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 at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation, Wells Fargo Clearing, and ShareBuilder 401K. Holmes is also president of Taurus Wealth Advisors, an LLC through which he manages a financial advisory business. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party platforms to provide customized investment solutions.

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 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity affiliates since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

John Jablonski is a CFP® professional at LPL Financial with 27 years of industry experience. He previously worked at Royal Alliance Associates and FSC Securities Corp. In addition to his advisory role, he is involved with JJ Management LLC, a business entity for tax and investment purposes. 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, offering a range of financial planning and advisory programs.

Michael McMahon is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked previously at Sagepoint Financial, VWM Advisors, and Next Financial Group. In addition to his advisory role, he is involved as a therapist licensed professional counselor (LPC) on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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.

Ryan Waller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His career includes roles at Principal Financial Services, Transamerica Corporation, and Fisher Investments prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Russell Marsh is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the beverage retail industry and had roles in various other fields. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

David Carter is a Series 66 licensed financial advisor with Edward Jones in Cypress, TX, where he has worked since 2011. He has 15 years of experience in the financial industry. 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 strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Gonzales is a Series 66-licensed financial advisor with J.P. Morgan Securities in Cypress, TX, and has seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Bank since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank dating back to 2002. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.