Clifford Ely Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. from 2015 to 2017. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Bryan Vaughn is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the energy sector, including roles at Nabors Drilling and Canrig Drilling. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Glen Starr is a financial advisor with LPL Financial in Conroe, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he is involved in ranching and farming, including the purchase and sale of livestock, and co-owns a small business related to quilt-making products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment management options.

Kenneth Coleman III is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., and The Northwestern Mutual Life Insurance Company. He also worked at Texas A&M University for four years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Geoffrey Turnbull is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Holly Alcarese is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at UBS and multiple positions within Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and deliver advisory solutions.

Keaton Hineman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of advising, he is a partner in HD Ag, LLC, a real estate investment company based in Conroe, TX. 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 strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Rodney Linehan is a CFP® professional with 28 years of industry experience. He is currently with Cetera and previously spent 27 years at Avantax Investment Services, Inc. He also owns an accounting and tax preparation business and serves as a trustee for fiduciary appointments. 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 range of portfolio management and advisory services delivered through a nationwide network of over 10,000 independent advisors.

Brett Bean is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance, and Northwestern Mutual. Before entering the financial industry, he worked at Montgomery Independent School District for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Caleb Clark is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in the education sector with Cameron Independent School District and was involved with the American Football Coaches Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Taylor Cochran is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work history includes roles at AGIA and VALIC Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Terry Karch is a financial advisor at LPL Financial with 31 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Kelly II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016, and has operated his own practice since 2013. Outside of his financial career, he serves as a freelance high school softball umpire. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Robert Arnold is a CFP® professional with 18 years of experience in the financial services industry, currently serving at Edward Jones since 2008. He holds a Series 66 license and is based in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Reed is a Series 66 licensed financial advisor with Edward Jones in Montgomery, TX, where he has worked for 10 years. He has additional experience working with the Klein Independent School District since 2015 and has served as an evangelist for churches of Christ since 1999. Reed is active in his community, serving on the board of directors for the Stanford Black Alumni Association Houston Chapter and participating in a prostate cancer support group. Edward Jones is a comprehensive wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Caleb Zaborowski is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management, where he operates under the FSA designation. In his role, he provides investment guidance and wealth management services to clients. Caleb holds a Bachelor's Degree from Sam Houston State University. His professional focus is centered on delivering comprehensive financial solutions within the Merrill Lynch framework.

Scott Dean is a financial advisor with LPL Financial in Montgomery, TX, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Casey Heathcott is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2011. He is based in Conroe, TX, and holds the Series 66 designation. Outside of his advisory role, Heathcott is a board member of Love Fosters Hope in The Woodlands, TX, where he contributes to the governance of the organization's stability and growth. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients across individual and institutional sectors. The firm offers a range of investment advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Lori Sommer is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

April Campbell is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2022. Outside of her advisory role, she serves as secretary of the Bellago Community Improvement Association, participating in quarterly meetings to address homeowners association matters. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of portfolios through affiliated and unaffiliated sub-advisers.