Robert Fenno is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edelman Financial Engines since 2016, including roles at Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, Llc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Matthew Prucha is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2001. Outside of his advisory role, he manages Tres Lomas Ranch LLC, a ranch property in Humble, Texas. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Larry Lafont is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Winkler is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with 18 years of industry experience. He has been affiliated with Bank of America and Merrill Lynch since 2009. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Thaddeus Moore is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Client Management Representative, Retirement Solutions Representative, Workplace Guidance Consultant, and 401k Customer Service Representative. In his capacity as a Certified Financial Planner (CFP®) professional, Moore partners with clients to develop comprehensive wealth plans that address short, intermediate, and long-term financial goals. His extensive experience within Fidelity Investments encompasses client management, retirement solutions, and investment consulting. Outside of his professional responsibilities, Moore enjoys football, golf, hiking, photography, spending time with his pets, and parenthood.

James Rockford is a CFP® professional with 31 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009. Based in Houston, TX, Rockford holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Donald Gaddy is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Cindy Ough is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at Merrill since 1993, including her current affiliation with Bank of America, N.A. since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of model-based and discretionary strategies developed by internal teams and third-party managers.

Paul Bast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is engaged in the sale of vintage clothing through his self-employed business, Nomad Dad Vintage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with oversight provided by an independent due-diligence consultant and trading delegated to BNY Mellon Advisors.

Alex Linder is a Series 66-registered financial advisor with Thrivent Investment Management in Houston, TX, with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Linder serves as a Trust Board Member at Salem Lutheran School, where he participates in decisions regarding scholarship distributions and charitable giving. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Paul Hammersmith is a financial advisor with Wells Fargo Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2012. Outside of his advisory work, he is the sole owner of PHLH LLC, a financial practice based in Shenandoah, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors use firm research and planning tools to create tailored recommendations, with clients retaining discretion over implementation through brokerage or advisory programs.

Manuel Elvir III is a financial advisor at Fidelity with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Fidelity’s Strategic Advisers LLC, where Manuel works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Jonathan Zodin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2004 and plays a key role in client communication and business development for the team. Jonathan primarily focuses on developing initial financial plans that serve as blueprints to guide clients through their financial goals. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jonathan earned a bachelor's degree in communications from the University of Texas at Austin. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income.

Bryan Dellinger is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Primerica Advisors. Dellinger serves as a non-public arbitrator for FINRA, participating in dispute resolution within the securities industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and integrates these plans with managed-account programs under a consolidated billing option while keeping services separate.

Ronald Folwell Jr. is a CFP®-designated financial advisor with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at firms including Goldman Sachs & Co. LLC, United Capital Financial Advisors, and Cetera Advisor Networks, LLC. His practice is based in The Woodlands, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Shane Bueno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and various portfolio management options.

Calvin Nguyen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with J.P. Morgan Securities since 2013 and concurrently associated with JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Morgan Murdock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior firms include Edward Jones and Coastline Wealth Group. Morgan is also affiliated with Woodforest Financial Services and Woodforest Wealth Strategies in The Woodlands, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kevin Schillaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Kevin holds the professional designation of Personal Investment Advisor (PIA). He completed his education with a High School Diploma/GED from Houston Community College.

Nabat Mahmudova is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Bank of America, Neoair, and New York Life Insurance Company, as well as academic positions at Izmir University of Economics and City University of New York. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.