Robert Anthony is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2020 to 2025, and at J.P. Morgan Securities from 2012 to 2020. Stifel serves a broad client base including individuals, institutional clients, and nonprofits, providing both brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Eric La Manna is a financial advisor with Edward Jones in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He worked at CG/American Funds Distributors and The Capital Group Companies from 2006 to 2019 before joining Edward Jones in 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rita Swann is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Her prior roles include positions at Morgan Stanley, Next Financial Group, and TransAmerica Financial Advisors. Outside of her advisory work, she manages a personal trust as a trustee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services and implements a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Morado is a Series 66-licensed financial advisor with Fidelity, based in The Woodlands, TX, and has one year of industry experience. His background includes roles at Fidelity Brokerage Services LLC, Strategic Advisers LLC, and prior military service in the United States Marine Corps. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Robert Evans is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fisher Investments since 2018. Prior to that, he was with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2016 to 2018. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Adam Caldwell is a financial advisor at Edward Jones with seven years of industry experience. Before joining Edward Jones in 2022, he worked for 14 years at ECI Software Solutions/Shoptech Software. He holds Series 63, Series 65, and Series 66 licenses. 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 strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Caden Cymbala is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Caden completed his Bachelor's Degree at Texas A&M University System.

Charles Londa Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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, managing approximately $2.74 trillion in client assets.

Kathryn Frank is a financial advisor at Cetera with over 20 years of industry experience. She holds the ChFC® designation and multiple securities licenses (Series 63, 65, and 66). Prior to joining Cetera in 2024, she worked at NEXT Financial Group and Northwestern Mutual. Frank is also active as president of Innovative Premier Financial Services, where she provides insurance and financial services and trains new advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management program options, including discretionary and non-discretionary services, supported by a nationwide network of advisors.

Kyle Manuel is a financial advisor with J.P. Morgan Securities in Tomball, TX, holding a Series 66 credential and eight years of industry experience. He previously worked at Merrill Lynch and Bank of America. 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 recommendations.

Juan Marin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the JPMorgan Chase organization since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Harry Allcott is a Wealth Management Advisor at Merrill Lynch Wealth Management with more than four decades of experience in the financial services industry. He began his career in commercial banking before joining Merrill Lynch in 1987. In his role, Harry specializes in wealth management and retirement income strategies, helping clients develop and implement long-term plans to meet their financial goals. He holds a Chartered Retirement Planning Counselor™ (CRPC) designation and is a qualified Portfolio Manager, offering personalized investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party options. Harry is also registered with FINRA, holding Series 7 and Series 66 licenses. Harry earned a Bachelor's degree from the University of Central Florida and a Master’s degree from the University of Kentucky. He holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His client focus includes corporate executives, endowments, foundations, non-profits, legacy and philanthropic planning, liquidity management, and small business strategies. Residing in The Woodlands, Texas, Harry and his wife Debbie have been married for over 40 years and have two adult children. They are active members of Faith Bible Church in The Woodlands. Outside of his professional work, Harry enjoys outdoor sports, college athletics, jazz music, and spending time with his family and grandchildren.

Christopher Moebest is a Financial Consultant I at Fidelity Investments. In his role, he works with clients by first understanding their unique situations and financial goals, then collaborating with them to develop customized strategies and overall financial plans tailored to their individual needs. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Christopher holds a California Insurance License.

Joseph Leblanc is a financial advisor with Fidelity Investments based in The Woodlands, TX, holding Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity and prior positions involving Louisiana State University, Mitek, and Peoples Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive roles in fund advisory and use of advanced methodologies such as AI and algorithmic research.

Andrew Hudson is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving clients in the Houston metropolitan area from his base in The Woodlands, Texas. He joined Merrill Lynch in 2014 and brings over 29 years of experience in financial services, beginning his career in 1993 at Fidelity Investments. His expertise includes long-term investments, estate planning services, pre-retirement planning, and retirement income strategies. Andrew holds a Bachelor of Business Administration in Finance from the University of Texas at Arlington and an MBA in Financial Planning from the University of Dallas. He maintains a disciplined process that emphasizes attentive service, consistent risk-adjusted performance, and regular communication to provide a personalized wealth management experience. His client focus areas include college education planning, corporate benefits, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Based in The Woodlands for over 20 years, Andrew is active in local community organizations such as the College Park Dugout Club, Conroe ISD, Ironman The Woodlands, ORWALL Little League, South County Football, and YMCA. Outside of his professional commitments, he enjoys baseball, biking, golfing, reading, and spending time with his family.

Robert Meredith is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior experience includes roles at Capital One Investment Services, J.P. Morgan Securities, Chase Investment Services, and Waddell & Reed. Meredith is also a licensed attorney operating The Law Office of Robert M. Meredith, PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Carolyn Todd is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Harel is a CFP®-certified financial advisor with 25 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Capital Analysts, Lincoln Investment, Charles Schwab, Morgan Stanley, PRUCO Securities, Natcity Investments, and Ameriprise. In addition to his advisory role, he consults on financial services topics for Guidepoint and Third Bridge Group. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Edwin Espinosa is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has ownership interests in several technology and delivery companies, including MightyFly Inc., which specializes in autonomous aerial delivery, and Pirouette Medical Inc., a maker of auto injectors. Additionally, he is involved with Simplify Genomics and Syntensor Inc., both technology firms focused on healthcare and drug development. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework to its recommendations, serving clients on a non-discretionary basis.

Ali Zaidi is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Baker Tilly, and Crowe LLP. Outside of finance, he has experience in education and worked at Copperfield Racquet & Health. 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. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and research resources.