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.

Michael Anderson Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes positions at JPMorgan Securities LLC, JPMorgan Chase Bank, Mutual of Omaha Investor Services, Allstate Insurance Company, and AXA Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery with a focus on systematic methodologies and long-term asset allocation.

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®-designated financial advisor with LPL Financial, based in The Woodlands, TX, and has 19 years of industry experience. He previously worked at Capital One Investment Services and Texas Dow Employee Credit Union. Meredith is also a licensed attorney operating The Law Office of Robert M. Meredith, PLLC, and serves as president of Meredith Capital Consulting and Meredith Distribution Company, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and advanced portfolio management technologies.

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 with LPL Financial and has previously worked at Capital Analysts, Lincoln Investment, and Charles Schwab. In addition to his advisory role, he provides financial services consultations for Guidepoint and Third Bridge Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, third-party research, and various technology-driven investment strategies.

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.

Aaron Barnes is a Series 66-licensed financial advisor with Edward Jones in Humble, TX, where he has worked since 2019. He has six years of industry experience, including five years with Humble ISD prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Rachael Lavoie is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James since 2016. In addition to her advisory role, she works as a Client Services Manager at Aventura Family Office in The Woodlands, TX. 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, and institutional clients, employing fact-finding and analytical tools to tailor non-discretionary planning and investment recommendations.

Collin Martin is a financial advisor at Edward Jones in Tomball, Texas, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles at Traditions Golf Club, Popid, Northwestern Mutual, and Star Cinema Movie Theater. He also attended Texas A&M University from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jeanette Mattiza is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. She spent 38 years at UBS Financial Services before joining Raymond James in 2026. Outside of her advisory work, she is a partner at MCJ LLC. 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 supported by a nationwide adviser network.

Rose Cook is a financial advisor with LPL Financial, based in The Woodlands, TX, holding the Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is also a commissioned notary, providing notarization services for client documentation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Adam Badeaux is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Shane Young is the Resident Director and Financial Advisor at Merrill Lynch Wealth Management, serving the Houston Champions office. He has been with Merrill Lynch since 2000 and has experience as a Complex Administrative Manager, overseeing offices across Texas and Louisiana. His role also includes responsibilities as a registered FINRA Principal Supervisor, providing clients with insight into the regulatory and risk considerations of wealth management. Shane's expertise encompasses a range of financial services including family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. He holds multiple FINRA registrations including Series 7, 66, 9, 10, and 3, along with licenses from the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID: 1163440). Prior to his financial career, he was a Tae Kwon Do instructor and business owner. Shane earned a bachelor's degree in Applied Arts and Sciences from Lamar University. He resides in Spring, Texas, with his wife Antonieta and their three children. Shane is involved with the Klein Independent School District and has personal interests in boxing, fishing, and music.

Cody Ringo is a financial advisor with LPL Financial based in The Woodlands, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at the University of Alabama and First Command, and served in the United States Air Force for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jose Pantoja is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, helping them make informed decisions to achieve their financial goals. Jose works within Merrill Lynch's Wealth Management division, leveraging resources to address clients' financial planning and investment needs. Specific details regarding his areas of expertise, education, credentials, or personal interests have not been provided.

Gregory Cater Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His work history includes roles at Cetera and First Allied Securities, as well as a six-year period at Texas A&M University. Outside of advisory work, he is involved as a blockchain miner and hotspot owner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.