Kevin Talley is a financial advisor at Ameriprise with 27 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Talley holds a Series 63 designation and is based in Magnolia, TX. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

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.

Donald Mitcham is a CFP® and ChFC® with 41 years of experience in financial planning and advisory services. He has been with Cetera since 2025 and previously spent 28 years at Concourse Financial Group Securities Inc. He also leads Mitcham Advisors, LLC, where he manages operations and strategic planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Lance Jones is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a variety of investment strategies and affiliated financial products under a fiduciary standard.

George Musselman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab and HFG Wealth Management. Outside of his advisory role, Musselman serves as treasurer and board member of 3in1 Mechanical Ministries, a nonprofit that provides repaired vehicles to individuals in need, particularly survivors of human trafficking. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Reina Brunig is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at PFS Investments Inc since 2016 and has been associated with Primerica Financial Services since 2005. In addition to advisory services, she is involved in sales of investment-related products and receives compensation for referring home security, automation, and mortgage-related products through affiliated companies. Primerica Advisors is a large-scale institutional firm serving 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 uses model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Helen Thornton is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at SagePoint Financial from 2016 to 2023. Thornton is active in her community, serving as Membership Services Chair for the Conroe Noon Lions Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios on both discretionary and non-discretionary bases.

Stephen Burchett is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Circle Oaks Farm, a property used for cattle grazing and hay cutting leases under an agricultural exemption. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research-driven recommendations, tax-efficient strategies, and algorithmic automation to support client income planning within a broad range of advisory, brokerage, and insurance solutions.

Jose Rincon Gallardo Romo is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with UBS Financial Services since 2013, based in The Woodlands, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Rodrigo Collada is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at CITIGROUP from 2016 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Paul Keehn is a Financial Advisor with Merrill Lynch Wealth Management. He takes a comprehensive approach to managing wealth by first understanding his clients, their families, financial situations, and priorities. Paul utilizes the investment insights and analytics of Merrill and Bank of America Global Research to assist clients in building, maintaining, and preserving their wealth. His professional focus centers on delivering excellent service and helping clients pursue and achieve their financial goals. Before entering the financial planning and wealth management industry, Paul held various executive-level positions at large companies throughout the United States. His career background emphasizes teamwork and designing processes to achieve desired client outcomes. Paul holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned a High School Diploma from Glenbard West High School and attended the University of Kentucky without earning a degree. Paul actively participates in community service through volunteering with organizations such as the Alzheimer's Association. He and his family have lived in The Woodlands, Texas, for over 25 years. His personal interests include biking, drawing/sketching, golfing, hiking, pickleball, reading, spending time with family, watching movies, and writing.

Richard Johnson II is a CFP® professional with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of a chicken farm and working as a sales representative for an essential oils business. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sharon Campbell is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors, MML Investors Services LLC, MassMutual Life Insurance Co, Raymond James & Associates, and Wells Fargo Clearing. 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 individuals, high-net-worth clients, and institutions.

Coty Dolan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career background includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and real estate-related positions. Prior to his financial services career, he served in the United States Navy. 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.

Richard Deyoung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined total of 10 years before joining LPL Financial in 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research from LPL and third-party subadvisors, and various technology-driven tools.

Laurie Clark is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial. She has been working in the advisory field since 2002, including her tenure at Linsco/Private Ledger. In addition to her advisory role, she is involved in non-variable insurance activities and assists clients with establishing HSA accounts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.