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, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has experience with firms including Wells Fargo Clearing and Chase Investment Services Corp. Outside of his advisory role, he is involved as an owner or partner in various technology, healthcare, and delivery companies, including MightyFly Inc., Pirouette Medical Inc., and Simplify Genomics, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Grant David is a Financial Advisor at Merrill Lynch Wealth Management based in Baton Rouge. He works with young professionals and families to build long-term, tax-efficient wealth using clear, data-driven strategies. His approach includes combining market research, Monte Carlo-style planning, and real-world coaching to simplify decisions related to investing, retirement, and risk management. Grant holds a Bachelor's Degree from Nicholls State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he engages in sports analytics, strength training, and exploring new technology tools, interests that inform the analytical and forward-thinking perspective he offers his clients.

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.

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.

James Blake is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wunderlich Securities for 17 years before joining LPL Financial in 2017. Blake serves as a board member for the Cinco Ranch SW MUD #3 nonprofit in Houston. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios and third-party subadvisors, with support from advanced operational and research tools.

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, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She also provides notarization services for client documentation on a limited basis. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Bryan Clegg is a CFP® with 19 years of experience in financial advisory services. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025, and also operates Dauntless Wealth Management LLC and Clegg Wealth Strategies LLC. His prior experience includes nearly a decade at Ameriprise Financial Services, Inc. Bryan serves as owner and financial advisor at Dauntless Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, providing access to multiple investment strategies and program structures.

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, holding a Series 66 designation and two years of industry experience. His background includes service in the United States Air Force from 2015 to 2023 and prior roles at First Command and the University of Alabama. Ringo operates under the Woodlands Wealth Builders DBA, affiliated with his LPL business. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized investment strategies, supported by advisor-facing tools but not automated decision-making.

Brian Turpen is a CFP® with 20 years of experience and currently serves as a financial advisor at Raymond James Financial in Houston, TX. He previously worked at Cuna Brokerage Services, Inc. and is an officer and vice president at First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored advice and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jose Pantoja is a Financial Advisor working with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Jose has completed both his Bachelor's and Master's degrees at Sam Houston State University. His educational background supports his role in providing financial guidance and investment advice.

Zachary Rogers is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Fidelity Investments and has experience in political and educational roles. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, using proprietary research and tools to develop tailored recommendations.

Samuel Villacreses is a financial advisor with Primerica Advisors in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, his work history includes positions at Carve American Grille and H-E-B. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Jeffrey Stephens is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He brings extensive experience in financial services, having worked at Fidelity Investments since 2015 in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, he served as a Financial Professional at AXA Advisors from 2013 to 2014. In his current position, Jeffrey focuses on understanding clients' financial situations and goals to provide tailored planning and guidance. He facilitates discussions on the various options Fidelity offers to help clients grow and protect their savings.