Tyler Henry is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at the University of Texas and held a leadership role as Chef's Lead Assistant with Zeta Tau Alpha, where he helped manage other servers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jordan King is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and three years of industry experience. He has a background that includes roles at Fifth Third Bank, JPMorgan Chase Bank, and the United States Military Reserve. Outside of his advisory work, he is involved as an owner and partner in several real estate holding companies unrelated to his role at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm’s offerings include asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

Andrew Garay is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked at Able's Sporting Inc., Swarovski Optik North America LTD, and Elusive Wildlife Technologies, LP. Outside of his advisory role, he occasionally works as a hunting guide and cameraman for hunting shows on the Outdoor/Sportsman Channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor and branch network and provides additional services such as trust company offerings and securities-based lending.

Will Landes is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2007, including a two-year tenure at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments platform.

Lauren Esposito is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2008. Outside of her advisory role, she is also a voice actor operating a sole proprietorship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jonathan Murdock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Edward Jones and Woodforest National Bank. He is also associated with Woodforest Advisors, a corporate RIA branch operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services, without providing individual security recommendations as part of standalone planning.

John Gauthier is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. Outside of advising, he sells sports cards on a limited basis. 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 financial planning and portfolio management services through a large network of investment adviser representatives, leveraging a variety of advisory platforms and tools.

Samuel Scheler is a financial advisor with Edward Jones in Conroe, Texas. He holds a Series 66 designation and has nine years of experience with Edward Jones, following 17 years at Texas Farm Bureau. Outside of his advisory role, he has ownership interests in oil and gas royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Matthew Sechelski is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones. Outside of OSAIC, he serves as a wealth manager at Harman Wealth Management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, automated rebalancing, and various investment vehicles to tailor portfolios on discretionary or non-discretionary bases.

Maria Lamas is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Lincoln Financial Securities Corporation and Lincoln National Life. Outside of her advisory role, Maria is an insurance agent offering various insurance products, including accident and health insurance, disability income, and long-term care insurance. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through an extensive network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management along with access to multiple third-party investment platforms.

Charles Hogan Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Town Talk Inc. from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jose Rojas is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Financial Services since 2000. Outside of his advisory role, he is involved in the sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Perdue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has previously worked at Cetera and Foresters Advisory Services, with a career spanning various firms since 2009. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jessica Mcnamara is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Outside of her advisory role, she was the owner and daily operations manager of Midnight Mocha Reads LLC, a retail bookstore. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Ronald Hill III is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Brian Petrauskas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and holds the Certified Investment Management Analyst® (CIMA®) designation. Brian earned a bachelor's degree in international business from Sam Houston State University, where he also played on the golf team for four years. Brian has been recognized multiple times for his advisory work, including being named to Barron's list of America's Top Financial Advisors annually from 2010 through 2022 and to Forbes' Best-in-State Wealth Advisors list from 2018 to 2022. In 2013, he was named one of the top 40 advisors under the age of 40 by On Wall Street magazine. As a Senior Portfolio Manager, Brian provides traditional advice and guidance and manages personalized or defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party strategies. He also has discretionary management authority for clients within the firm's Investment Advisory Program. Outside of his professional responsibilities, Brian serves on the board of trustees at the John Cooper School, where he has been involved for over a decade. He was previously chair of the finance committee at The Woodlands United Methodist Church. His personal interests include adventure sports, golfing, skiing, tennis, traveling, and spending time with his family.

James Horgan is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career at Morgan Stanley spans multiple affiliates since 2000, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad range of investment and advisory capabilities.

Paul Dimiceli II is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management 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.

Nicole Blaschke is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and 11 years of industry experience. Her prior work includes 11 years at Morgan Stanley and one year at Wells Fargo Clearing Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.