Charles Grossman is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Karsten Interior Services and Specs Liquor before rejoining Edward Jones in 2022. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Chandra Burns is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Northwestern Mutual Investment Management, Raymond James & Associates, and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice through a centralized service team.

Kensie Hunt is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Samuel Jordan is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Packaging Corporation of America for eight years before transitioning into his current role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Tyler Wesseler is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to develop comprehensive and tailored wealth plans aimed at achieving both short- and long-term financial goals. He emphasizes building strong, trusted relationships by understanding the priorities of clients and their families. Tyler has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2025. His experience spans multiple facets of wealth management and client relationship development. Outside of his professional responsibilities, Tyler has interests in food, outdoor adventures, and table tennis.

Lloyd Hecard Jr. is a financial advisor with Primerica Advisors in Kingwood, TX, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in non-investment business ventures including co-ownership of a restaurant through Hecard Ventures, LLC, and ownership of Roux Design Group, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Mark Digiovanni is a CFP® professional with 32 years of industry experience, currently serving at Edelman Financial Engines. His prior experience includes roles at TIAA-CREF and Tiaa spanning over a decade. Outside of his advisory work, he owns and operates a short-term rental property through a private LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and is notable for its scale and multi-channel delivery model.

Ronna Mansfield is a Financial Advisor at Merrill Lynch Wealth Management, currently serving as a Registered Senior Wealth Management Client Associate with The Hickman Group. She joined Merrill in June 2004 and has worked with teams focused on serving high-net-worth individuals and their businesses. Since late 2013, she has been part of Tim Hickman’s practice, emphasizing personalized financial management services. Mansfield has experience serving clients across various locations, including downtown Houston, Sugar Land, and The Woodlands in Texas. She holds professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Her educational background includes a high school diploma from Westfield High School, attendance at Texas A&M University System without a degree conferred, and a bachelor's degree from the University of Houston System.

David Cottle III is a financial advisor at Edward Jones in The Woodlands, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Eric Boguslawski is a CFP®-designated financial advisor with six years of industry experience. He currently works at Charles Schwab and has prior experience with Edward Jones and TD Ameritrade Inc. His professional background also includes several years outside the financial sector. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

James Graham is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager from 2024 to 2026 and as a Financial Representative from 2023 to 2024, all within Fidelity Investments. His career progression at Fidelity Investments reflects his continued commitment to providing financial planning and advisory services. James emphasizes the importance of trust, communication, and understanding clients' goals in building effective financial plans. He dedicates time to get to know each client individually and offers personalized planning support to assist them in making informed financial decisions at every stage of their lives. Outside of his professional life, James enjoys boating, golf, sailing, skiing, snowboarding, and traveling.

Sue Burch is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Brydge Advisors, where she was also the owner of a consulting business unrelated to investments. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Nicholas Williams is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to help define their financial goals and develop portfolio strategies tailored to their needs. His approach includes providing ongoing advice to adapt portfolios as clients' situations evolve. Nicholas focuses on areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He takes the time to understand what matters to his clients in order to help them pursue their financial objectives. He holds the Personal Investment Advisor (PIA) designation. He earned his Juris Doctorate Degree from Thomas Jefferson School of Law and his Bachelor's Degree from Baylor University. Outside of his professional work, Nicholas has interests including basketball, boxing, chess, cooking, hunting, music, reading, soccer, watching movies, and writing.

Jacinto Villa is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His work history includes roles at Tekplan Solutions, PFS Investments Inc, Primerica Financial Services, and Stanley CSS. He also engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Inna Bond is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Primerica Advisors and Bank of America. 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 a range of clients including individuals, high-net-worth clients, and institutions.

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.

Antwan Williams is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Lincoln Financial Distributors, Protective Life, Jackson National Life Distributors, and Symetra Securities. Outside of finance, he owns a clothing and apparel business called Kings Amongst Kings. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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.

John Dimpel Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James and related entities since 2009 and operates JJD & Associates Inc., his own support company. Outside of his advisory work, he is a partner in Dimpel NDIC LLC, a rental real estate investment company. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.