David Cottle III is a financial advisor at Edward Jones in The Woodlands, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 supported by a nationwide network of more than 23,700 financial advisors.

Eric Boguslawski is a CFP®-designated financial advisor with six years of industry experience. He currently works at Charles Schwab and has prior experience with Edward Jones and TD Ameritrade Inc. His professional background also includes several years outside the financial sector. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

James Graham is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager from 2024 to 2026 and as a Financial Representative from 2023 to 2024, all within Fidelity Investments. His career progression at Fidelity Investments reflects his continued commitment to providing financial planning and advisory services. James emphasizes the importance of trust, communication, and understanding clients' goals in building effective financial plans. He dedicates time to get to know each client individually and offers personalized planning support to assist them in making informed financial decisions at every stage of their lives. Outside of his professional life, James enjoys boating, golf, sailing, skiing, snowboarding, and traveling.

Sue Burch is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Brydge Advisors, where she was also the owner of a consulting business unrelated to investments. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Nicholas Williams is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he helps clients make sense of their financial lives by understanding their goals and priorities, then developing strategies that connect their money to what matters most to them. He works with clients in areas such as Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, and Retirement Income. Nicholas holds a Juris Doctorate Degree from Thomas Jefferson School of Law and a Bachelor's Degree from Baylor University. He is also a Personal Investment Advisor (PIA). His approach emphasizes trust, clear communication, and building long-term relationships while supporting clients through various financial decisions and transitions. Outside of his professional work, Nicholas has personal interests that include baseball, boxing, chess, cooking, hunting, music, reading, soccer, watching movies, and writing.

Brent Banker is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he owns and operates NSRAS, LLC, an administrative business used for tax and accounting purposes. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm’s approach includes detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team.

Jacinto Villa is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His work history includes roles at Tekplan Solutions, PFS Investments Inc, Primerica Financial Services, and Stanley CSS. He also engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Inna Bond is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Primerica Advisors and Bank of America. 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, and institutions.

Richard Maier is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 14 years at Transamerica Financial Advisors prior to joining Cambridge in 2016. Outside of advising, he works as a licensed realtor and an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Gary Gross is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing wealth management strategies tailored to clients' individual financial situations and goals. He provides access to investment insights from Merrill and lending solutions from Bank of America. Gary holds the professional designation of Personal Investment Advisor (PIA). He earned a high school diploma from Klein Forest High School and a bachelor's degree from the University of North Texas.

Hugo Perez is a Financial Consultant at Fidelity Investments, where he collaborates with clients to define and work towards their financial goals, specializing in retirement planning and investment guidance. He joined Fidelity Investments in 2022 and has held roles including Relationship Manager and Investment Consultant before becoming a Financial Consultant in 2024. Prior to Fidelity, he worked as an Investment Consultant at Charles Schwab from 2019 to 2021. Outside of his professional role, Hugo has interests in beach activities, cars, golf, pets, soccer, and tennis.

Leslie Fitzgerald is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory work, she serves on the board of a nonprofit organization that provides grants to local Golden Retriever Rescue Organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based asset allocation.

Lloyd Hebert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior experience includes roles at Cetera Advisors and Questar Asset Management. Outside of his advisory work, he is involved in financial education as an instructor with Simplicity Group and serves as a speaker and educator through Hebert Financial Services. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates thousands of financial professionals and manages a multi‑billion dollar asset base through various platforms and proprietary model strategies.

Kristin Sanders is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as a board member and secretary for Brazoria County Municipal Utility District No. 63A and is involved with a family vitamin club through which she earns supplemental income. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools to deliver tailored, non-discretionary retirement advice primarily for clients holding assets in Ameriprise Managed Accounts.

Andrew Simms is a financial advisor with Merrill in The Woodlands, Texas, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is a general partner and managing member of Woodlands Style House, a home staging and styling consultation business. 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.

Jonathan Born is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Based in The Woodlands, TX, he provides financial planning services through his firm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial topics without implementation. The firm combines holistic, goal-based analyses with managed-account options under its WealthPlan program, while maintaining separate planning and portfolio management services.

Gordon Menard is a CFP® professional with 50 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held prior roles at USCA Asset Management, Hitherlane Partners, and Merrill. Menard is also an independent insurance agent and operates a sole proprietorship focused on insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organization clients, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a large network of financial professionals and provides access to both proprietary and third-party investment strategies.

Conner Halstead is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Legacy Preparatory Christian Academy and was involved with Conroe Church of Christ for over a decade. Outside of his advisory role, he is affiliated with the Level Up and Live Mastermind in Conroe, TX. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers additional capabilities such as trust services, securities-based lending, and tax-efficient portfolio management.

Eugene Diamont II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates at a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Andrew Bladt is a financial advisor with Charles Schwab in The Woodlands, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and California Pizza Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering brokerage, custody, and advisory services in an integrated platform that combines non-discretionary advice with access to discretionary separately managed accounts.