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.

Quinetta Anato Mensah is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Northland Securities, Inc. and RBC Capital Markets. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and employs formal governance and proxy-voting procedures.

Kip Joseph is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of more than 23,700 financial advisors.

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.

Mark Mckenzie is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Texas A&M and has diverse experience including roles at The Liquor Mart and Bordeaux Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

Britney Rascher is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in educational and childcare settings, including Willis Independent School District and Southside Baptist Childcare Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Jared Hensley is a financial advisor at Osaic Wealth Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Outside of his advisory work, he owns and operates Wild Viking Studio, a graphic design business. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

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.

Mark Nixon is a financial advisor with Raymond James & Associates in The Woodlands, TX. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 13 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and firm-supported research.

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 32 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Valic Financial Advisors. 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 range of financial planning and investment management services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Derrick Mc Carley is a CFP®-credentialed financial advisor with Edward Jones in Conroe, TX, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

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.

Chadwick Lee is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Johnathan Lyon is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience with Woodlands Wealth Builders. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hubert Runnels Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Runnels has held various roles with Woodforest Wealth, Woodforest Financial Services, and related entities since 2016, including serving as First Vice President at Woodforest Wealth. He is also an insurance agent for Woodforest Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Logan Betts is a financial advisor with Raymond James Financial in Tomball, TX, holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services Advisors, Woodforest National Bank, and earlier positions at SmartDraw Software and Renee Langdon State Farm. He is also an associate at Woodforest Wealth. 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, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains notable municipal advisor affiliations and specialized advisory programs.

Clayton Dean is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. He has previously been affiliated with Ameriprise Financial Services LLC and has an educational background including studies at Texas A&M University, Angelo State University, and the University of Louisiana-Lafayette. Outside of advising, he has experience with Central Texas Gasket & Polymer Co. Inc. Ameriprise specializes in retirement-income planning services for clients generally holding at least $1 million in net investable assets, utilizing a centralized consulting team to deliver tailored, tax-smart income strategies supported by algorithmic modeling and research.