Christopher Kohnhorst is a financial advisor with Edward Jones in Spring, TX. He holds the CFP® and Series 66 designations and has 15 years of industry experience. He has been with Edward Jones since 2010. 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 network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Brian Silver is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has six years of industry experience. He previously worked at Avantax and Invesco and is also the CEO of Silver Accounting Group, a CPA firm providing tax and bookkeeping services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Sandra Bloem Curtis is a financial advisor at Edelman Financial Engines based in Spring, TX. She holds a Series 65 designation and has been with Edelman Financial Engines since 2023. Prior to her advisory role, she worked for ten years at William Marsh Rice University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Jonathan Conner is a Series 66 licensed advisor with Merrill, based in Kingwood, TX, and has 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Merrill and Bank of America. Outside of his advisory role, he is an officer and meeting leader for a local business networking organization and serves on the advisory board of the Dayton Police Department. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

James Harris is a financial advisor with Charles Schwab, holding a Series 63 designation and 26 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by proprietary research and due diligence on alternative investments.

David Farrell is a financial advisor with OSAIC in Kingwood, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services Inc., and Lincoln Financial Securities Corporation. Outside of advisory services, he is also involved in insurance sales. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Terry Whitney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003. 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 services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Thomas Simutis is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Invesco and has held various roles at The University of Alabama. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Neumann is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with LPL Financial and has prior experience at Waddell & Reed, various insurance carriers, and Bass Addicts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Angel Macias is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Wells Fargo and E*TRADE. Macias is based in Winter Garden, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Javier Villacreses is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Andrew Kirwin is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Life Insurance Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Kirwin receives residual income from insurance commissions related to prior business placements. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance product offerings.

Michael Degnan is a financial advisor with LPL Financial based in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and concurrently serves at ZB N.A. DBA Amegy Bank since 2003. He is also a licensed notary in the state of Texas. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Bryan Treadway is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Allianz Life Insurance Company of North America, Thornburg Securities Corp., and Invesco Distributors, Inc. He is based in Kingwood, 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 and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Russell Kent is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 66, 63, and 65 licenses, and has 27 years of industry experience. His work history includes roles at Wells Fargo Bank, J.P. Morgan Chase Bank, and Jpmorgan Securities. Outside of his advisory work, he owns an aviation-related business, Delta Tango Aviation, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Darren Bobley is a CFP® professional affiliated with Ameriprise who has 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Woodforest Financial Services, and he has been with Ameriprise in various capacities since 2020. Outside of advisory work, he holds a passive ownership stake in Ocrulus Inc., a company founded by a family member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning through a collaborative, research-driven approach.

Heather Lunsford is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, CUSO Financial Services, PNC Investments, and Community Resource Credit Union. 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, retirement plan consulting, and brokerage services supported by proprietary and third-party research and technology.

Natalia Torres Decarlo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, with prior experience at Bank of America and Merrill. Outside of her advisory role, she is the owner and manager of TopNotch NTD Properties LLC, a real estate business. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Taphorn serves as a Wealth Management Advisor and leads a team dedicated to providing financial advice and services to affluent families and successful business owners. With over 40 years of experience in the financial services industry, he focuses on complex planning needs and financial strategies tailored to high net worth investors and private business owners. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor℠ (CRPC), and Certified Divorce Financial Analyst® credentials. He earned his Bachelor's Degree in Economics from the State University of New York at Albany, and holds FINRA Series 7, 24, 53, 63, and 65 registrations. Outside of his professional work, John enjoys spending time restoring and racing vintage race and collectible cars. He is married and a father of two, with a family connection to his wealth management team through his son, Robert.

Lori Parr is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in The Woodlands, TX. Outside of her advisory role, she is Vice President of Circle P Country LLC, a family-owned property business in Conroe, TX. 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 solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending.