Charles Hogan Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Town Talk Inc. from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jose Rojas is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Primerica Advisors since 2003 and has been affiliated with Primerica Financial Services since 2000. In addition to advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Michael Perdue is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera and Foresters Financial Services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jessica Mcnamara is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Outside of her advisory role, she was the owner and daily operations manager of Midnight Mocha Reads LLC, a retail bookstore. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Ronald Hill III is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Corey Allen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His background includes roles with Fort Bend ISD, Houston Community College, and involvement with Jean-Pierre & The Zydeco Angels. He participates in community organizations such as the Greater East Montgomery Chamber of Commerce and the Rotary Club. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers while overseeing model implementation and trading.

Brian Petrauskas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and holds the Certified Investment Management Analyst® (CIMA®) designation. Brian earned a bachelor's degree in international business from Sam Houston State University, where he also played on the golf team for four years. Brian has been recognized multiple times for his advisory work, including being named to Barron's list of America's Top Financial Advisors annually from 2010 through 2022 and to Forbes' Best-in-State Wealth Advisors list from 2018 to 2022. In 2013, he was named one of the top 40 advisors under the age of 40 by On Wall Street magazine. As a Senior Portfolio Manager, Brian provides traditional advice and guidance and manages personalized or defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party strategies. He also has discretionary management authority for clients within the firm's Investment Advisory Program. Outside of his professional responsibilities, Brian serves on the board of trustees at the John Cooper School, where he has been involved for over a decade. He was previously chair of the finance committee at The Woodlands United Methodist Church. His personal interests include adventure sports, golfing, skiing, tennis, traveling, and spending time with his family.

James Horgan is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and via Corporate Financial Planning agreements.

Paul Dimiceli II is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management and 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.

Nicole Blaschke is a financial advisor with UBS Financial Services holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for 11 years and has been with UBS since 2024, transitioning recently to Wells Fargo Clearing Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Nicholas Hill is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Wells Fargo Clearing and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Daniel Bosworth is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as an investment-related representative with Blue Cross Blue Shield of Texas and Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Cameron Hayes is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, Hayes served 12 years in the U.S. Navy and has owned and managed a leasing and rental real estate business since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Patrick Mc Clernon is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Merrill and Bank of America N.A., where he has worked since 2020. His prior experience includes roles at Edward Jones and involvement with Kingwood Lacrosse and Bluewater Books. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and incorporating tax-aware options for sensitive investors.

Scott Mc Kenzie is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018, including a period following his time at the University of Texas A&M. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Mcintosh is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2000 and 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Rosanna Chapa is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan Securities in 2017. 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. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Andy Evans is a financial advisor with Edward Jones in Houston, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he is the executive director of Generosity Culture, Inc., a nonprofit focused on creating content and building relationships with local nonprofits and business owners, and owns two consulting and web design businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joseph Dewhart is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients to help them understand and utilize their corporate benefits while building customized financial plans tailored to their unique life circumstances. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to joining Fidelity Investments, Mr. Dewhart held various financial advisory and consultant roles at firms including J.P. Morgan Securities, Merrill Lynch, BBVA Securities, Farmers Financial Solutions, SWBC Investment Services, Edward Jones, and WAMU Investments. His extensive experience spans from 2008 through the present, with a consistent focus on financial advising and planning. Mr. Dewhart holds a California Insurance License.

Austin Treptow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His background includes various roles in education and retail prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.