Eric Simon is a CFP®-designated financial advisor with Edward Jones, based in Houston, TX, and has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on an Investment Policy Committee that oversees neighborhood project funding allocations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Michael Anderson Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, Mutual of Omaha, Allstate Insurance Company, and AXA Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios with oversight controls and employs systematic methodologies integrating mutual funds, ETFs, and ETPs.

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.

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.

Darrell Pesek is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Robert Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody services, supported by internal research and tools such as artificial intelligence in client advice.

Emmanuel Torres is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has previously worked at Avantax Investment Services and HD Vest Investment Services. Outside of his advisory role, he is the president of Exclusive Professional Services LLC, where he provides accounting, tax, and business consulting services. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary accounts, financial planning, and access to third-party money managers.

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.

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.

Jordan Powell is a financial advisor with Charles Schwab who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as a position as a substitute teacher within Klein Independent School District. Powell has also worked in athletic and retail environments early in his career. 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, combining non-discretionary client guidance with access to discretionary separately managed accounts and a formal alternative investment program.

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.

Shane Theriot is a CFP® designated financial advisor with Edward Jones in Katy, TX, and has eight 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Michael Peschke is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he serves as a fill-in pastor on Sundays for churches in need through the Trinity Conference of the Global Methodist Church. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Spencer Murchison is a financial advisor with Cambridge Investment Research Advisors in Houston, TX. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His prior roles include positions at Merrill, the Stanford Group Company, and WFG Advisors. Outside of his advisory work, he operates as an independent insurance agent with Synergy Wealth Management. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary portfolio management through multiple platforms and custodians.

Derek Ward is a financial advisor with J.P. Morgan Securities in Spring, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His previous roles include positions at Merrill, Bank of America, and Morgan Stanley. Outside of his advisory career, he is an owner and partner in residential real estate rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Lori Scott Klein is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65 and Series 63 credentials and 26 years of industry experience. She has worked at Raymond James since 2003 and previously at Citigroup Global Markets from 2001 to 2003. Outside of her advisory role, she serves as Vice President of Bay Court Interests Inc. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Amir Abileah is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Foto Electric Supply Co. and Epilady USA Inc. He also serves as President of the Nine Oaks Condominium Association, a volunteer position on the homeowners association board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.