Lisa Simon is a financial advisor at LPL Financial with Series 66 credentials. She has one year of industry experience and has previously been self-employed and worked at Lambda Center Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Goeke is a financial advisor with Thrivent Investment Management in Cypress, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is involved in ranch work related to cattle sales and serves as a spiritual director, providing confidential spiritual guidance grounded in biblical principles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing arrangement.

Stephen Hohl is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Hohl serves as a board member of the Tomball Hospital Association, participating in efforts to provide medical assistance to the local community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Steven Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory role, he is a limited partner in a private company called Mash Family Partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to a broad range of in-house and third-party investment managers.

Stanley Burton Jr. is a financial advisor with Edward Jones in Cypress, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Julio Verduzco is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant and Central Relationship Manager before his current position. Prior to joining Fidelity, Julio worked at Charles Schwab as an Active Trader Specialist and Financial Services Representative from 2018 to 2020. His professional experience spans various aspects of financial services, focusing on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Hannah Bishop is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Her prior work includes roles in communications, aesthetics, and entrepreneurship. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Chuong Dao is a CFP® professional with 13 years of experience in the financial services industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held roles at Bank of America and Merrill from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Abhay Nair is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory role, he is the sole proprietor of Azure Expanse Homes LLC, a real estate wholesaling and AI business based in Houston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed with long-term asset allocation strategies.

Vincent Doucette Jr. is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is president of two real estate LLCs based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

John Markle is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he serves as a basketball game referee for the Katy Independent School District in Katy, TX. Raymond James & Associates is a large brokerage and SEC-registered investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Brian Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined the firm in 2023. His prior roles include six years at Raymond James Financial Services Advisors and five years at Christ Taylor Insurance. Anderson serves on the Board of Directors for the Caring Aggies Mentoring Program, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing tailored strategies implemented through a mix of in-house and third-party investment managers.

Erol Ertumen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior experience includes 16 years at Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Gina Jaimes Castro is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2021 and previously held positions at Wells Fargo and Bank of America. Outside of her advisory role, she owns and manages a remodeling and construction company in Austin, Texas. 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 strategies for a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Whitney Lockwood is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Stephen Foster is a financial advisor with OSAIC in Tomball, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at OSAIC since 2009, following roles at Woodbury Financial Services and PRUCO Securities. Foster is also the managing member of SF Cicada, LLC, and involved in life, health, and disability insurance sales through Petra Benefits Financial Services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Matthew Zettel is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Osaic and has prior experience with Royal Alliance Associates, Inc. and Texas A&M University. Outside of his advisory role, he is involved with SF Cicada LLC and provides life, health, and disability insurance sales through Petra Benefits Financial Services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Danny Huynh is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within JPMorgan Chase entities since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Jonathan Dowell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with one year of industry experience. Prior to joining Thrivent, he worked at Church CO+OP and H-E-B. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering comprehensive goal-based analyses and planning without portfolio management for institutional clients.

Michael Stockman is a financial advisor with Cambridge Investment Research Advisors in Houston, TX. He holds the Series 63 designation and has 26 years of industry experience. Prior to his current role since 2013, he worked at LPL Financial and Valic Financial Advisors. Outside of advisory services, Stockman is active as a real estate agent with multiple firms in the Houston area. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.