Jerry Franklin is a financial advisor with Morgan Stanley in The Woodlands, Texas, holding a Series 63 designation and bringing 55 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, along with experience at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 supported by a Global Investment Committee for modeling financial outcomes.

Robert Franklin is a CFP® professional with 13 years of industry experience, currently associated with LPL Financial since 2024. He previously worked at Edward Jones for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies across various asset classes.

Julio Verduzco is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant and Central Relationship Manager before his current position. Prior to joining Fidelity, Julio worked at Charles Schwab as an Active Trader Specialist and Financial Services Representative from 2018 to 2020. His professional experience spans various aspects of financial services, focusing on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Sana Khalaf is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, alongside a tenure at JPMorgan Chase Bank starting in 2009. Prior to her current role, she was involved with Santaro Properties, LLC from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of financial services.

Teresa Packer is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James Financial Services Advisors, Inc., Woodforest Wealth, and multiple roles in the hospitality industry. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Ireti Bodunde is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jayden Wilson is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jayden works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. Jayden serves as a resource for a range of financial matters, including general investing, retirement planning, and saving for unexpected expenses, and can provide access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Jayden holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Eastern Kentucky University. Jayden's approach emphasizes getting to know clients to tailor financial strategies that align with their priorities, offering ongoing advice and guidance as client needs evolve.

Alex Vazquez is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and build personalized strategies tailored to their unique needs. Alex provides ongoing advice and guidance as clients' situations evolve, helping them manage competing financial priorities effectively. Alex specializes in assisting clients with various aspects of financial planning, including investing, retirement planning, and preparing for unexpected expenses. He collaborates with clients one-on-one to design portfolio strategies aimed at achieving their short-, mid-, and long-term objectives. Alex is also able to connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Cathedral High School. Alex is fluent in both English and Spanish. Outside of his professional role, he enjoys spending time with his family, traveling, and participating in sports such as baseball, basketball, billiards, boxing, football, and golfing.

Melissa Poppell is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. She has worked with Edward Jones and maintains ongoing engagements with SPC and Sigma Financial Corporation. Outside of her advisory roles, she is a business owner of Gaas Enterprises, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of experience in the industry. He has worked at LPL Financial since 2009 and previously spent five years at Ameriprise. Kelly is also involved in a non-variable insurance business focused on disability and long-term care coverage. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Erol Ertumen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked at Bank of America for 16 years and has held his current position since 2026. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jennifer Chachere is a financial advisor with Ameriprise in Spring, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she volunteers as a mentor for children at Eiland Elementary School through the St. Dunstan's Kids Hope program. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, providing annual written recommendations that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Casey Schurwon is a CFP®-designated financial advisor with UBS Financial Services, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Casey is based in The Woodlands, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Dawn Vlier Bush is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. She joined the firm and its affiliates in 2025 and has prior experience at healthcare organizations spanning two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm’s approach includes holistic, goal-based planning on various financial topics, with options to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Lynn Fletcher is a CFP® professional affiliated with Cetera, with 39 years of experience in the financial services industry. Prior to joining Cetera in 2025, Lynn held roles at Avantax Advisory Services, Provision Brokerage, and Avantax Insurance Agency, among others. In addition to financial advising, Lynn operates a tax preparation and accounting business as a certified public accountant. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party strategies.

Gary Price Sr. is a financial advisor with Cetera who holds the PFS™ designation and has 28 years of industry experience. His career includes long tenures at Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors, as well as co-ownership of Price & Price, CPA since 1985. Cetera Investment Advisers LLC is a multi-manager platform serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options, combining affiliated and third-party model portfolios under both discretionary and non-discretionary authorities.

Chayden Tibbitts is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Prior to that, he worked at Brigham Young University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Azhoun Al Sada is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Santander Securities. Outside of his advisory role, he is the sole owner of a rental property in Magnolia, Texas. 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, offering a range of model-based and discretionary investment strategies for individuals and institutions.

Mark Owens is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Robert Young is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, he worked at MMWKM Advisors, LLC from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.