Samuel Pyle is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Merrill, and Wells Fargo Clearing. 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, model portfolio programs, third-party asset management, and institutional platforms.

Loryn Woodard is a financial advisor at Edward Jones with seven years of industry experience. She has held roles at Edward Jones since 2018 and previously worked at First Community Credit Union from 2014 to 2018. Woodard holds a Series 66 designation and is based in Houston, TX. 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.

John Davis is a financial advisor with Ameriprise in Conroe, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Davis is involved in music as a performer with Tabernacle Music and serves as a minister leading various ceremonies and choir activities at Family Faith Church. He also holds board positions with Tau Kappa Epsilon and Montgomery County MUD No. 145. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jorge Loyo is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Loyo also owns The MAP Initiative, LLC, an entity formed to support Primerica business activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with approximately $15.5 billion in assets under management. The firm employs model-delivery strategies developed by unaffiliated managers and provides advisory services through a large network of financial advisors.

Sarah Davis is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Meredith Graeber is a Series 66-licensed financial advisor with four years of industry experience. She has worked at Equitable Advisors since 2026 and previously at Stifel Independent Advisors, Morgan Stanley Private Bank, and Morgan Stanley. Outside of her advisory role, she creates fashion-related video content on YouTube. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a mix of proprietary and third-party investment solutions.

Michael Kevlin is a Series 66-licensed financial advisor with Edward Jones in Kingwood, TX, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is associated with The Friedkin Companies through a deferred compensation account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Robert Young is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he is involved in property management. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

Alexander Schillaci is a financial advisor with Merrill and holds the Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his role in financial services, his background includes positions at BakerRipley and Schlitterbahn, among other diverse experiences. 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 supported by internal and third-party managers for individuals, pension plans, corporations, and charitable organizations.

Thuy Ngo is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. Before joining Edward Jones in 2019, Ngo worked in real estate at FS Realty and Lone Star Realty, and also spent two years at HD Vest Investment Services. Ngo is involved in business activities outside finance, including ownership interests in two beauty salons and a construction company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large national network of advisors and branch offices.

Nathan Gillmore is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James, he worked six years at Edward Jones. Outside of his advisory role, he is involved with Young Living Essential Oils, a multi-level marketing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supporting clients through advisory programs and a large network of affiliated advisors.

Salvador Cordero is a CFP® and Series 66 designated financial advisor with 11 years of industry experience. He is currently with Fidelity Investments and has held prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sandra Guardado is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Morgan Stanley. Outside of her advisory role, she manages rental properties. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios across various investment types.

Ryan Massey is a financial advisor at Edward Jones with five years of industry experience. Prior to his advisory role, he worked in construction and has served in the United States Marine Corps since 2002, currently holding the rank of Major in the Individual Ready Reserve. At Edward Jones since 2020, he combines his military background with his financial career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Karen Abramski is a CFP® with 26 years of experience and has been an advisor at LPL Financial since 2000. She also owns a tax preparation and accounting practice, Karen K. Abramski, P.C. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Torie Blakelock is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Ameriprise Financial and Ernst & Young. She has also been involved with Texas A&M University in various capacities. 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 investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Katrina Butler is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of her advisory role, she works as a sales consultant for Scentsy. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Emilio Pineda Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill and Bank of America for 18 years. 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 recommendations on a non-discretionary basis while clients retain final decision authority.

Michael Douglass is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 and specializes in helping clients build wealth management strategies tailored to their individual needs. His approach involves listening carefully and assisting clients in making informed decisions as they develop their financial plans. Michael holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Klein High School and attended Stephen F. Austin State University without completing a degree.

Robert Brotemarkle is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, where he has worked since 2017. He has eight years of industry experience and previously spent ten years with the Cypress Fairbanks Independent School District. Outside of his advisory role, he serves on the finance committee of the Cy Fair Educational Foundation and is a soccer referee on select weekends. 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 provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branches.