) professional designation. As a Merrill advisor, his approach centers on integrating all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

Courtney Folkerts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Avantax Advisory Services, Crossmark Global Investments, and Invesco Distributors. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Duc Nguyen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Fidelity Investments, and Frost Brokerage Services. Outside of his advisory role, he co-owns and operates a family arcade business in Houston. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Graham is a financial advisor with Raymond James Financial in Katy, TX, holding a Series 66 designation and six years of industry experience. He has worked at Raymond James Financial Services since 2019 and also maintains a separate role as a Twitch Affiliate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting a wide range of advisory programs.

Landon Thomas is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual motivations, goals, and family priorities. He aims to build strategies that inspire confidence in clients' financial futures. Landon joined Fidelity Investments in 2021 and has held several roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant, before becoming an Investment Consultant in 2026. Outside of his professional work, Landon has interests in football, golf, parenthood, and pets.

Irene Haas is a Certified Financial Planner® at OSAIC with 25 years of industry experience. She has worked at Imperial Capital, LLC for nine years and Wunderlich Securities, Inc. for seven years prior to joining OSAIC. Haas serves as a financial and medical power of attorney for family members with learning disabilities and has been an instructor for the CFP® Certification program at Rice University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports a range of complex platform arrangements and third-party solutions.

Austin Bazard is an Investment Consultant at Fidelity Investments, a position he has held since 2026. His professional experience at Fidelity includes roles as Relationship Manager, Financial Representative, and working in Wealth Management Service, spanning from 2022 to 2026. Prior to joining Fidelity, Austin worked as a Client Service Associate at J.P. Morgan Private Bank from 2017 to 2022 and as a Client Service Representative at Invesco from 2015 to 2017. Austin emphasizes a consultative, relationship-first approach to financial planning, focusing on co-creating personalized strategies that meet clients' goals and adapt to life's changes. He aims to simplify complex concepts and provide transparent guidance to empower clients in making confident decisions. Outside of his professional work, Austin's personal interests include family activities, food, social events, golf, parenthood, and traveling.

Thomas Fons is a financial advisor with Ameriprise in Katy, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors for the King Lakes Homeowners Association. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Fruge is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining J.P. Morgan. His background also includes roles outside finance at ABS Group of Companies and Darden Restaurants Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory model.

Harriss Lauderdale is a Senior Financial Advisor at Merrill Lynch Wealth Management. He manages the financial affairs of a select group of individuals, families, corporate executives, and business owners in the Houston metropolitan area and across the country. Harriss focuses on wealth preservation and emphasizes providing holistic education to clients to help them make informed decisions about their financial matters. Since beginning his career in financial services in 1990, Harriss has aimed to simplify and clarify his clients' financial lives. He leverages the comprehensive services of Merrill Lynch Wealth Management and the banking capabilities of Bank of America to offer clients a unified point of contact for many of their financial needs. His approach extends beyond financial services to consider seven areas of life—Health, Home, Family, Work, Leisure, Giving, and Finances—to better understand and address clients' goals and aspirations. He maintains regular client meetings and conducts an annual Financial Physical to review and adjust wealth management plans, coordinating with clients' other advisors when appropriate. Harriss holds a Bachelor's Degree from Tulane University and a Non Accredited Certificate Program from the Musicians Institute. He carries the designation of Personal Investment Advisor (PIA). Outside of his professional work, he is active in his community, supporting organizations such as K9S4COPS and Sky High for Kids. Harriss has a background as a professional guitarist and enjoys music, fitness, health, biking, reading, and spending time with his family.

Fortune Cobb is a Series 66-licensed financial advisor with Edward Jones, based in Katy, TX, and has seven years of industry experience. Prior to joining Edward Jones in 2018, Cobb worked in the pool services industry for several years. Cobb also maintains ownership and rental of a previous home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Dhruba Pant is a financial advisor with Cetera, holding a Series 65 designation and two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has a 13-year background at Medtronic, Inc. Additionally, he is the managing member of Infinity 4 LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Tracy Taylor is a financial advisor with LPL Financial based in Katy, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at several firms including Merrill and HD Vest Investment Services before joining LPL Financial in 2019. Outside of advisory activities, she is involved in an investment related to her husband’s trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, third-party asset management, and institutional platforms, supporting advisors with various strategies and technology tools.

Heather Bryant is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Star, Idaho, and has 13 years of industry experience. She has worked at various Wells Fargo entities since 1982, including Wells Fargo Advisors, LLC, Wells Fargo Clearing, and currently Wells Fargo Advisors since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to deliver recommendations in various specialized areas.

Miles Watson Sr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors and six years at Walmart. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Eldon Robinson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes roles at Brovitz Group and ongoing involvement with Sentry Builders. In addition to his advisory work, he participates in business activities related to investment product sales and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside some corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven strategy supported by third-party asset managers and custodial services.

Joey Soto is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Citigroup Global Markets, HSBC Securities, Chase Investment Services, and Bancwest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.