Christopher Kohnhorst is a financial advisor with Edward Jones in Spring, TX. He holds the CFP® and Series 66 designations and has 15 years of industry experience. He has been with Edward Jones since 2010. 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 and investment solutions supported by a network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Brittney Aparicio is a financial advisor at Cetera with 2 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and the State of Texas Health & Human Services. In addition to her advisory role, she provides client service support at Strategic Financial Advisors and is a commissioned notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program options.

Micah Inman is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade and Charles Schwab. Outside of his advisory role, he is the sole owner of a rental real estate business. Fisher Investments serves a global clientele including institutional and high-net-worth individual investors, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee that combines quantitative and qualitative approaches to construct diversified portfolios and employs tax-aware and risk management strategies.

Sandra Bloem Curtis is a financial advisor at Edelman Financial Engines based in Spring, TX. She holds a Series 65 designation and has been with Edelman Financial Engines since 2023. Prior to her advisory role, she worked for ten years at William Marsh Rice University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Michael Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2022 following four years as a financial advisor with Edward Jones. With over 26 years of experience in accounting and finance, including 12 years in CFO roles across manufacturing and private equity companies, Michael brings extensive expertise to his financial advisory practice. His background includes serving on fiduciary teams responsible for selecting investment options for company retirement plans. Michael works with clients of all ages and backgrounds, focusing on personalized wealth management strategies tailored to their full financial picture. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Business Administration in accounting from Stephen F. Austin State University. A native Texan who grew up in Humble, Texas, Michael and his wife have lived in the Conroe area for over 25 years. Outside of his professional activities, he enjoys racquetball, golf, pickleball, and spending time with their three adult children. Michael is also actively engaged in community volunteer work aligned with Merrill’s tradition of service.

Jonathan Conner is a Series 66 licensed advisor with Merrill, based in Kingwood, TX, and has 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Merrill and Bank of America. Outside of his advisory role, he is an officer and meeting leader for a local business networking organization and serves on the advisory board of the Dayton Police Department. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

David Farrell is a financial advisor with OSAIC in Kingwood, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services Inc., and Lincoln Financial Securities Corporation. Outside of advisory services, he is also involved in insurance sales. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Terry Whitney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2003 and previously spent seven years at Morgan Keegan & Company, LLC. 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 management, supported by a broad platform that combines advisory capabilities with various financial products and partnerships.

Thomas Simutis is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Invesco and has held various roles at The University of Alabama. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Lonbeck is a financial advisor with Thrivent Investment Management in Conroe, TX, holding a Series 66 designation and bringing 13 years of industry experience. She 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, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services under its WealthPlan option, with periodic reviews and a broad range of planning topics.

Angel Macias is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Wells Fargo and E*TRADE. Macias is based in Winter Garden, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Andrew Kirwin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, MassMutual Life Insurance Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He receives residual income from insurance business placed during his previous employment. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, asset managers, and affiliated insurance and trust services.

Michael Degnan is a financial advisor with LPL Financial based in The Woodlands, TX. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2018, he has been affiliated with ZB N.A. DBA Amegy Bank since 2003. He is also a commissioned notary public in the state of Texas. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

William Gervasi is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Bryan Treadway is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Allianz Life Insurance Company of North America, Thornburg Securities Corp., and Invesco Distributors, Inc. He is based in Kingwood, TX. 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 offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Russell Kent is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at J.P. Morgan Chase Bank and JPMorgan Securities. Outside of his financial career, he owns Delta Tango Aviation, LLC, a company involved in aircraft ownership. 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 and provides a range of brokerage and advisory solutions supported by in-house and third-party research.

Darren Bobley is a CFP® professional affiliated with Ameriprise who has 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Woodforest Financial Services, and he has been with Ameriprise in various capacities since 2020. Outside of advisory work, he holds a passive ownership stake in Ocrulus Inc., a company founded by a family member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning through a collaborative, research-driven approach.

Lawrence Goldstein is a financial advisor with LPL Financial based in Conroe, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at ESP Ultrasound LLC and Seitz, Demarco, & McGovern, PLLC. Outside of his advisory work, he is involved with Light Voyages LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms supported by both proprietary and third-party strategies.

Natalia Torres Decarlo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, with prior experience at Bank of America and Merrill. Outside of her advisory role, she is the owner and manager of TopNotch NTD Properties LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Taphorn serves as a Wealth Management Advisor and leads a team dedicated to providing financial advice and services to affluent families and successful business owners. With over 40 years of experience in the financial services industry, he focuses on complex planning needs and financial strategies tailored to high net worth investors and private business owners. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor℠ (CRPC), and Certified Divorce Financial Analyst® credentials. He earned his Bachelor's Degree in Economics from the State University of New York at Albany, and holds FINRA Series 7, 24, 53, 63, and 65 registrations. Outside of his professional work, John enjoys spending time restoring and racing vintage race and collectible cars. He is married and a father of two, with a family connection to his wealth management team through his son, Robert.