Daniel Lynch is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience with several small businesses, including Resale with a Purpose from 2016 to 2023. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Kevin Dean is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2013 to 2022. He is based in Tomball, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team that works with advisors like Dean.

Shelby Stark is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Shelby's background includes various roles in theatre production and touring companies. Outside of financial advising, Shelby serves as an adjudicator for Houston area high school theatre productions with Theatre Under the Stars. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Lance Thompson is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thompson serves as a board member of St. Mark Houston church and is on the Board of Regents for Concordia University Texas. He also owns a timber farm in Trinity, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning on various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Robert White is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 63 designation and over 38 years of industry experience. He has worked at LPL Financial since 2000 and previously spent five years with Intrua Financial. Outside of his advisory role, White is a licensed notary public in Texas and is involved in tax preparation and accounting through a related tax services business. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and various institutional platforms.

Michael Clotiaux is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 25 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors for nearly two decades before joining Ameriprise. Outside of his advisory role, he buys and sells preowned watches as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes personalized Recommendation Reports supported by investment research and third-party data, with a service designed for clients meeting specific investable asset criteria.

Richard Mclinden III is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2019. He is also involved with Oakcrest Advisors in a non-owner, support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Brian Hanley is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services within the firm. Additional details regarding his experience, education, credentials, or personal interests have not been provided.

Joseph Solano is a Financial Consultant who collaborates with clients to help advance their financial goals by employing efficient investment and planning strategies. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Associate Wealth Management Advisor at Century Oak Private Wealth from 2021 to 2024, Financial Representative at Fidelity Investments from 2020 to 2021, and Financial Advisor at Northwestern Mutual from 2018 to 2020. Joseph's career reflects a breadth of experience in investment consultation and wealth management. Outside of his professional work, Joseph has interests in fitness, social events with friends, music, pets, and reading.

John Schantz III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years at Merrill. Schantz also served in the U.S. Army Reserves from 2010 to 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and non-discretionary implementation, utilizing investment research and algorithmic tools to support tax-aware withdrawal strategies and Social Security claiming options.

Garrett Frazier is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Fund Services Group and completed his education at the University of Oklahoma. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Susan Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in investment management. She works with high net worth individuals, families, foundations, endowments, and not-for-profit organizations to help them achieve their financial goals through personalized wealth management strategies. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Susan holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama and a Master’s degree in Finance from Virginia Commonwealth University. She has earned the Personal Investment Advisor (PIA) designation. Susan is skilled in investment management, asset allocation, portfolio management, stocks, bonds, and finance. In addition to her professional work, Susan values community involvement and volunteers with local organizations. Her personal interests include football, golfing, spending time with her family, and traveling. She is committed to working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Jeffrey Howell is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

Charles Sautter is a financial advisor at Edward Jones in Houston, TX, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior roles include positions at John Hancock Advisers LLC, LPL Financial, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Molly Anders is a financial advisor with Fidelity Investments in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her career includes roles at Wells Fargo Bank and Wells Fargo Clearing before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Megan Gaskamp is a financial advisor with LPL Financial in Kingwood, TX, holding the Series 66 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Gaskamp is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a broad network of investment adviser representatives.

Neil Puskorius is a Senior Financial Advisor at Merrill Lynch Wealth Management, with 15 years of experience in the financial advising industry. He specializes in working with individual families and small businesses, focusing on building, preserving, and growing their wealth through investment and insurance solutions. He holds a Bachelor's Degree in Finance from Texas State University, graduating Cum Laude in 2010. Neil attained his FINRA registrations also in 2010 and earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2015. He also holds the Personal Investment Advisor (PIA) designation. Neil is based in north Houston, currently living in Tomball with his wife Maranda and their daughter Virginia. Outside of his professional work, he enjoys cooking, music, reading, and spending time with his family. He is also a fan of baseball, particularly the Houston Astros.

Nicole Stokes is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009. Stokes holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nicholas Hirstein is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates certain ESG considerations.

Jonas Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Bank One, Wisconsin for 30 years. Peterson serves on the Board of Directors for Citizens for Animal Protection. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.