Jenae Jordan is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years at the firm and one year of industry experience. Prior to joining Edward Jones, she worked with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Poopak Saatpour is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America, Wells Fargo Clearing, Wells Fargo Bank, and Keller Williams Realty. Merrill, along 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.

Erick Miron is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank. He is also associated with Prosperity Private Investments in Hempstead, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs, such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Schneyder Metellus is a financial advisor at Morgan Stanley in Cypress, TX, with four years of industry experience. He holds the Series 66 designation and has previously worked at the United States Department of Justice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Dewhart is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients to help them understand and utilize their corporate benefits while building customized financial plans tailored to their unique life circumstances. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to joining Fidelity Investments, Mr. Dewhart held various financial advisory and consultant roles at firms including J.P. Morgan Securities, Merrill Lynch, BBVA Securities, Farmers Financial Solutions, SWBC Investment Services, Edward Jones, and WAMU Investments. His extensive experience spans from 2008 through the present, with a consistent focus on financial advising and planning. Mr. Dewhart holds a California Insurance License.

John Holmes III is a financial advisor with OSAIC in Cypress, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at FSC Securities Corporation, Wells Fargo Clearing, and ShareBuilder 401K. Holmes is also president of Taurus Wealth Advisors, an LLC financial management business. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage, advisory, and retirement consulting services. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Brian Hartley is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Tri-Emerald Financial Group INC for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Brandon Goeke is a financial advisor with Thrivent Investment Management in Cypress, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is involved in ranch work related to cattle sales and serves as a spiritual director, providing confidential spiritual guidance grounded in biblical principles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing arrangement.

Stanley Burton Jr. is a financial advisor with Edward Jones in Cypress, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Parker Lobb is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked throughout his career within various branches of Fidelity, including Fidelity Brokerage Services LLC since 2015. 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 employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

John Haines is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at VALIC Financial Advisors, Comerica Securities, and Comerica Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of systematic methodologies, and oversight of sub-advisers.

Suzanne Short is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked in full-time education for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Esther Clover is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Burnett Specialists (Girard Industries) for one year. 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 offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Talley is a financial advisor at Ameriprise with 27 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Talley holds a Series 63 designation and is based in Magnolia, TX. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Miguel Facundo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and in the automotive retail sector. From 2020 to 2023, he was involved with AAA Woodworks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Tyler Bebault is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and possessing two years of industry experience. His work history includes roles at Edward Jones, Fitzpatrick Group/TIP Group LLC, Edge Home Finance, Keller Williams, Costco Wholesale, Insitu, and ten years of service in the US Navy. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates one of the largest advisor and branch networks in the industry.

Gilbert Montoya is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Geico. 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.

Leilani Shortt is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. She is currently with LPL Financial and has previously worked at First Allied Advisory Services and Efficient Wealth Management. 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 asset management solutions, utilizing both model portfolios and customized strategies.

John Jablonski is a CFP®-certified financial advisor with 27 years of industry experience. He currently works with LPL Financial, where he has been since 2023. Prior to LPL, he was with Royal Alliance Associates for six years and FSC Securities Corp for one year. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by various strategic and tactical investment options.

Michael McMahon is a financial advisor with LPL Financial in Cypress, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Sagepoint Financial, VWM Advisors, Next Financial Group, and Ameriprise. Outside of his advisory work, he maintains a licensed professional counselor (LPC) practice. 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, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.