Charles Fowler is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at CSE W-Industries, Inc. for five years and Weatherford for eight years. Outside of his advisory role, he is involved as an owner in a residential rental management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Andrew Kirwin is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Life Insurance Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Kirwin receives residual income from insurance commissions related to prior business placements. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance product offerings.

Michael Degnan is a financial advisor with LPL Financial based in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and concurrently serves at ZB N.A. DBA Amegy Bank since 2003. He is also a licensed notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

William Gervasi is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Bryan Treadway is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Allianz Life Insurance Company of North America, Thornburg Securities Corp., and Invesco Distributors, Inc. He is based in Kingwood, TX. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Russell Kent is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 66, 63, and 65 licenses, and has 27 years of industry experience. His work history includes roles at Wells Fargo Bank, J.P. Morgan Chase Bank, and Jpmorgan Securities. Outside of his advisory work, he owns an aviation-related business, Delta Tango Aviation, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Darren Bobley is a CFP® professional affiliated with Ameriprise who has 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Woodforest Financial Services, and he has been with Ameriprise in various capacities since 2020. Outside of advisory work, he holds a passive ownership stake in Ocrulus Inc., a company founded by a family member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning through a collaborative, research-driven approach.

Lawrence Goldstein is a financial advisor with LPL Financial in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at ESP Ultrasound LLC and Seitz, Demarco, & McGovern, PLLC. He is also involved with Light Voyages LLC, a noninvestment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning services, and both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Philip Barrington is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Apple, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Natalia Torres Decarlo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, with prior experience at Bank of America and Merrill. Outside of her advisory role, she is the owner and manager of TopNotch NTD Properties LLC, a real estate business. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Taphorn serves as a Wealth Management Advisor and leads a team dedicated to providing financial advice and services to affluent families and successful business owners. With over 40 years of experience in the financial services industry, he focuses on complex planning needs and financial strategies tailored to high net worth investors and private business owners. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor℠ (CRPC), and Certified Divorce Financial Analyst® credentials. He earned his Bachelor's Degree in Economics from the State University of New York at Albany, and holds FINRA Series 7, 24, 53, 63, and 65 registrations. Outside of his professional work, John enjoys spending time restoring and racing vintage race and collectible cars. He is married and a father of two, with a family connection to his wealth management team through his son, Robert.

Lori Parr is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in The Woodlands, TX. Outside of her advisory role, she is Vice President of Circle P Country LLC, a family-owned property business in Conroe, TX. 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 solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending.

Andrew Mcalister is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Questar Asset Management. He is also an independent insurance agent with Hebert Financial Services. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides diversified investment solutions and maintains proprietary and third-party strategies with a variety of custody and platform options.

Marc Flamer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works collaboratively with clients to develop comprehensive financial plans, utilizing the expertise of his team and the resources available at Fidelity. Prior to his current role, Marc served as a Planning Consultant at Fidelity Investments from 2021 to 2023, a Relationship Manager at Fidelity from 2020 to 2021, and a Financial Advisor at Equitable Advisors from 2017 to 2020. Throughout his career, Marc has focused on providing valuable financial planning experiences to his clients. His approach involves leveraging team knowledge and company resources to tailor financial strategies that meet individual client needs. Outside of his professional work, Marc has interests in cars and football.

Stephen Hohl is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he serves as a board member of the Tomball Hospital Association. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Jon Henderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Mass Mutual and its affiliates since 1979, including over four decades at MML Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a structured planning process that emphasizes collaborative client relationships and goal analysis.

Janet Perry is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing, along with a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

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 CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 11 years. Franklin holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by model portfolios and research.

Nealson Adamson is a Wealth Management Advisor specializing in providing customized financial strategies to help clients achieve their retirement, education, and small business planning goals. He focuses on individual retirement planning, college education planning, divorce transition planning, portfolio management services, and small business strategies. Nealson offers a range of wealth management services including investment, financial, and retirement strategies, as well as cash management and employee retirement plans for business clients. Nealson holds a Bachelor's degree from the University of Minnesota System and maintains multiple professional registrations and licenses, including FINRA Series 7, 55, 63, and 66, as well as licenses in life, health, variable life, and variable annuity insurance. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds industry designations such as Certified 401(k) Professional (CKP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Outside of his professional work, Nealson enjoys boating, fishing, scuba diving, and spending time with his family.