Gary Gross is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing wealth management strategies tailored to clients' individual financial situations and goals. He provides access to investment insights from Merrill and lending solutions from Bank of America. Gary holds the professional designation of Personal Investment Advisor (PIA). He earned a high school diploma from Klein Forest High School and a bachelor's degree from the University of North Texas.

Hugo Perez is a Financial Consultant at Fidelity Investments, where he collaborates with clients to define and work towards their financial goals, specializing in retirement planning and investment guidance. He joined Fidelity Investments in 2022 and has held roles including Relationship Manager and Investment Consultant before becoming a Financial Consultant in 2024. Prior to Fidelity, he worked as an Investment Consultant at Charles Schwab from 2019 to 2021. Outside of his professional role, Hugo has interests in beach activities, cars, golf, pets, soccer, and tennis.

Craig Wilcox is a financial advisor with LPL Financial in Montgomery, TX, holding the Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and D.A. Davidson & Co. He operates Wilcox Wealth Management as a DBA for his LPL 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 model portfolios and third-party managers, supported by technology tools for operational and research purposes.

Lloyd Hebert is a financial advisor with Cambridge Investment Research Advisors in Conroe, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Cambridge since 2024 and previously at Cetera Advisors and Questar Asset Management. Outside of advisory work, he is involved in business ownership and serves as an instructor and speaker in financial education. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

John Dimpel Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James and related entities since 2009 and operates JJD & Associates Inc., his own support company. Outside of his advisory work, he is a partner in Dimpel NDIC LLC, a rental real estate investment company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Kristin Sanders is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as a board member and secretary for Brazoria County Municipal Utility District No. 63A and is involved with a family vitamin club through which she earns supplemental income. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools to deliver tailored, non-discretionary retirement advice primarily for clients holding assets in Ameriprise Managed Accounts.

Andrew Simms is a financial advisor with Merrill in The Woodlands, Texas, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is a general partner and managing member of Woodlands Style House, a home staging and styling consultation business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Gordon Menard is a CFP® with 50 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. In addition to his advisory role, he operates an independent insurance agency and owns Synergy Wealth Management as a sole proprietor. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management approaches and custody arrangements.

Conner Halstead is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Legacy Preparatory Christian Academy and was involved with Conroe Church of Christ for over a decade. Outside of his advisory role, he is affiliated with the Level Up and Live Mastermind in Conroe, TX. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers additional capabilities such as trust services, securities-based lending, and tax-efficient portfolio management.

Eugene Diamont II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and seven years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Andrew Bladt is a financial advisor with Charles Schwab based in The Woodlands, TX. He holds Series 66 and Series 63 designations and has five years of industry experience. Prior to joining Charles Schwab, he worked briefly in the food service and public works sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s client relationship model includes both non-discretionary and discretionary investment options supported by strategic asset allocation and alternative investment due diligence.

John Rogers is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He has held prior roles within the Wells Fargo organization, including positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he owns and operates Rogers Wealth Management Group LLC in Kingwood, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and planning tools to develop tailored recommendations.

Clint Blinka is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and also serves as an adjunct faculty member at Sam Houston State University, where he teaches an introductory kinesiology course titled "Lifetime Health and Wellness." Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and services with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Trent Harris II is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2016. He is based in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Glenn Presnell Jr. is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1979, also working at Bank of America since 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dane Webb is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is a partner and officer at Lifetime Decoys, a business focused on retail and media partnerships. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Patrick Hynes is currently the Market Leader at Fidelity Investments, where he leads a team of leaders, financial advisors, and support associates. His role involves providing clients with education and guidance to help them make more confident financial planning decisions. Patrick has been with Fidelity Investments since 1999, progressing through various roles including Vice President and Branch Leader, Assistant Branch Manager, Vice President and Financial Consultant, Insurance Wholesaler, Financial Consultant, Insurance Specialist, Investments Associate, and Internship-Operations Specialist. This extensive experience within the company spans over two decades and encompasses a broad range of financial services and leadership positions.

Russell Marsh is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the beverage retail industry and had roles in various other fields. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ligia Aguilar Bueso is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked concurrently at Merrill and Bank of America since 2016. 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 plans, corporations, and charitable organizations.

Megan Larkins is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and beginning her tenure with the firm in 2025. Her background includes experience with Baylor University and involvement with the Extreme Performing Arts Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.