Alan Skidmore is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a member of The PSMC Group at Hughes Landing. He works with business executives, affluent families, and successful business owners, focusing on developing personalized financial strategies tailored to each client’s goals and risk tolerance. Alan’s client services include family wealth management, legacy planning, portfolio management, retirement income strategies, and philanthropic planning, among other specialized areas. Alan holds a Bachelor of Science degree from Kansas State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He brings over twenty years of business experience, including executive roles at both public corporations and private venture capital-backed companies. Alan emphasizes disciplined, goal-oriented financial planning and views consistent, compounded returns as key to long-term financial success. Outside of his professional work, Alan’s personal interests include hiking, running, reading, woodworking, and spending time with his family. He values faith and community involvement and has participated in fitness activities such as triathlons with his daughter.

Torie Blakelock is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Ameriprise Financial and Ernst & Young. She has also been involved with Texas A&M University in various capacities. 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 offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Emilio Pineda Jr. is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2008 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

James Lebouef is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes tenure at Charles Schwab, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he serves as an executor for his father’s estate. Wells Fargo Advisors is a large national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Robert Brotemarkle is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, where he has worked since 2017. He has eight years of industry experience and previously spent ten years with the Cypress Fairbanks Independent School District. Outside of his advisory role, he serves on the finance committee of the Cy Fair Educational Foundation and is a soccer referee on select weekends. 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 provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branches.

Trang Banker is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Ameriprise and previously worked at PNC Investments LLC, JP Morgan Chase & Co., and BBVA in various capacities. Outside of finance, she has operated a small in-home eyelash extension service as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes proprietary research and collaboration between a centralized service team and financial advisors, with enrollment criteria that require a minimum level of investable assets and a preference for assets held within Ameriprise.

James Lyon IV is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he spent four years at Baylor University and five years at The Woodlands High School. He is also involved with Woodlands Wealth Builders, an entity related to his LPL business. 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Carter Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at The Reynolds Company in 2017 and 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and maintains a large nationwide network of advisors and branches.

Duane Dollar is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, and Fidelity. Outside of his advisory work, he is associated with Five Dollars Farm, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services with a range of investment options and leverages technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of representatives.

Alessandra Kath is a financial advisor with Morgan Stanley who holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Woodforest National Bank and Burnett Specialists Staffing and Recruiting. Alessandra is currently based in The Woodlands, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various personalized and corporate financial planning arrangements.

James Atkins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, N.A., where he has been employed since 2003, and at Ameriprise for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broad derivatives and commodities capabilities.

Jeffery Evans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He worked at Merrill from 1999 to 2015 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is involved as a director of a local business, Splashed Canvas, 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jarrod Shaw is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. He has worked previously at Bank of America and Merrill, and currently serves as a coach and director of a youth basketball organization called Houston Playaz. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors.

Logan Mulloy is a CFP® professional with three years of industry experience, currently serving at Raymond James & Associates. Prior to joining Raymond James & Associates, he spent three years at Willis Johnson & Associates and one year at Evidence Wealth. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with mostly non-discretionary client relationships.

Paul Rhoades is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Harman Wealth Management and Crossbridge Wealth Strategies, as well as two years as an instructor at Sam Houston State University College of Business Administration. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Shyam Bhakta is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Lone Star College for one year. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Arre Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes long-term roles at SagePoint Financial and his own investment services firms dating back to 1996. Outside of his advisory work, he is an owner of a condominium managed through Cabarete Group in the Dominican Republic. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of advisory and brokerage services delivered through affiliated entities.

Marcel Theriot is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Houston Federal Credit Union, CUSO Financial Services, and SWBC Investment Company. He serves as Chief Financial Officer at Houston Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies.

Brendan Barry is a Financial Consultant at Fidelity Investments, where he focuses on developing cost-effective financial planning strategies for clients. His work includes tax-efficient investing, charitable giving, and retirement strategies. Brendan joined Fidelity in 2023, progressing through roles as Investment Solutions and Investment Consultant before his current position. Prior to joining Fidelity, Brendan gained experience as an Advisory Associate at Triad Advisors from 2020 to 2023 and worked as a Financial Advisor at Raymond James from 2018 to 2020. He holds a California Insurance License. Outside of his professional career, Brendan has interests in football, running, skiing, and spending time at the lake. He also participates in volunteering activities.

John Dewitt is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Buckeye International and taught at Sam Houston State University and Lone Star College-Montgomery Campus. 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, pension plans, corporations, and charitable organizations.