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.

Natalie Johnson is a financial advisor with Merrill in Conroe, TX, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she is involved in creating and selling crafts and digital templates on Etsy and participates in a construction-related business called WC Decorative Concepts. 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 individual and institutional clients.

Mitchell Murchison is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Comerica Bank, Hancock Whitney Bank, and Woodforest National Bank. Outside of finance, he was involved with Brothers Pizza for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and due diligence on alternative investments.

Griffin Randle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and has been in the financial services industry since 2009. Griffin focuses on providing clients with comprehensive wealth planning strategies, including portfolio analysis, asset allocation models, retirement planning analysis, and investment research. He holds a Bachelor's degree in Finance from the University of Denver and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Griffin is a member of the Chartered Financial Analyst Institute and the Certified Financial Planner Board of Standards, Inc. Raised in The Woodlands, Texas, Griffin enjoys golfing, skiing, and traveling.

Walter Hopkins Jr. is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Tope Ojofeitimi is the Vice President and Executive Planning Consultant at Fidelity Investments, where he collaborates with clients to help them utilize their corporate benefits and build customized financial plans tailored to their unique goals. He places importance on forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Tope has held several roles in the financial services industry, including Executive Planning Consultant and Financial Consultant at Fidelity Investments, Vice President positions at JP Morgan Chase and Merrill Lynch, as well as roles at Edward Jones, Prudential Investment Management Services, and Goldman Sachs & Co. His experience spans financial consulting, investment management, and retirement planning. He holds an insurance license in Arkansas and engages in family activities, parenthood, and volunteering in his personal time.

W Lee Bull, CFP, is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anthony Couch is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and third-party research to support diversified investment strategies.

Louis Davenio Jr. is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 designations and has 43 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm offers tailored investment recommendations supported by its research and planning tools, with services that include cash-flow, retirement, education, and niche planning areas such as business-owner transition and special-needs analysis.

Leticia Jennings is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 designations. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Chefas is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a trustee and owns a holding company in Conroe, Texas. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Moses Francis Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank and JP Morgan Securities LLC. He also has experience with God's House Of Praise Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS‑qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi‑manager and fund‑of‑funds structures and delivers model portfolios to intermediary platforms.

Mary Scheel is a financial advisor with Edward Jones, holding a Series 66 designation and approximately five years of professional experience across roles at Edward Jones and previous positions at Norfleet Land, Atlas, and Bohemian Farms LLC. She is based in Brenham, TX. 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

J. Shane Gentry is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Assetmark Financial, Inc. and Assetmark Brokerage, LLC for nine years. Gentry is also involved in wealth management through his ownership of Edge Wealth Management, LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth investors and charitable organizations, providing integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs advanced asset-allocation tools and offers portfolios that include a variety of investment vehicles managed on both discretionary and non-discretionary bases.

Waddy Hammond is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Hammond oversees the Kathleen Sorrentino Special Needs Trust, managing expenses and deposits related to the care of the beneficiary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-driven asset allocations tailored to clients’ goals and risk tolerances.

Keaton Swayze is a financial advisor at Fidelity with Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Fidelity Investments since 2013 and is currently affiliated with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Vivica Herrell is a financial advisor with Merrill based in Tomball, TX. She holds a Series 66 credential and has been in the industry since 2026. Her prior experience includes roles at Bank of America and JPMorgan Chase Bank. 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 a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.