Terral Hogan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Robinhood Markets, Inc. and Empower Retirement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses on various financial planning topics. The firm does not offer portfolio management for institutional clients or serve as a selector of other advisers for institutional mandates.

Peter Goudeau III is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Ameriprise, Oak Bridge Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Splawn is a financial advisor with OSAIC Wealth, Inc. in Katy, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His work history includes roles at Royal Alliance Associates, Lone Star Health Plans, and ownership of Splawn and Associates since 1979. Outside of advisory services, he is involved in employee benefits consulting and insurance brokerage through related businesses. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients with integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and offers access to various investment products and third-party managed solutions across multiple platforms.

Benjamin Canfield is a financial advisor at Edward Jones in Houston, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. He is a partner in Canfield Partners LLC and Canfield Krampitz Partners, LLC, both partnerships established to fund passive investment opportunities. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Robert Gardner III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding CFP® and ChFC® designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he serves as a co-independent executor and co-trustee for his father's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Maxwell III is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Maxwell serves on the Hedwig Village Pension Advisory Board, advising the city council on pension options for city employees. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Cheryl Peschke is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and with 36 years of industry experience. She has been with Raymond James for 15 years. Outside of her advisory role, she owns a personal farm where she leases land for cattle grazing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a broad range of portfolio management styles.

Hal Finberg is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 65 and Series 66 licenses and having 27 years of industry experience. He previously worked at Merrill and Bank of America before joining Wells Fargo in 2019. Outside of finance, he is a co-owner of a tattoo shop called Prison Break Tattoos in Houston. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Asheet Yagnik is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 63 designation and 31 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he has ownership interests in a hotel business in Lafayette, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charles Sautter is a financial advisor at Edward Jones in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, LPL Financial, and John Hancock Advisers LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deborah Kerr is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with Primerica Advisors since 2016 and previously spent four years with the Katy Independent School District. Outside of advising, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kimberly Ferrin is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Carrie Short is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined Merrill Lynch in 2006 after graduating from Texas A&M University with a degree in Human Resource Development and Business. After eight years as a Client Associate, Carrie left the firm to spend more time with her family before returning in 2016 to serve as a Financial Advisor on the RG Group. In her current role, she acts as the team's relationship manager, working proactively with clients to build strong relationships and understand their financial needs and goals. Carrie holds the Personal Investment Advisor (PIA) designation and focuses on areas such as college education planning, family wealth management strategies, managing new wealth, and retirement income. She is a member of the professional organization Gamma Phi Beta and is involved in her community as the Vice President of the Parent Teacher Organization. Outside of her professional responsibilities, Carrie enjoys cooking, traveling, volunteering at her son's school, and spending time with her family. She and her husband Preston live in the Garden Oaks area with their 12-year-old son.

James Bradley is a CFP® professional with 15 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. His work history includes roles at Cambridge Investment Research, Inc. and Bradley Wealth Advisors, LLC. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various custodial platforms and proprietary and third-party model strategies.

Kenzie Conway is a CFP® professional with 21 years of industry experience, currently associated with LPL Financial. She has previously worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., among other firms. Conway is based in Houston, TX. 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, model portfolio programs, and access to third-party asset management, supported by various institutional platforms.

Jenae Jordan is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years at the firm and one year of industry experience. Prior to joining Edward Jones, she worked with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kalidou Bocoum is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to his career in finance, he spent nine years at Domino's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Chloe Mullins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles, including positions at the University of Houston Department of Communication Sciences and the UH Wellness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

George Rockley is an advisor with LPL Financial holding a Series 66 credential and has one year of industry experience. His background includes service in the United States Navy and the United States Marshal Service, as well as roles in tax and bookkeeping services and education. 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 various investment strategies, supported by technology tools and a large network of advisors.