Andrew Perla is a financial advisor at Edward Jones in Crosby, TX, holding Series 65 and Series 66 licenses with one year of industry experience. Before joining Edward Jones in 2025, he worked at Liberty Mutual for four years and held various roles at companies including NTT Data, Uber, and Whataburger. 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 managed solutions and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Robert Pizzitola is a financial advisor with LPL Financial in La Porte, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at WESTPARK WEALTH Advisors, Inc. and UBS Financial Services. 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 a range of advisory and brokerage services, including financial planning and third-party asset management, supported by advanced operational and research tools.

Kirsten Price is a CFP® and Series 63 licensed advisor with Ameriprise in Mont Belvieu, TX. She has been in the financial industry since 2016, previously working with Womack & Associates, LLC and Frontier Wealth Management LLC, with intermittent periods as a homemaker. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Abby Walker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has prior work experience at Sanel LLC, Classic Forms and Products, Edward Jones, and Lamar University’s Small Business Development Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Stephen Greene is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves as an adjunct professor at Molloy College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Timothy Bonura II is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products through Primerica Mortgage, LLC, and refers clients part-time for home security and automation services via a related affiliate. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies from third-party asset managers and supports trade execution and custody through Pershing, focusing on client advisory services rather than institutional portfolio management.

Todd Patton is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and delivers recommendations tailored to clients’ needs, with a focus on assets held in Ameriprise Managed Accounts.

David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Kasadi New is a financial advisor at Edward Jones with nine years of industry experience and a Series 66 designation. Kasadi has worked at Edward Jones for a total of eight years, with prior roles at Woodmen of the World Life Insurance Society and experience in small business operations, including co-running a food service business. Outside of financial advising, Kasadi occasionally works as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branches, as well as its affiliated financial services beyond advisory, including a trust company and proprietary investment products.