Aaron Barnes is a Series 66-licensed financial advisor with Edward Jones in Humble, TX, where he has worked since 2019. He has six years of industry experience, including five years with Humble ISD prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Rachael Lavoie is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James since 2016. In addition to her advisory role, she works as a Client Services Manager at Aventura Family Office in The Woodlands, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients, employing fact-finding and analytical tools to tailor non-discretionary planning and investment recommendations.

Darrell Pesek is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Robert Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody services, supported by internal research and tools such as artificial intelligence in client advice.

Emmanuel Torres is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at Cetera and Avantax, and since 2021, he has served as president of Exclusive Professional Services LLC, where he provides accounting, tax, and business consulting services. Cetera Investment Advisers LLC is a registered adviser that serves a wide range of clients, offering portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options, managing over $256 billion in assets across more than 10,000 advisors.

Bryan Clegg is a CFP® with 19 years of experience in financial advisory services. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025, and also operates Dauntless Wealth Management LLC and Clegg Wealth Strategies LLC. His prior experience includes nearly a decade at Ameriprise Financial Services, Inc. Bryan serves as owner and financial advisor at Dauntless Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, providing access to multiple investment strategies and program structures.

Adam Badeaux is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Shane Young is the Resident Director and Financial Advisor at Merrill Lynch Wealth Management, serving the Houston Champions office. He has been with Merrill Lynch since 2000 and has experience as a Complex Administrative Manager, overseeing offices across Texas and Louisiana. His role also includes responsibilities as a registered FINRA Principal Supervisor, providing clients with insight into the regulatory and risk considerations of wealth management. Shane's expertise encompasses a range of financial services including family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. He holds multiple FINRA registrations including Series 7, 66, 9, 10, and 3, along with licenses from the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID: 1163440). Prior to his financial career, he was a Tae Kwon Do instructor and business owner. Shane earned a bachelor's degree in Applied Arts and Sciences from Lamar University. He resides in Spring, Texas, with his wife Antonieta and their three children. Shane is involved with the Klein Independent School District and has personal interests in boxing, fishing, and music.

Brian Turpen is a CFP® with 20 years of experience and currently serves as a financial advisor at Raymond James Financial in Houston, TX. He previously worked at Cuna Brokerage Services, Inc. and is an officer and vice president at First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored advice and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jose Pantoja is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, helping them make informed decisions to achieve their financial goals. Jose works within Merrill Lynch's Wealth Management division, leveraging resources to address clients' financial planning and investment needs. Specific details regarding his areas of expertise, education, credentials, or personal interests have not been provided.

Jordan Powell is a financial advisor with Charles Schwab who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as a position as a substitute teacher within Klein Independent School District. Powell has also worked in athletic and retail environments early in his career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary client guidance with access to discretionary separately managed accounts and a formal alternative investment program.

Samuel Villacreses is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles at Carve American Grille, PFS Investments Inc., Primerica Financial Services, and prior positions in the retail and education sectors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

James Starnes is a CFP® with 25 years of experience in financial advising, currently affiliated with Cetera in Houston, TX. He has held multiple roles within affiliated firms providing financial services, insurance, and wealth management. Outside of his advisory work, Starnes is involved in several family and personal business ventures, including owning and operating entities related to insurance, financial services, and a floral business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform that allows advisors to utilize affiliated and third-party model portfolios or create custom strategies.

Michael Peschke is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he serves as a fill-in pastor on Sundays for churches in need through the Trinity Conference of the Global Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Spencer Murchison is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cambridge since 2011. In addition to his advisory role, he operates Synergy Wealth Management as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and third-party strategies, and supports both discretionary and non-discretionary portfolio management.

Derek Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley. Outside of his advisory work, he is involved in residential property rental through ownership interests in two real estate entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to guide non-discretionary investment decisions.

Lori Scott Klein is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2003. Outside of advising, she serves as Vice President of Bay Court Interests Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and advisory services supported by extensive research, a range of portfolio management styles, and notable municipal advisory capabilities.

Amir Abileah is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Foto Electric Supply Co. and Epilady USA Inc. He also serves as President of the Nine Oaks Condominium Association, a volunteer position on the homeowners association board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Joshua Graeff is a financial advisor at OSAIC with 17 years of industry experience. He has held positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory work, he is president and owner of Northern Pacific Asset Management and serves as CFO and co-owner of a spouse’s esthetics company. OSAIC serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated investment advisory and brokerage services with a range of portfolio management tools and third-party solutions.

Julie Haviland is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Mark Magee is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Chase Investment Services Corp. Magee is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.