Richard Maier is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 14 years at Transamerica Financial Advisors prior to joining Cambridge in 2016. Outside of advising, he works as a licensed realtor and an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Gary Gross is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing wealth management strategies tailored to clients' individual financial situations and goals. He provides access to investment insights from Merrill and lending solutions from Bank of America. Gary holds the professional designation of Personal Investment Advisor (PIA). He earned a high school diploma from Klein Forest High School and a bachelor's degree from the University of North Texas.

Hugo Perez is a Financial Consultant at Fidelity Investments, where he collaborates with clients to define and work towards their financial goals, specializing in retirement planning and investment guidance. He joined Fidelity Investments in 2022 and has held roles including Relationship Manager and Investment Consultant before becoming a Financial Consultant in 2024. Prior to Fidelity, he worked as an Investment Consultant at Charles Schwab from 2019 to 2021. Outside of his professional role, Hugo has interests in beach activities, cars, golf, pets, soccer, and tennis.

Leslie Fitzgerald is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory work, she serves on the board of a nonprofit organization that provides grants to local Golden Retriever Rescue Organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based asset allocation.

Lloyd Hebert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior experience includes roles at Cetera Advisors and Questar Asset Management. Outside of his advisory work, he is involved in financial education as an instructor with Simplicity Group and serves as a speaker and educator through Hebert Financial Services. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates thousands of financial professionals and manages a multi‑billion dollar asset base through various platforms and proprietary model strategies.

Kristin Sanders is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as a board member and secretary for Brazoria County Municipal Utility District No. 63A and is involved with a family vitamin club through which she earns supplemental income. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools to deliver tailored, non-discretionary retirement advice primarily for clients holding assets in Ameriprise Managed Accounts.

Andrew Simms is a financial advisor with Merrill in The Woodlands, Texas, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is a general partner and managing member of Woodlands Style House, a home staging and styling consultation business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jonathan Born is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Based in The Woodlands, TX, he provides financial planning services through his firm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial topics without implementation. The firm combines holistic, goal-based analyses with managed-account options under its WealthPlan program, while maintaining separate planning and portfolio management services.

Gordon Menard is a CFP® professional with 50 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held prior roles at USCA Asset Management, Hitherlane Partners, and Merrill. Menard is also an independent insurance agent and operates a sole proprietorship focused on insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organization clients, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a large network of financial professionals and provides access to both proprietary and third-party investment strategies.

Conner Halstead is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Legacy Preparatory Christian Academy and was involved with Conroe Church of Christ for over a decade. Outside of his advisory role, he is affiliated with the Level Up and Live Mastermind in Conroe, TX. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers additional capabilities such as trust services, securities-based lending, and tax-efficient portfolio management.

Eugene Diamont II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates at a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Andrew Bladt is a financial advisor with Charles Schwab in The Woodlands, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and California Pizza Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering brokerage, custody, and advisory services in an integrated platform that combines non-discretionary advice with access to discretionary separately managed accounts.

John Rogers is a CFP® with 35 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, having joined the firm in 2024 after eight years at Wells Fargo Clearing and previous roles at Banc of America Investment Services and BBVA Compass Investment Solutions. He also owns and operates Rogers Wealth Management Group LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tailored recommendations supported by its research and planning tools, serving clients who meet specific net-worth criteria.

Trent Harris II is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Glenn Presnell Jr. is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1979, also working at Bank of America since 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dane Webb is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is a partner and officer at Lifetime Decoys, a business focused on retail and media partnerships. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Patrick Hynes is currently the Market Leader at Fidelity Investments, where he leads a team of leaders, financial advisors, and support associates. His role involves providing clients with education and guidance to help them make more confident financial planning decisions. Patrick has been with Fidelity Investments since 1999, progressing through various roles including Vice President and Branch Leader, Assistant Branch Manager, Vice President and Financial Consultant, Insurance Wholesaler, Financial Consultant, Insurance Specialist, Investments Associate, and Internship-Operations Specialist. This extensive experience within the company spans over two decades and encompasses a broad range of financial services and leadership positions.

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.

Ligia Aguilar Bueso is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked concurrently at Merrill and Bank of America since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Larkins is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and beginning her tenure with the firm in 2025. Her background includes experience with Baylor University and involvement with the Extreme Performing Arts Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.