Michael Klorer is a financial advisor with Kestra Advisory who holds Series 66 and Series 65 designations and has 19 years of industry experience. He has worked at several firms including Sanctuary Securities, SWBC Investment Company, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets under management.

Antonio Aguilar is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Valic Financial Advisors Inc., American International Group (AIG), and Bbva. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice requiring client approval before transactions.

Todd Mc Lane is a financial advisor at Centaurus Financial, Inc. with 44 years of industry experience. He holds a Series 63 designation and previously worked at USA Financial Securities and National Planning Corporation. He has been associated with The McLane Agency since 1977, which he operates for branding and marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a mix of discretionary and non-discretionary arrangements.

Frank Mc Lane Jr. is a financial advisor with Centaurus Financial, Inc. and holds a Series 63 designation. He has 44 years of industry experience, including roles at USA Financial Securities and National Planning Corporation. He also operates The McLane Agency, which involves insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, corporations, and trusts. The firm offers a range of financial planning and portfolio management services, employing fundamental and technical analysis, with both discretionary and non-discretionary account options.

Donald Kainer is a financial advisor with LPL Financial in Conroe, TX, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2009. 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, offering a wide range of advisory and brokerage services with various investment programs and portfolio management options.

Jonathan Parr is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for Flowserve Corporation for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Matthew Kogler is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Invesco Advisers, Advised Assets Group, and JP Morgan Chase Bank. From 2023 to 2025, he was involved with RLK Phoenix Enterprises LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Michael Pinkley is a financial advisor with LPL Financial in Conroe, Texas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Linsco Private Ledger since 2004 and operates under the DBA Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Vessell is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In his role, he works closely with clients to define their financial goals and develop personalized portfolio strategies designed to help them pursue long-term objectives. He provides ongoing advice and adapts client portfolios as their situations evolve. Joshua's expertise includes executive compensation, investment consulting for defined contribution plans, individual and corporate investment strategies, and retirement income planning. He focuses on understanding clients' priorities and delivers recommendations supported by data and research, emphasizing disciplined financial planning and investment management. He holds a Personal Investment Advisor (PIA) designation. Joshua earned a High School Diploma from The Woodlands College Park High School and attended Houston Baptist University without receiving a degree. Outside of his professional work, he enjoys cooking, running, spending time with his family, and traveling.

Dylan Dalpedri is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining the financial sector, he held roles at Pendle Hill Advisors and worked in the food service industry, including at Fajita Jack's Tex-Mex Bar and Grill and Papa John's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, supporting a range of investment vehicles and employing systematic methodologies and long-term asset allocation benchmarks.

David Frank is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior positions include roles at Northwestern Mutual and NEXT Financial Group, and he is also CEO of Innovative Premier Financial Services, a firm he has led since 2015. Outside of advisory work, he serves as a board member of the Montgomery ISD Education Foundation and participates as a committee captain for the Houston Livestock & Rodeo. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management options through a multi-manager platform, enabling advisors to utilize affiliated and third-party managers across multiple program structures.

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. 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.

V. Fisher Jr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member for Harbour Town Association, providing governance support. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Pamela Tipton is a Series 66-licensed financial advisor with 14 years of industry experience. She previously worked at Edward Jones from 2011 to 2025 before joining Raymond James Financial and Woodforest National Bank in 2025. She serves as a financial advisor at Woodforest National Bank and Woodforest Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored non-discretionary planning and consulting supported by analytical tools and offers specialized municipal and public-finance advisory capabilities.

Daniel Helmer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is based in Conroe, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Makanjila De Almeida is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Conroe, TX, where he has worked since 2023. His prior roles include positions at Bank of America, Merrill, Mass Mutual, and Banco Angolano de Investimentos. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of wealth levels. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Anne Spinks is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has operated Anne N. Spinks CLU, CHFC since 1995. Outside of her advisory role, Spinks serves as an elder and committee member at First Presbyterian Church of Conroe. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing model-based and discretionary or non-discretionary portfolio strategies under various custody and platform arrangements.

Michael Jimenez is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities, LPL Financial, MML Investors Services, and Mass Mutual. Outside of advising, he hosts a daily podcast focused on sports and pop culture and serves as a referee for high school and middle school basketball games. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and investment solutions across multiple platforms and account types.

Ryan Korenek is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked in various roles including at Axios Industrial Maintenance Contractors and Chicago Bridge and Iron. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Alan Alberts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' unique financial situations and long-term goals. Alan works closely with clients and their families to develop flexible approaches that adapt to changing market conditions, drawing on the investment insights of Merrill and banking solutions from Bank of America. His expertise encompasses family wealth management, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. Alan holds the Personal Investment Advisor (PIA) designation and earned both his bachelor's and master's degrees from the Texas A&M University System. He is also affiliated with the TXCPA-Houston professional organization. Alan is committed to community involvement, reflecting Merrill's tradition of service, and dedicates time to volunteering with local organizations. Outside of work, he enjoys golfing, traveling, and spending time with his family.