W Bull is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2002. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Anthony Couch is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. His career includes roles at Questar Asset Management and Woodbury Financial Services, among others. Couch is also involved with Clear Financial Network, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Louis Davenio Jr. is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

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 licenses and has worked at firms including AssetMark Financial, Inc. and Genworth Financial Asset Management, Inc. Outside of his advisory role, he owns Edge Wealth Management, LLC, a company focused on creditor protection. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by advanced tools and multiple program options delivered through a complex affiliate network.

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 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity and its affiliated firms since 2011, as well as with Wells Fargo Investments and Chase Investment Services earlier in his career. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Joseph Simons is a CFP®-designated financial advisor with eight years of industry experience, currently practicing at Charles Schwab in The Woodlands, TX. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Key Investment Services, KeyBank, and JP Morgan Securities LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a blend of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment process.

Edmond Cherry III is a financial advisor with Mass Mutual Investors Services in Montgomery, TX, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2010. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations and asset-allocation models.

Zachary Pyles is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Brandewie is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 and profit-sharing plans, corporations, and charitable organizations.

James Boston is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 license and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Skelly is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Mark Thornberry is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Christie Hayden is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and TIAA-CREF. Outside of her advisory role, Christie works as an independent contractor providing dog walking and pet sitting services. Fidelity’s Strategic Advisers LLC, where Christie is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Luke Smith is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, and Well Lived Wealth, LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research with a forward-looking approach to capital markets, supporting clients who retain final decision-making authority.

Luke Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 27 years of experience providing financial advice and wealth management services to high net worth individuals and families. Luke specializes in family wealth management strategies, personal retirement planning, and philanthropic planning. He works closely with families to develop wealth management strategies tailored to their individual needs and goals. Luke holds the Certified Private Wealth Advisor® (CPWA®) designation, which is administered by the Investments & Wealth Institute™ and taught in conjunction with The University of Chicago Booth School of Business. He also holds the Personal Investment Advisor (PIA) designation. Luke earned a bachelor's degree in business administration and management from Texas A&M University. He resides in The Woodlands, Texas, with his wife and three children. Outside of work, Luke enjoys fishing, hiking, reading, and spending time with his family. He is involved with the Woodedge Community Church.