Benjamin Coffman is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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. The firm manages approximately $1.01 trillion in assets across a large network of financial advisors and branch offices, providing clients with access to affiliated mutual funds, separately managed accounts, and tax-efficient services under a fiduciary standard.

Roneil Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo in 2025, he worked at Equitable Advisors, LLC for one year. His background also includes roles at Baylor University and RS Oilfield. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized employer advisory programs.

Stephen Hlavinka is a Series 66-licensed financial advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Edward Jones for six years and spent ten years with Brazos Independent School District. Outside of his advisory role, he serves as a worship leader at Grace Community Fellowship, a position he has held since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Olajide Sarayi is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and financial milestones for professional clients, including doctors, lawyers, engineers, IT professionals, and small business owners. He focuses on developing personalized strategies that address college education planning, family wealth management, legacy planning, defined benefit plans, tax minimization, retirement income, and investment strategies for individuals and corporations. Olajide holds a Bachelor's Degree from the Federal University of Technology and an MBA from Virginia International University. His professional credentials include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English, Yoruba, and Hausa and serves in the Foster Care Support Foundation Inc., reflecting his community involvement. In his approach, Olajide prioritizes understanding clients’ unique goals and perspectives to create tailored financial plans. Beyond his professional role, he has a range of personal interests, including adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies.

Candace Mccormack is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors for 12 years before joining Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Thompson is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Grassroots Church from 2016 to 2019. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Jesse Esbeck is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked for the Attorney General of Texas for 13 years before joining Edward Jones in 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Varkey Babukutty is a CFP® and CPA with 32 years of experience in the financial services industry. He is currently with Cetera and has experience running his own firm, Babukutty Financial, since 2017. In addition to advising, he provides tax planning and tax return preparation services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management and access to third-party money managers.

Stephen Levine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Cetera and its affiliate firms since 2013 and is also the owner of Tradewins Financial, LLC. Outside of his advisory role, Levine participates in bass fishing tournaments as a sponsored fisherman. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.

Britton Noble is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James Financial Services. He also operates BNoble LLC and The Noble Group, entities related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Justin Neal serves as a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive financial planning and wealth management strategies. He leverages the resources of Merrill and Bank of America to deliver personalized investment insights, banking convenience, and lending solutions tailored to his clients' unique needs and life priorities. His expertise encompasses a wide range of areas including college education planning, divorce transition planning, legacy planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin integrates both macro and micro financial perspectives to build customizable portfolios designed to perform through varying economic conditions. Justin holds a Bachelor's Degree from the Colorado School of Mines and is proficient in English and Spanish. He is engaged in community activities through organizations such as Baytown Broncos Youth Football, Communities in School Baytown, East Harris County Empowerment Council, Faith and Family Church, Holy Family Catholic Church, and Knights of Peter Claver. Outside of work, he enjoys basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Lance Hutchins is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and operates a family farm specializing in hay sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Eunice Gonzalez is a financial advisor with Merrill in Bellaire, TX, holding a Series 66 designation and four years of industry experience. She previously worked at Bank of America from 2006 to 2022. Outside of her advisory role, she is involved in a home healthcare business providing overnight care for a quadriplegic individual. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lyn Patterson is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also maintaining a long tenure at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.

Sebastian Henke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his current role, Henke was involved with Sportlo and held positions related to sports and education at Houston Baptist University and Sports For Learning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from portfolio management and emphasizes periodic reviews without accepting discretionary trading authority for its planning services.

Matthew Catron is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021. Catron is based in Friendswood, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated committee.

Philip Turner is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at Datasite, LLC., Primerica Financial Services, and Worldpay from FIS. Outside of advisory services, he is involved in sales of loan products through Primerica Mortgage and refers home security and automation services with a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed mainly by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, focusing on advisory services rather than institutional portfolio management.

Michael Nguyen is an Investment Consultant currently working at Fidelity Investments since 2026. He has previously held roles including Private Client Banker at JP Morgan Chase from 2025 to 2026, Independent Financial Advisor at Innovation Partners LLC in 2024, Investment Adviser Representative at Catalyst Wealth Management from 2022 to 2024, and Independent Financial Advisor at GWN Securities during the same period. He holds a California Insurance License, supporting his work in financial advising and investment consulting. Michael's professional approach emphasizes understanding clients' priorities to provide personalized guidance, ensuring they feel heard and confident in their financial decisions.

David Gura is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, based in Sugar Land, Texas. He has been with Merrill Lynch since 1999 after a 19-year career in the energy industry with Schlumberger. David works with a select group of clients to help them achieve their financial goals, offering personalized advice and access to specialized investment services tailored for sophisticated investors. He regularly meets with clients to ensure their financial strategies align with their personal circumstances. David holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) certifications. He earned his bachelor's degree in electrical engineering from Worcester Polytechnic Institute. He resides in Sugar Land with his wife and four dogs. David and his team are involved in community activities, supporting charitable organizations including the Fort Bend County Animal Shelter, Citizens for Animals of Midland Odessa (CAMO), and Saving our Companion Animals (SOCA). His client focus areas include college education planning, family wealth management strategies, retirement planning, portfolio management services, and tax minimization.