Robert Meredith is a CFP®-designated financial advisor with LPL Financial, based in The Woodlands, TX, and has 19 years of industry experience. He previously worked at Capital One Investment Services and Texas Dow Employee Credit Union. Meredith is also a licensed attorney operating The Law Office of Robert M. Meredith, PLLC, and serves as president of Meredith Capital Consulting and Meredith Distribution Company, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and advanced portfolio management technologies.

Carolyn Todd is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2009. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Harel is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Capital Analysts, Lincoln Investment, and Charles Schwab. In addition to his advisory role, he provides financial services consultations for Guidepoint and Third Bridge Group. 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, supported by model portfolios, third-party research, and various technology-driven investment strategies.

Ali Zaidi is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Baker Tilly, and Crowe LLP. Outside of finance, he has experience in education and worked at Copperfield Racquet & Health. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and research resources.

Aaron Barnes is a Series 66-licensed financial advisor with Edward Jones in Humble, TX, where he has worked since 2019. He has six years of industry experience, including five years with Humble ISD prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Rachael Lavoie is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James since 2016. In addition to her advisory role, she works as a Client Services Manager at Aventura Family Office in The Woodlands, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients, employing fact-finding and analytical tools to tailor non-discretionary planning and investment recommendations.

Collin Martin is a financial advisor at Edward Jones in Tomball, Texas, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles at Traditions Golf Club, Popid, Northwestern Mutual, and Star Cinema Movie Theater. He also attended Texas A&M University from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jeanette Mattiza is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. She spent 38 years at UBS Financial Services before joining Raymond James in 2026. Outside of her advisory work, she is a partner at MCJ LLC. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Rose Cook is a financial advisor with LPL Financial, based in The Woodlands, TX, holding the Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is also a commissioned notary, providing notarization services for client documentation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Adam Badeaux is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Shane Young is the Resident Director and Financial Advisor at Merrill Lynch Wealth Management, serving the Houston Champions office. He has been with Merrill Lynch since 2000 and has experience as a Complex Administrative Manager, overseeing offices across Texas and Louisiana. His role also includes responsibilities as a registered FINRA Principal Supervisor, providing clients with insight into the regulatory and risk considerations of wealth management. Shane's expertise encompasses a range of financial services including family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. He holds multiple FINRA registrations including Series 7, 66, 9, 10, and 3, along with licenses from the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID: 1163440). Prior to his financial career, he was a Tae Kwon Do instructor and business owner. Shane earned a bachelor's degree in Applied Arts and Sciences from Lamar University. He resides in Spring, Texas, with his wife Antonieta and their three children. Shane is involved with the Klein Independent School District and has personal interests in boxing, fishing, and music.

Cody Ringo is a financial advisor with LPL Financial based in The Woodlands, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at the University of Alabama and First Command, and served in the United States Air Force for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jose Pantoja is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, helping them make informed decisions to achieve their financial goals. Jose works within Merrill Lynch's Wealth Management division, leveraging resources to address clients' financial planning and investment needs. Specific details regarding his areas of expertise, education, credentials, or personal interests have not been provided.

Zachary Rogers is a financial advisor at Wells Fargo Advisors with two years of industry experience. He held prior roles at Fidelity Investments and worked in various positions including with Texans For Jodey Arrington and the U.S. House of Representatives. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Advisors deliver tailored recommendations supported by firm research and planning tools, offering a broad range of planning services for clients who meet a net-worth threshold.

Samuel Villacreses is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles at Carve American Grille, PFS Investments Inc., Primerica Financial Services, and prior positions in the retail and education sectors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

Jeffrey Stephens is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He brings extensive experience in financial services, having worked at Fidelity Investments since 2015 in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, he served as a Financial Professional at AXA Advisors from 2013 to 2014. In his current position, Jeffrey focuses on understanding clients' financial situations and goals to provide tailored planning and guidance. He facilitates discussions on the various options Fidelity offers to help clients grow and protect their savings.

Philip Schneider is a financial advisor with UBS Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he operates a weekend retail store specializing in apparel and food. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, supported by institutional trading capabilities and proprietary research.

Ryan Bibler is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at UBS Financial Services Inc from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lorena Mackelvie is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following a year at Friedberg Investment Management. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Derek Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley. Outside of his advisory work, he is involved in residential property rental through ownership interests in two real estate entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to guide non-discretionary investment decisions.