Jonathan Zodin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2004 and plays a key role in client communication and business development for the team. Jonathan primarily focuses on developing initial financial plans that serve as blueprints to guide clients through their financial goals. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jonathan earned a bachelor's degree in communications from the University of Texas at Austin. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income.

Bryan Dellinger is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Primerica Advisors. Dellinger serves as a non-public arbitrator for FINRA, participating in dispute resolution within the securities industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and integrates these plans with managed-account programs under a consolidated billing option while keeping services separate.

Ronald Folwell Jr. is a CFP®-designated financial advisor with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at firms including Goldman Sachs & Co. LLC, United Capital Financial Advisors, and Cetera Advisor Networks, LLC. His practice is based in The Woodlands, TX. 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, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Shane Bueno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and various portfolio management options.

Derrick Mc Carley is a CFP®-credentialed financial advisor with Edward Jones in Conroe, TX, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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 through a nationwide network of financial advisors and branch offices.

Morgan Murdock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior firms include Edward Jones and Coastline Wealth Group. Morgan is also affiliated with Woodforest Financial Services and Woodforest Wealth Strategies in The Woodlands, TX. 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, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nabat Mahmudova is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Bank of America, Neoair, and New York Life Insurance Company, as well as academic positions at Izmir University of Economics and City University of New York. 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, pension plans, corporations, and charitable organizations.

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 with LPL Financial based in The Woodlands, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he was involved with Woodlands Wealth Builders and worked in full-time education. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and has been involved with Shepherd Ministers and Educators Alliance and Shepherd ISD. Outside of his advisory work, he owns Shepherd's Border Collies and Schnauzers, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

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.

Kyle Sadler is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and Cambridge Investment Research Advisors. Sadler is an author of several publications including the Amazon best-seller "I'm Retire, Now What? 101 Adventures After Retirement" and serves on the board of directors for Family Promise of Lake Houston, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple advisory platforms. The firm combines brokerage and advisory services with financial planning, managed accounts, and access to third-party money managers, employing asset-allocation tools and risk-tolerance analysis to manage portfolios across various asset classes.

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 with OSAIC who holds the Series 66 designation and has 24 years of industry experience. He worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. Outside of his advisory role, he is the owner and agent of Quest Financial and Insurance Services, where he offers various insurance products including accident, health, disability, life, and property and casualty insurance. OSAIC serves a diverse client base that includes retail and institutional investors, offering a broad range of services such as brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers. Its advisers utilize firm-provided tools and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Brian La Rocca is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Frost-related firms since 2016. He also teaches part-time for the Rice University Certified Financial Planner Program. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Samuel Schmittgens is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Conroe, Texas. 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 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.

Dean Scott is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at ConocoPhillips and Concho Resources. He is involved in managing Scott Strategic Investments, an entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Leah Reno is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis.