Chadwick Lee is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Johnathan Lyon is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience with Woodlands Wealth Builders. 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 through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hubert Runnels Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Runnels has held various roles with Woodforest Wealth, Woodforest Financial Services, and related entities since 2016, including serving as First Vice President at Woodforest Wealth. He is also an insurance agent for Woodforest Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Logan Betts is a financial advisor with Raymond James Financial in Tomball, TX, holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services Advisors, Woodforest National Bank, and earlier positions at SmartDraw Software and Renee Langdon State Farm. He is also an associate at Woodforest Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains notable municipal advisor affiliations and specialized advisory programs.

Jerry Cutaia Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 17 years at Waddell & Reed, Inc. Outside of his advisory role, he owns Shepherd's Border Collies and Schnauzers, a business based in Shepherd, Texas. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional advisory platforms.

Clayton Dean is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. He has previously been affiliated with Ameriprise Financial Services LLC and has an educational background including studies at Texas A&M University, Angelo State University, and the University of Louisiana-Lafayette. Outside of advising, he has experience with Central Texas Gasket & Polymer Co. Inc. Ameriprise specializes in retirement-income planning services for clients generally holding at least $1 million in net investable assets, utilizing a centralized consulting team to deliver tailored, tax-smart income strategies supported by algorithmic modeling and research.

Sam Van Leuven is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Sam collaborates with clients to identify and plan for their financial goals through a disciplined and goal-based planning process. Sam has accumulated experience in financial consulting through positions at several firms, including Senior Financial Consultant and Financial Consultant roles at TD Ameritrade from 2018 to 2020, Financial Consultant at Scottrade from 2017 to 2018, and Financial Solutions Advisor at Merrill Edge from 2015 to 2017.

Nathan Harrison is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 23 years. Outside his advisory role, he is the owner and agent of Quest Financial and Insurance Services, where he offers various insurance products and health savings accounts. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform providing brokerage and advisory services, including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed investment strategies.

Sean Thurmond is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of his advisory role, he operates Thurmond Capital LLC, a sole proprietorship managing single-family rental properties. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Adam Lampe is a financial advisor with OSAIC and holds a Series 66 designation. He has 16 years of industry experience, having worked at Osaic Wealth, Royal Alliance Associates, ProEquities, and operates his own entities, including Mint Wealth Management and Lampe Wealth Management. Outside of advisory work, he is CEO and co-founder of Mint Wealth Management, which provides comprehensive financial planning services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across a complex affiliate platform.

Donald Mitcham is a CFP® and ChFC® with 41 years of experience in financial planning and advisory services. He has been with Cetera since 2025 and previously spent 28 years at Concourse Financial Group Securities Inc. He also leads Mitcham Advisors, LLC, where he manages operations and strategic planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Lance Jones is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a variety of investment strategies and affiliated financial products under a fiduciary standard.

George Musselman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Charles Schwab and HFG Wealth Management. Musselman also serves as treasurer and board member of 3in1 Mechanical Ministries, a nonprofit that provides donated and repaired vehicles to individuals in need. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

William Berry Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of advisory work, he is an insurance agent focusing on Medicare-related solutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA Employer Advisory services.

Jose Rincon Gallardo Romo is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with UBS Financial Services since 2013, based in The Woodlands, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Rodrigo Collada is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at CITIGROUP from 2016 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Miguel Facundo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and J.P. Morgan entities. Outside of finance, he was involved with AAA Woodworks from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Richard Deyoung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, Banc of America Investment Services, UBS Financial Services, and earlier tenure with LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Laurie Clark is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. She has worked at Linsco/Private Ledger since 2002 and previously spent five years at Waddell & Reed. Clark is also involved in non-variable insurance activities, including assisting clients with establishing HSA accounts. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Deane Hafling is a CFP®-certified financial advisor with over 22 years of industry experience. He is currently with Raymond James Financial in Houston, TX, where he has worked in various capacities since 2010, including roles at Saxon Financial Group and Edward Jones earlier in his career. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through multiple advisory programs and institutional consulting.