Natalia Torres Decarlo is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and six years of industry experience. Her background includes roles at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of financial services, she is the owner and manager of TopNotch NTD Properties LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Lori Parr is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in The Woodlands, TX. Outside of her advisory role, she is Vice President of Circle P Country LLC, a family-owned property business in Conroe, TX. 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 solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending.

Brian Hartley is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Tri-Emerald Financial Group INC for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Andrew Mcalister is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at Cetera Advisors, Questar Asset Management, and Hebert Financial Services, where he also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and multiple platform options.

Marc Flamer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works collaboratively with clients to develop comprehensive financial plans, utilizing the expertise of his team and the resources available at Fidelity. Prior to his current role, Marc served as a Planning Consultant at Fidelity Investments from 2021 to 2023, a Relationship Manager at Fidelity from 2020 to 2021, and a Financial Advisor at Equitable Advisors from 2017 to 2020. Throughout his career, Marc has focused on providing valuable financial planning experiences to his clients. His approach involves leveraging team knowledge and company resources to tailor financial strategies that meet individual client needs. Outside of his professional work, Marc has interests in cars and football.

Stephen Hohl is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Hohl serves as a board member of the Tomball Hospital Association, participating in efforts to provide medical assistance to the local community. 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 maintains a large network of financial advisors and branch offices across the United States.

Jon Henderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Mass Mutual and its affiliates since 1979, including over four decades at MML Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a structured planning process that emphasizes collaborative client relationships and goal analysis.

Janet Perry is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing, along with a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

Jerry Franklin is a financial advisor at Morgan Stanley with 56 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting clients with comprehensive financial planning options.

Robert Franklin is a CFP® professional with 13 years of industry experience, currently associated with LPL Financial since 2024. He previously worked at Edward Jones for 11 years. 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 and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies across various asset classes.

Nealson Adamson is a Wealth Management Advisor specializing in providing customized financial strategies to help clients achieve their retirement, education, and small business planning goals. He focuses on individual retirement planning, college education planning, divorce transition planning, portfolio management services, and small business strategies. Nealson offers a range of wealth management services including investment, financial, and retirement strategies, as well as cash management and employee retirement plans for business clients. Nealson holds a Bachelor's degree from the University of Minnesota System and maintains multiple professional registrations and licenses, including FINRA Series 7, 55, 63, and 66, as well as licenses in life, health, variable life, and variable annuity insurance. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds industry designations such as Certified 401(k) Professional (CKP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Outside of his professional work, Nealson enjoys boating, fishing, scuba diving, and spending time with his family.

Sana Khalaf is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes roles at UBS Financial Services, Wells Fargo Investments, Banc of America Investment Services, and ongoing positions with JPMorgan Chase Bank and J.P. Morgan Securities. From 2015 to 2019, she was involved with Santaro Properties, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broad derivatives capabilities.

Teresa Packer is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James Financial Services Advisors, Inc., Woodforest Wealth, and multiple roles in the hospitality industry. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Ireti Bodunde is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Bank NA. 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 and fund searches, and customized performance reporting. Its advisory process uses a combination of quantitative screens and qualitative research, incorporating an ESG framework and leveraging affiliates for implementation and portfolio services.

Jayden Wilson is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jayden works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. Jayden serves as a resource for a range of financial matters, including general investing, retirement planning, and saving for unexpected expenses, and can provide access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Jayden holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Eastern Kentucky University. Jayden's approach emphasizes getting to know clients to tailor financial strategies that align with their priorities, offering ongoing advice and guidance as client needs evolve.

Alex Vazquez is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and build personalized strategies tailored to their unique needs. Alex provides ongoing advice and guidance as clients' situations evolve, helping them manage competing financial priorities effectively. Alex specializes in assisting clients with various aspects of financial planning, including investing, retirement planning, and preparing for unexpected expenses. He collaborates with clients one-on-one to design portfolio strategies aimed at achieving their short-, mid-, and long-term objectives. Alex is also able to connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Cathedral High School. Alex is fluent in both English and Spanish. Outside of his professional role, he enjoys spending time with his family, traveling, and participating in sports such as baseball, basketball, billiards, boxing, football, and golfing.

Melissa Poppell is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at Sigma Financial Corporation, SPC, and Edward Jones. Outside of her advisory work, she is a business owner of Gaas Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Patrick Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of experience in the industry. He has worked at LPL Financial since 2009 and previously spent five years at Ameriprise. Kelly is also involved in a non-variable insurance business focused on disability and long-term care coverage. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Erol Ertumen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior experience includes 16 years at Bank of America. 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 within a non-discretionary program.

Jennifer Chachere is a financial advisor with Ameriprise in Spring, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she volunteers as a mentor for children at Eiland Elementary School through the St. Dunstan's Kids Hope program. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, providing annual written recommendations that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.