Bailey Byford is a CFP® professional with nine years of industry experience, currently with LPL Financial since 2025. Prior to joining LPL, he worked at Edward Jones for eight years and had shorter tenures at Reid, Strickland & Gillette, LLP, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved with Good Life Insurance Agency as a non-variable insurance agent. 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 financial planning and investment services, including access to model portfolios and third-party asset managers, supported by advisor tools and a broad platform of advisory and non-advisory financial activities.

Gavin Walters is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Uber and ARISS Financial Group/Kuttin Wealth Management Ameriprise. Walters also has a background outside finance, having worked at Mencius Gourmet Hunan. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and proprietary analysis tools.

Robert Taphorn is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with affluent individuals and families to address a range of financial needs, including retirement planning and investment strategies. Robert and his team take a collaborative approach to wealth planning, aiming to generate tailored ideas that help clients achieve their financial goals. Since joining the Taphorn, Boike & Associates team at Merrill in 2016, Robert has assisted clients from the Houston area and across the country in managing family wealth, legacy planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. He leverages Merrill’s research, planning capabilities, and investment resources to support his clients effectively. Robert holds a Personal Investment Advisor (PIA) designation and graduated from the University of Texas at Austin in 2015 with a bachelor's degree in Economics and a minor in Business Administration. Outside of his professional role, Robert enjoys playing disc golf and watching films in his free time.

William Probe is a financial advisor with Ameriprise in Humble, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, Probe manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, with an emphasis on assets held within Ameriprise-managed accounts.

Aric Boullion is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Superbag Corporation and Bob Edwards Realty. 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 and investment solutions supported by a nationwide network of over 23,000 financial advisors.

John Bunch is a financial advisor with Ameriprise in Kingwood, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at JPMorgan Securities, LLC for eight years and operated Bunch Consulting Group, LLC for four years. Outside of his advisory work, he provides business oversight for a family venture creating and selling laser-designed products. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers customized retirement income planning and recommendations based on detailed analysis and proprietary tools.

Christopher Lane is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Northwestern Mutual, and Wells Fargo. Prior to his current role, he was involved with Blue Science Pools. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Glowacki is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Colin Wong is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Axa Advisors, LLC for 14 years. He has no reported notable outside business activities. 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 and investment strategies supported by a large network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Courtney Ruckstuhl is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and Chase Bank, as well as Price Financial LLC, where she provides financial planning and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. 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 and investment solutions through a large nationwide network of advisors and branch offices.

Diana Van Horn is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has been with Edward Jones since 2009, following two years at Waddell & Reed. Van Horn serves as Regent/President of the Catholic Daughters Court St Martha in Kingwood, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ross Ward is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Chase, American Beacon Advisors, Resolute Investment Managers, and Invesco. Outside of his advisory role, Ward serves as a City Councilman in Liberty, Texas. Edward Jones is a full-service wealth management firm that serves 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 approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Michael Price is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at Avantax Advisory Services and Avantax Insurance Agency for a decade. Outside of his advisory role, he is the president and owner of MKP-Price & Co., P.C., a CPA firm, and serves as a director and treasurer of the Captain Swim Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across multiple program structures and custodial relationships.

Rachel Odell is a financial advisor at Edward Jones with 15 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Odell serves as the Vice Chairman of the Liberty Dayton Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Toby Mcswain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Waddell & Reed, Inc. for 12 years and has operated his own advisory business since 2013. Outside of his advisory role, he is involved with the Forgotten Wishes Foundation and manages Audacious, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a large network of over 22,800 advisors.

Stephen Alexander is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sagepoint Financial, NEXT Financial Group, Morgan Stanley, Citigroup Global Markets, and Fidelity. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Alberto Molina is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Arca Continental and Coca-Cola Southwest Beverages. 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, supporting advisors with research tools and a broad suite of non-advisory financial products.

Ethan White is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Ordos Tax Services, where he assists with tax preparation and accounting tasks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets and a large advisor network.

Nicholas Hathaway is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2023. His background includes roles at the University of Houston and several small businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 institutions.