Riley Wohlschlaeger is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Woodforest Financial Services and Woodforest Wealth, as well as involvement with the Third Coast Volleyball Club. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains a range of advisory programs and consulting services, including specialized offerings for municipal and public finance clients.

Richard Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in The Woodlands, TX. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Melanie Null is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Woodlands Asset Management, D.H. Hill Advisors, and other firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a diverse client base through discretionary and non-discretionary advisory services.

Deonte Henson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Taso and Daikin Comfort Tech. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a noteworthy role as an advisor to multiple registered investment companies and fund-of-funds.

Sammy Johnson is a financial advisor with OSAIC based in The Woodlands, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at OSAIC since 2023 and previously spent 17 years with Sagepoint Financial, Inc. Johnson is also the sole proprietor of Harman Wealth Management, an independent RIA, where he provides investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisors and multiple advisory platforms.

Carl McGee serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has a professional background in financial consulting and investment advising, with experience encompassing roles such as Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2014. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Axa Equitable from 2013 to 2014. In his current role, Carl focuses on providing value to his clients by offering suggestions, ideas, and alternatives to assist with their financial situations. He leverages the extensive resources available at Fidelity to support clients in making informed financial decisions. Outside of his professional responsibilities, Carl is interested in family activities and hiking.

Samuel Dirringer is a Financial Advisor specializing in wealth management with Merrill Lynch. In his role, he works closely with clients to understand their individual financial goals and to develop personalized investment strategies aimed at pursuing those objectives. His responsibilities include providing investment advice and facilitating access to banking and lending services through Bank of America. Samuel's expertise encompasses general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes getting to know clients personally to tailor strategies that align with what matters most to them. Throughout his work, he offers ongoing advice and guidance to adapt to clients' evolving financial situations. He holds a high school diploma from Klein Oak High School and a bachelor's degree from Concordia University. Samuel has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is proficient in both English and French.

Anita Bowman Mc Cormick is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 65 licenses and is based in Houston, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Lauren Biggs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at Wells Fargo Advisors and was self-employed for nearly a decade. Outside of her advisory role, she co-owns a rental property in Austin, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emmanuel Velazquez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Regions Bank, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lynn Wammel is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. She has spent her entire career at Edward Jones since 2006. Outside of her advisory role, she performs contract work reviewing bridge inspections and related reports for ASK Engineering in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies supported by a large national network and operates under a fiduciary standard.

Michael Byers II is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Kidwell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. He has been with LPL Financial since 2013 and also serves as Executive Vice President of D.Hilton Associates, Inc., where he oversees the Strategic Services Practice and assists with senior executive recruitment in the credit union industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by a range of tools for research and operations.

Lindsey Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership in Barlow Ventures LLC, a specialty contracting business based in Cypress, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Irving Moses Jr. is a financial advisor with Primerica Advisors in Humble, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Jared Chamberlain is a Financial Consultant currently working at Fidelity Investments since 2019. He partners with clients to develop financial plans tailored to their family's specific needs and goals. Prior to his current role, Jared held positions as an Investment Consultant from 2017 to 2019 and as a Relationship Manager from 2015 to 2017, both at Fidelity Investments. He also gained experience as a Financial Services Representative at E*trade Financial from 2013 to 2014. Jared holds an Arkansas Insurance License, supporting his professional qualifications in the financial services industry.

Yi Xuan Cheng is a financial advisor with LPL Financial in Spring, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Cheng held positions at Benedetti, Gucer & Associates, Ameriprise Financial Services, and DriveWealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a network of over 22,800 advisors.

Garrett Huff is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He previously worked at BBVA Compass before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he plays drums at several churches in the Houston area, including Oakridge Baptist Church. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Eriberto Elizondo Sr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Cetera since 2016 and is also the owner of Marathon Wealth Management. In addition to his advisory work, he is a partner at Elizondo & Elizondo, CPA's, a tax and accounting firm he has been involved with since 1993. Cetera Investment Advisers LLC provides a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management options.

Delia Moreno is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. She has been with J.P. Morgan Securities since 2020 and also has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2009. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.