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.

Calvin Nguyen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also has experience with Jpmorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

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.

Kevin Schillaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Kevin holds the professional designation of Personal Investment Advisor (PIA). He completed his education with a High School Diploma/GED from Houston Community College.

Nabat Mahmudova is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Bank of America, Neoair, and New York Life Insurance Company, as well as academic positions at Izmir University of Economics and City University of New York. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Diana Weaver is a Series 66 licensed financial advisor with Edward Jones, where she has worked for 10 years. She is based in Crosby, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jerry Cutaia Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 17 years at Waddell & Reed, Inc. Outside of his advisory role, he owns Shepherd's Border Collies and Schnauzers, a business based in Shepherd, Texas. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional advisory platforms.

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.

Kyle Sadler is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Securities America Advisors, Cambridge Investment Research Advisors, LPL Financial, and Valic Financial Advisors. Outside of his advisory role, he is an author of several books on retirement and contributes financial articles, and serves on the board of Family Promise of Lake Houston, a nonprofit focused on homeless support. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, employing a model-based investment approach with options for discretionary management, third-party managers, and Unified Managed Accounts.

Ismael Vazquez is a financial advisor at Merrill with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at notable firms including JP Morgan Chase Bank and Direct Discount Display. Vazquez is currently based in Humble, TX. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sam Van Leuven is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Sam collaborates with clients to identify and plan for their financial goals through a disciplined and goal-based planning process. Sam has accumulated experience in financial consulting through positions at several firms, including Senior Financial Consultant and Financial Consultant roles at TD Ameritrade from 2018 to 2020, Financial Consultant at Scottrade from 2017 to 2018, and Financial Solutions Advisor at Merrill Edge from 2015 to 2017.

Nathan Harrison is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 23 years. Outside his advisory role, he is the owner and agent of Quest Financial and Insurance Services, where he offers various insurance products and health savings accounts. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform providing brokerage and advisory services, including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed investment strategies.

Sean Thurmond is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of his advisory role, he operates Thurmond Capital LLC, a sole proprietorship managing single-family rental properties. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brian La Rocca is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Frost-related firms since 2016. He also teaches part-time for the Rice University Certified Financial Planner Program. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Adam Lampe is a financial advisor with OSAIC and holds a Series 66 designation. He has 16 years of industry experience, having worked at Osaic Wealth, Royal Alliance Associates, ProEquities, and operates his own entities, including Mint Wealth Management and Lampe Wealth Management. Outside of advisory work, he is CEO and co-founder of Mint Wealth Management, which provides comprehensive financial planning services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across a complex affiliate platform.