Mark Magee is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include 15 years at Edward Jones and four years at Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset managers, supported by research and operational tools.

Christian Cordova is a Planning Consultant at Fidelity Investments. In this role, he assists clients using a holistic planning approach that encompasses retirement planning, portfolio optimization, and complex financial needs leveraging Fidelity's resources. His objective is to provide clients with confidence in their financial plans and support throughout life's changes as they work toward their goals. Christian's experience at Fidelity began in 2022 as a Financial Representative, followed by a role as Relationship Manager from 2025 to 2026 before becoming a Planning Consultant in 2026. Throughout his tenure, he has developed expertise in client relationship management and comprehensive financial planning.

Kordell Nolan is a financial advisor at Edward Jones in Cypress, TX, holding Series 66 and Series 63 designations with one year of industry experience. Prior to joining Edward Jones, he was a franchise owner at Goosehead Insurance for nine years and worked at Phreesia for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Loryn Woodard is a financial advisor at Edward Jones with seven years of industry experience. She has held roles at Edward Jones since 2018 and previously worked at First Community Credit Union from 2014 to 2018. Woodard holds a Series 66 designation and is based in Houston, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Jorge Loyo is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Loyo also owns The MAP Initiative, LLC, an entity formed to support Primerica business activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with approximately $15.5 billion in assets under management. The firm employs model-delivery strategies developed by unaffiliated managers and provides advisory services through a large network of financial advisors.

Sarah Davis is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Meredith Graeber is a Series 66-licensed financial advisor with four years of industry experience. She has worked at Equitable Advisors since 2026 and previously at Stifel Independent Advisors, Morgan Stanley Private Bank, and Morgan Stanley. Outside of her advisory role, she creates fashion-related video content on YouTube. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a mix of proprietary and third-party investment solutions.

Alexander Schillaci is a financial advisor with Merrill and holds the Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his role in financial services, his background includes positions at BakerRipley and Schlitterbahn, among other diverse experiences. 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 model-based and discretionary investment strategies supported by internal and third-party managers for individuals, pension plans, corporations, and charitable organizations.

Thuy Ngo is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. Before joining Edward Jones in 2019, Ngo worked in real estate at FS Realty and Lone Star Realty, and also spent two years at HD Vest Investment Services. Ngo is involved in business activities outside finance, including ownership interests in two beauty salons and a construction company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large national network of advisors and branch offices.

Nathan Gillmore is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James, he worked six years at Edward Jones. Outside of his advisory role, he is involved with Young Living Essential Oils, a multi-level marketing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supporting clients through advisory programs and a large network of affiliated advisors.

Salvador Cordero is a CFP® and Series 66 designated financial advisor with 11 years of industry experience. He is currently with Fidelity Investments and has held prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Massey is a financial advisor at Edward Jones with five years of industry experience. Prior to his advisory role, he worked in construction and has served in the United States Marine Corps since 2002, currently holding the rank of Major in the Individual Ready Reserve. At Edward Jones since 2020, he combines his military background with his financial career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Karen Abramski is a CFP® with 26 years of experience and has been an advisor at LPL Financial since 2000. She also owns a tax preparation and accounting practice, Karen K. Abramski, P.C. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Katrina Butler is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of her advisory role, she works as a sales consultant for Scentsy. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Emilio Pineda Jr. is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2008 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Michael Douglass is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 and specializes in helping clients build wealth management strategies tailored to their individual needs. His approach involves listening carefully and assisting clients in making informed decisions as they develop their financial plans. Michael holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Klein High School and attended Stephen F. Austin State University without completing a degree.

Robert Brotemarkle is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, where he has worked since 2017. He has eight years of industry experience and previously spent ten years with the Cypress Fairbanks Independent School District. Outside of his advisory role, he serves on the finance committee of the Cy Fair Educational Foundation and is a soccer referee on select weekends. 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 provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branches.

Jesse Anglin is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Duane Dollar is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, and Fidelity. Outside of his advisory work, he is associated with Five Dollars Farm, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services with a range of investment options and leverages technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of representatives.

Deborah Bauer is a financial advisor at UBS Financial Services with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Bauer serves on the boards of the Periwinkle Foundation and Ronald McDonald House Houston, both organizations supporting children with serious illnesses. She has also held leadership roles with the Houston Junior Woman's Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad suite of capital markets and financial planning services.