Steven Spurling is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Columbia Management Investment Distributors Inc and MML Distributors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jonathan Murdock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Edward Jones and Woodforest National Bank. He is also associated with Woodforest Advisors, a corporate RIA branch operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Poopak Saatpour is a financial advisor at Merrill with Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at Wells Fargo Clearing and Wells Fargo Bank for ten years combined and spent two years at Keller William Realty. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services, without providing individual security recommendations as part of standalone planning.

John Gauthier is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. Outside of his advisory work, he sells sports cards on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a broad platform including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Schneyder Metellus is a financial advisor at Morgan Stanley in Cypress, TX, with four years of industry experience. He holds the Series 66 designation and has previously worked at the United States Department of Justice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nataly Serrano is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously held roles at Ruben Luna PLLC and Downeast Outfiters. Outside of her advisory work, she serves as an administrative assistant for A-Plus Striping LLC, a construction services company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ron Lantier is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at Primerica Advisors since 2020 and previously at Pinnacle from 2016 to 2019. Additionally, he has been associated with TEPCO since 2019 and Primerica Financial Services since 1996. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Charles Hogan Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Town Talk Inc. from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jose Rojas is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Financial Services since 2000. Outside of his advisory role, he is involved in the sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Perdue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has previously worked at Cetera and Foresters Advisory Services, with a career spanning various firms since 2009. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronald Hill III is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Corey Allen is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Fort Bend ISD and longstanding tenure with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he participates in community organizations including the Greater East Montgomery Chamber of Commerce, San Jacinto Community College, and the Rotary Club. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brian Petrauskas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and holds the Certified Investment Management Analyst® (CIMA®) designation. Brian earned a bachelor's degree in international business from Sam Houston State University, where he also played on the golf team for four years. Brian has been recognized multiple times for his advisory work, including being named to Barron's list of America's Top Financial Advisors annually from 2010 through 2022 and to Forbes' Best-in-State Wealth Advisors list from 2018 to 2022. In 2013, he was named one of the top 40 advisors under the age of 40 by On Wall Street magazine. As a Senior Portfolio Manager, Brian provides traditional advice and guidance and manages personalized or defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party strategies. He also has discretionary management authority for clients within the firm's Investment Advisory Program. Outside of his professional responsibilities, Brian serves on the board of trustees at the John Cooper School, where he has been involved for over a decade. He was previously chair of the finance committee at The Woodlands United Methodist Church. His personal interests include adventure sports, golfing, skiing, tennis, traveling, and spending time with his family.

James Horgan is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and via Corporate Financial Planning agreements.

Paul Dimiceli II is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Hill is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Wells Fargo Clearing and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Daniel Bosworth is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as an investor representative linked to non-variable insurance with Blue Cross Blue Shield of Texas and Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Cameron Hayes is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, Hayes served 12 years in the U.S. Navy and has owned and managed a leasing and rental real estate business since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Patrick Mc Clernon is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Merrill and Bank of America N.A., where he has worked since 2020. His prior experience includes roles at Edward Jones and involvement with Kingwood Lacrosse and Bluewater Books. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and incorporating tax-aware options for sensitive investors.