Paul Rhoades is a financial advisor with OSAIC in The Woodlands, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he worked at Harman Wealth Management and Crossbridge Wealth Strategies. He also spent two years on the faculty at Sam Houston State University College of Business Administration. OSAIC Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and uses various tools and platforms to construct and manage portfolios tailored to client needs.

Shyam Bhakta is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. Prior to joining LPL Financial in 2022, he worked at Lone Star College from 2021 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Tyler Moore is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Hologic, Inc., Applied Medical, and Crosby ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Nicholas Arre Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. His prior experience includes SagePoint Financial and N.W. Arre, Jr. Investment Services, Inc. Outside of his advisory work, he is an owner of a condominium managed by Cabarete Group in the Dominican Republic. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include various asset classes.

Marcel Theriot is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at CUSO Financial Services and Generations Community Federal Credit Union. Theriot also serves as Chief Financial Officer for Houston Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house and third-party research.

John Dewitt is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Buckeye International and taught at Sam Houston State University and Lone Star College-Montgomery Campus. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in The Woodlands, TX. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Melanie Null is a financial advisor at Fidelity with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Woodlands Securities Corporation and D.H. Hill Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Deonte Henson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Taso and Daikin Comfort Tech. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a noteworthy role as an advisor to multiple registered investment companies and fund-of-funds.

Sammy Johnson is a financial advisor with OSAIC based in The Woodlands, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at OSAIC since 2023 and previously spent 17 years with Sagepoint Financial, Inc. Johnson is also the sole proprietor of Harman Wealth Management, an independent RIA, where he provides investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisors and multiple advisory platforms.

Carl McGee serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has a professional background in financial consulting and investment advising, with experience encompassing roles such as Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2014. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Axa Equitable from 2013 to 2014. In his current role, Carl focuses on providing value to his clients by offering suggestions, ideas, and alternatives to assist with their financial situations. He leverages the extensive resources available at Fidelity to support clients in making informed financial decisions. Outside of his professional responsibilities, Carl is interested in family activities and hiking.

Samuel Dirringer is a Financial Advisor specializing in wealth management with Merrill Lynch. In his role, he works closely with clients to understand their individual financial goals and to develop personalized investment strategies aimed at pursuing those objectives. His responsibilities include providing investment advice and facilitating access to banking and lending services through Bank of America. Samuel's expertise encompasses general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes getting to know clients personally to tailor strategies that align with what matters most to them. Throughout his work, he offers ongoing advice and guidance to adapt to clients' evolving financial situations. He holds a high school diploma from Klein Oak High School and a bachelor's degree from Concordia University. Samuel has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is proficient in both English and French.

Anita Bowman Mc Cormick is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 65 licenses and is based in Houston, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Lauren Biggs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at Wells Fargo Advisors and was self-employed for nearly a decade. Outside of her advisory role, she co-owns a rental property in Austin, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emmanuel Velazquez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Regions Bank, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lynn Wammel is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. She has spent her entire career at Edward Jones since 2006. Outside of her advisory role, she performs contract work reviewing bridge inspections and related reports for ASK Engineering in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies supported by a large national network and operates under a fiduciary standard.

Michael Byers II is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Keeara Thompson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America N.A. since 2011. Outside of her advisory role, she is involved in a family-owned business in Houston that sells women's hair extensions. 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 individuals, high-net-worth clients, and institutional accounts.

Brian Kidwell is a Series 66-licensed financial advisor with LPL Financial, based in The Woodlands, TX. He has 13 years of industry experience, all with LPL Financial. Outside of his advisory role, he serves as Executive Vice President of D.Hilton Associates, Inc., where he oversees a strategic services team and assists in senior executive recruitment for the credit union industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by extensive research and model portfolios.

Lindsey Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership in Barlow Ventures LLC, a specialty contracting business based in Cypress, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.