Richard Mclinden III is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2019. He is also involved with Oakcrest Advisors in a non-owner, support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Brian Hanley is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services within the firm. Additional details regarding his experience, education, credentials, or personal interests have not been provided.

Joseph Solano is a Financial Consultant who collaborates with clients to help advance their financial goals by employing efficient investment and planning strategies. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Associate Wealth Management Advisor at Century Oak Private Wealth from 2021 to 2024, Financial Representative at Fidelity Investments from 2020 to 2021, and Financial Advisor at Northwestern Mutual from 2018 to 2020. Joseph's career reflects a breadth of experience in investment consultation and wealth management. Outside of his professional work, Joseph has interests in fitness, social events with friends, music, pets, and reading.

John Schantz III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years at Merrill. Schantz also served in the U.S. Army Reserves from 2010 to 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and non-discretionary implementation, utilizing investment research and algorithmic tools to support tax-aware withdrawal strategies and Social Security claiming options.

Garrett Frazier is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Fund Services Group and completed his education at the University of Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Yasir Manzoor is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a combined 10 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Susan Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in investment management. She works with high net worth individuals, families, foundations, endowments, and not-for-profit organizations to help them achieve their financial goals through personalized wealth management strategies. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Susan holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama and a Master’s degree in Finance from Virginia Commonwealth University. She has earned the Personal Investment Advisor (PIA) designation. Susan is skilled in investment management, asset allocation, portfolio management, stocks, bonds, and finance. In addition to her professional work, Susan values community involvement and volunteers with local organizations. Her personal interests include football, golfing, spending time with her family, and traveling. She is committed to working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Jeffrey Howell is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

Charles Sautter is a financial advisor at Edward Jones in Houston, TX, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior roles include positions at John Hancock Advisers LLC, LPL Financial, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Molly Anders is a financial advisor with Fidelity Investments in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her career includes roles at Wells Fargo Bank and Wells Fargo Clearing before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Neil Puskorius is a Senior Financial Advisor at Merrill Lynch Wealth Management, with 15 years of experience in the financial advising industry. He specializes in working with individual families and small businesses, focusing on building, preserving, and growing their wealth through investment and insurance solutions. He holds a Bachelor's Degree in Finance from Texas State University, graduating Cum Laude in 2010. Neil attained his FINRA registrations also in 2010 and earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2015. He also holds the Personal Investment Advisor (PIA) designation. Neil is based in north Houston, currently living in Tomball with his wife Maranda and their daughter Virginia. Outside of his professional work, he enjoys cooking, music, reading, and spending time with his family. He is also a fan of baseball, particularly the Houston Astros.

Kurt Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build and manage wealth through personalized financial planning strategies. He specializes in family wealth management strategies, managing new wealth, and personal retirement planning. Kurt holds a Bachelor's Degree from Florida Atlantic University and is designated as a Personal Investment Advisor (PIA). He emphasizes working closely with clients to develop customized financial strategies aimed at pursuing their long-term goals. Outside of his professional responsibilities, Kurt enjoys spending time with his family and engaging in activities such as golfing, cooking, fishing, reading, and traveling. He is also involved in community volunteer work following Merrill's tradition of community participation.

Nicole Stokes is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009. Stokes holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nicholas Hirstein is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates certain ESG considerations.

Jonas Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Bank One, Wisconsin for 30 years. Peterson serves on the Board of Directors for Citizens for Animal Protection. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Jenae Jordan is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years at the firm and one year of industry experience. Prior to joining Edward Jones, she worked with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Canlas is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Angela Caraway is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 66 and Series 63 licenses and has been with Wells Fargo Bank since 2016. 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.

Peter Cymbala III is the Senior Resident Director at Merrill Lynch Wealth Management's Hughes Landing office in The Woodlands. He joined Merrill Lynch in 1998 and has held multiple management positions within the firm. He is a FINRA Registered Principal and focuses on client wealth management and advisory business management. Peter's expertise includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation. He earned both a Bachelor of Business Administration and an MBA from the University of Phoenix. Outside of work, Peter enjoys biking, boating, camping, cooking, hiking, running marathons, spending time with his family, traveling, and woodworking.

Ted Lukeman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Royal Alliance Associates, Cetera Wealth Services, LLC, and MetLife Investment Fund Services LLC. He also operates a sole proprietorship offering major medical and life insurance products. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with a variety of advisory programs and third-party manager options, supported by a large, multi-advisor platform.