Robert Maxwell III is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Maxwell serves on the Hedwig Village Pension Advisory Board, advising the city council on pension options for city employees. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Cheryl Peschke is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and with 36 years of industry experience. She has been with Raymond James for 15 years. Outside of her advisory role, she owns a personal farm where she leases land for cattle grazing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a broad range of portfolio management styles.

Susan Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in investment management. She works with high net worth individuals, families, foundations, endowments, and not-for-profit organizations to help them achieve their financial goals through personalized wealth management strategies. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Susan holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama and a Master’s degree in Finance from Virginia Commonwealth University. She has earned the Personal Investment Advisor (PIA) designation. Susan is skilled in investment management, asset allocation, portfolio management, stocks, bonds, and finance. In addition to her professional work, Susan values community involvement and volunteers with local organizations. Her personal interests include football, golfing, spending time with her family, and traveling. She is committed to working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Jeffrey Howell is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

Jerred Crumley is a CFP® with 18 years of industry experience and has been with Robert W. Baird & Co. for 13 years. He is based in Houston - Memorial City, TX, and holds the Series 66 designation. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of investment programs, utilizing internal research and tools including artificial intelligence to support client advisory services.

Charles Sautter is a financial advisor at Edward Jones in Houston, TX, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior roles include positions at John Hancock Advisers LLC, LPL Financial, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Deborah Kerr is a financial advisor at Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials with 10 years of industry experience. Prior to her advisory role, she worked for four years with Katy Independent School District. Outside of her advisory work, she has been involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides oversight and custody through third-party providers.

Megan Gaskamp is a financial advisor with LPL Financial in Kingwood, TX, holding the Series 66 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Gaskamp is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a broad network of investment adviser representatives.

Neil Puskorius is a Senior Financial Advisor at Merrill Lynch Wealth Management, with 15 years of experience in the financial advising industry. He specializes in working with individual families and small businesses, focusing on building, preserving, and growing their wealth through investment and insurance solutions. He holds a Bachelor's Degree in Finance from Texas State University, graduating Cum Laude in 2010. Neil attained his FINRA registrations also in 2010 and earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2015. He also holds the Personal Investment Advisor (PIA) designation. Neil is based in north Houston, currently living in Tomball with his wife Maranda and their daughter Virginia. Outside of his professional work, he enjoys cooking, music, reading, and spending time with his family. He is also a fan of baseball, particularly the Houston Astros.

Kimberly Ferrin is a financial advisor at Morgan Stanley with 35 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1993 to 2009. She holds Series 63 and Series 66 licenses and is based in Houston, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary investment models to support its financial planning process.

Carrie Short is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined Merrill Lynch in 2006 after graduating from Texas A&M University with a degree in Human Resource Development and Business. After eight years as a Client Associate, Carrie left the firm to spend more time with her family before returning in 2016 to serve as a Financial Advisor on the RG Group. In her current role, she acts as the team's relationship manager, working proactively with clients to build strong relationships and understand their financial needs and goals. Carrie holds the Personal Investment Advisor (PIA) designation and focuses on areas such as college education planning, family wealth management strategies, managing new wealth, and retirement income. She is a member of the professional organization Gamma Phi Beta and is involved in her community as the Vice President of the Parent Teacher Organization. Outside of her professional responsibilities, Carrie enjoys cooking, traveling, volunteering at her son's school, and spending time with her family. She and her husband Preston live in the Garden Oaks area with their 12-year-old son.

Nicole Stokes is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009. Stokes holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nicholas Hirstein is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. 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. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates certain ESG considerations.

Tijinekia Telford is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior experience includes roles with The Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. She is involved in commercial insurance sales through her own agency and plans to start notary services in 2024. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside a notable role in insurance and non-securities services.

Jenae Jordan is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years at the firm and one year of industry experience. Prior to joining Edward Jones, she worked with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Chappell is a financial professional affiliated with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, American United Life, OneAmerica Securities, and Metlife Securities. Since 2020, he has also been involved with Ensign Financial Partners and Ensign Partners, focusing on financial services and retirement planning for business owner clients. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with access to various investment models and managers, managing over $256 billion in assets through more than 10,000 advisors.

John Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMORGAN Chase Bank, N.A. since 2007. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Danielle Huang is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked for both Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Armstrong is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Armstrong worked at the University of Texas Southwestern Medical Center and the MD Anderson Cancer Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of approximately 23,701 financial advisors.

Taryn Teves is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining RBC Capital Markets, Taryn worked at Wells Fargo Bank, N.A. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles. The firm integrates in-house and third-party investment managers and offers a range of investment options, including alternative investments and responsible investing screens.