Dylan Dalpedri is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining the financial sector, he held roles at Pendle Hill Advisors and worked in the food service industry, including at Fajita Jack's Tex-Mex Bar and Grill and Papa John's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, supporting a range of investment vehicles and employing systematic methodologies and long-term asset allocation benchmarks.

David Frank is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior positions include roles at Northwestern Mutual and NEXT Financial Group, and he is also CEO of Innovative Premier Financial Services, a firm he has led since 2015. Outside of advisory work, he serves as a board member of the Montgomery ISD Education Foundation and participates as a committee captain for the Houston Livestock & Rodeo. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management options through a multi-manager platform, enabling advisors to utilize affiliated and third-party managers across multiple program structures.

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

V. Fisher Jr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member for Harbour Town Association, providing governance support. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Pamela Tipton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Edward Jones for 14 years before joining Woodforest National Bank and Woodforest Wealth in 2025, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling and supports a large network of advisors and affiliated firms.

Daniel Helmer is a financial advisor at LPL Financial in Conroe, TX, with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, Wells Fargo Advisors, and Wells Fargo Clearing over the course of his career. 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 advisory and brokerage services, including financial planning and access to model portfolio programs, with advice delivered by a large network of investment adviser representatives.

Makanjila De Almeida is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Conroe, TX, where he has worked since 2023. His prior roles include positions at Bank of America, Merrill, Mass Mutual, and Banco Angolano de Investimentos. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of wealth levels. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Anne Spinks is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has operated Anne N. Spinks CLU, CHFC since 1995. Outside of her advisory role, Spinks serves as an elder and committee member at First Presbyterian Church of Conroe. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing model-based and discretionary or non-discretionary portfolio strategies under various custody and platform arrangements.

Michael Jimenez is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities, LPL Financial, MML Investors Services, and Mass Mutual. Outside of advising, he hosts a daily podcast focused on sports and pop culture and serves as a referee for high school and middle school basketball games. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and investment solutions across multiple platforms and account types.

Ryan Korenek is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked in various roles including at Axios Industrial Maintenance Contractors and Chicago Bridge and Iron. 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 nationwide network of financial advisors and branch offices.

Justin Mock is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Valic Financial Advisors and USAA Financial Planning Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alan Alberts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' unique financial situations and long-term goals. Alan works closely with clients and their families to develop flexible approaches that adapt to changing market conditions, drawing on the investment insights of Merrill and banking solutions from Bank of America. His expertise encompasses family wealth management, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. Alan holds the Personal Investment Advisor (PIA) designation and earned both his bachelor's and master's degrees from the Texas A&M University System. He is also affiliated with the TXCPA-Houston professional organization. Alan is committed to community involvement, reflecting Merrill's tradition of service, and dedicates time to volunteering with local organizations. Outside of work, he enjoys golfing, traveling, and spending time with his family.

Brandi Hernandez Acevedo is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience, including roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Miguel Castro is a financial advisor at Raymond James Financial with 24 years of industry experience. He previously worked at Edward Jones for 21 years before joining Raymond James and founding Spirit of Texas Wealth Management, where he serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Barry Tate is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior positions include roles at Ameriprise Financial Services, Edward Jones, and Kestra Advisory. Outside his advisory work, he is the owner of Tate Cinnaholic Ventures LLC, a non-investment 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided by independent advisers utilizing a range of discretionary and non-discretionary strategies.

Duran Dismore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 2004. He holds a B.S. in Finance from Elmhurst College. Duran has earned the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, and holds FINRA registrations including Series 7, 31, 66, 9, and 10. As a specially qualified Senior Portfolio Advisor, Duran provides traditional advice and guidance while building and managing custom investment strategies, including the selection from Merrill model portfolios and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Duran's areas of focus include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, managing new wealth, and retirement income. He has received recognition on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and 2022, and on the 2026 Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists. He resides in Montgomery, Texas with his wife and two children. Outside of work, Duran enjoys golfing, spending time with his family, and traveling.

Michael Rondon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as BBVA Securities Inc. and BBVA Compass Bank. 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 in its investment approach.

Stephen Eggert is a financial advisor with Edward Jones in Conroe, TX, holding the ChFC® and Series 66 designations and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various educational roles, including positions with the Orange County Department of Education and multiple school districts. He also serves as an online instructor mentor for the Orange County Department of Education’s Career Tech Ed teacher credentialing program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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 Series 66 licensed financial advisor with Edward Jones, where he has worked since 2024. He has two years of industry experience and previously held positions at Lonestar College, 3L Energy Solutions, and Nabors Drilling. 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 and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.