W Lee Bull, CFP, is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Louis Davenio Jr. is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 designations and has 43 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm offers tailored investment recommendations supported by its research and planning tools, with services that include cash-flow, retirement, education, and niche planning areas such as business-owner transition and special-needs analysis.

Leticia Jennings is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 designations. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Chefas is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a trustee and owns a holding company in Conroe, Texas. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Jessica Ellis is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2019. She has 11 years of industry experience, including eight years at Merrill prior to joining Morgan Stanley. 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 supported by structured tools and modeling techniques.

Mary Scheel is a financial advisor with Edward Jones, holding a Series 66 designation and approximately five years of professional experience across roles at Edward Jones and previous positions at Norfleet Land, Atlas, and Bohemian Farms LLC. She is based in Brenham, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

J. Shane Gentry is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Assetmark Financial, Inc. and Assetmark Brokerage, LLC for nine years. Gentry is also involved in wealth management through his ownership of Edge Wealth Management, LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth investors and charitable organizations, providing integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs advanced asset-allocation tools and offers portfolios that include a variety of investment vehicles managed on both discretionary and non-discretionary bases.

Waddy Hammond is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Hammond oversees the Kathleen Sorrentino Special Needs Trust, managing expenses and deposits related to the care of the beneficiary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-driven asset allocations tailored to clients’ goals and risk tolerances.

Joseph Simons is a CFP®-designated financial advisor with eight years of industry experience, currently practicing at Charles Schwab in The Woodlands, TX. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Key Investment Services, KeyBank, and JP Morgan Securities LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a blend of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment process.

Edmond Cherry III is a financial advisor with Mass Mutual Investors Services in Montgomery, TX, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2010. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations and asset-allocation models.

Zachary Pyles is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Brandewie is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Boston is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 license and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Skelly is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and acts as a commodity pool operator registered with the CFTC.

Mark Thornberry is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2014. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luke Smith is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes positions at JPMorgan Chase Bank, Equitable Advisors, and AXA Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Luke Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 27 years of experience providing financial advice and wealth management services to high net worth individuals and families. Luke specializes in family wealth management strategies, personal retirement planning, and philanthropic planning. He works closely with families to develop wealth management strategies tailored to their individual needs and goals. Luke holds the Certified Private Wealth Advisor® (CPWA®) designation, which is administered by the Investments & Wealth Institute™ and taught in conjunction with The University of Chicago Booth School of Business. He also holds the Personal Investment Advisor (PIA) designation. Luke earned a bachelor's degree in business administration and management from Texas A&M University. He resides in The Woodlands, Texas, with his wife and three children. Outside of work, Luke enjoys fishing, hiking, reading, and spending time with his family. He is involved with the Woodedge Community Church.

Donald Giello is the sole advisor at DBG Capital Advisors, LLC, an independent registered investment adviser based in The Woodlands, TX. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at DBG Capital Advisors and Ameriprise Financial Services since 2008. DBG Capital Advisors provides portfolio management and advisory services primarily to a small, specialized client base. The firm operates as a single-advisor practice focused on closely managed accounts.

Linda Savoy is the principal and sole advisor at Savoy Investment Management, Inc. in Montgomery, TX, with 13 years of industry experience. She has led her firm since 2011 and provides tax planning and return preparation services to a select group of clients as an additional offering. Savoy Investment Management, Inc. is a state-registered investment adviser serving individuals, trusts, estates, and small businesses with discretionary portfolio management and personal financial consulting. The firm employs a long-term, buy-and-hold strategy focused on individual common stocks and dividend reinvestment, supplemented by fixed income and funds, using both fundamental and technical analysis.