Jerry Franklin is a financial advisor with Morgan Stanley in The Woodlands, Texas, holding a Series 63 designation and bringing 55 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, along with experience at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee for modeling financial outcomes.

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.

Robert Franklin is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 11 years. Franklin holds the Series 66 designation. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by model portfolios and research.

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.

Nealson Adamson is a Wealth Management Advisor specializing in providing customized financial strategies to help clients achieve their retirement, education, and small business planning goals. He focuses on individual retirement planning, college education planning, divorce transition planning, portfolio management services, and small business strategies. Nealson offers a range of wealth management services including investment, financial, and retirement strategies, as well as cash management and employee retirement plans for business clients. Nealson holds a Bachelor's degree from the University of Minnesota System and maintains multiple professional registrations and licenses, including FINRA Series 7, 55, 63, and 66, as well as licenses in life, health, variable life, and variable annuity insurance. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds industry designations such as Certified 401(k) Professional (CKP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Outside of his professional work, Nealson enjoys boating, fishing, scuba diving, and spending time with his family.

Sana Khalaf is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, alongside a tenure at JPMorgan Chase Bank starting in 2009. Prior to her current role, she was involved with Santaro Properties, LLC from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of financial services.

Teresa Packer is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James Financial Services Advisors, Inc., Woodforest Wealth, and multiple roles in the hospitality industry. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Ireti Bodunde is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jayden Wilson is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jayden works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. Jayden serves as a resource for a range of financial matters, including general investing, retirement planning, and saving for unexpected expenses, and can provide access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Jayden holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Eastern Kentucky University. Jayden's approach emphasizes getting to know clients to tailor financial strategies that align with their priorities, offering ongoing advice and guidance as client needs evolve.

Alex Vazquez is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and build personalized strategies tailored to their unique needs. Alex provides ongoing advice and guidance as clients' situations evolve, helping them manage competing financial priorities effectively. Alex specializes in assisting clients with various aspects of financial planning, including investing, retirement planning, and preparing for unexpected expenses. He collaborates with clients one-on-one to design portfolio strategies aimed at achieving their short-, mid-, and long-term objectives. Alex is also able to connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Cathedral High School. Alex is fluent in both English and Spanish. Outside of his professional role, he enjoys spending time with his family, traveling, and participating in sports such as baseball, basketball, billiards, boxing, football, and golfing.

Melissa Poppell is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2023 and has prior experience at Spc and Sigma Financial Corporation, where she has worked since 2011. Outside of her advisory role, she is a business owner of Gaas Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and institutional offerings.

Patrick Kelly is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Outside of his advisory role, he is involved in a non-variable insurance business focusing on disability and long-term care products under Woodlands Wealth Builders. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Erol Ertumen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked at Bank of America for 16 years and has held his current position since 2026. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jennifer Chachere is a financial advisor with Ameriprise in Spring, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she volunteers as a mentor for children at Eiland Elementary School through the St. Dunstan's Kids Hope program. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, providing annual written recommendations that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Casey Schurwon is a CFP®-designated financial advisor with UBS Financial Services, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Casey is based in The Woodlands, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Stephen Foster is a financial advisor with Osaic Wealth, Inc. in Tomball, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Osaic since 2009. Outside of his advisory role, he is involved in life, health, and disability insurance sales through his management of Petra Benefits Financial Services, LP and related entities, and he also serves as a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm utilizes asset-allocation tools, risk assessments, and automated portfolio rebalancing to manage client accounts, which may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Matthew Zettel is a financial advisor with OSAIC based in Tomball, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining OSAIC, he held roles at Royal Alliance Associates and has experience in education with positions at Texas A&M University, Blinn College, and Brenham Junior High School. He is also involved as an Investment Advisor Representative with Petra Benefits Financial Services. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on technology-driven portfolio construction and access to multiple third-party money managers and managed-account solutions.

Dawn Vlier Bush is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. She joined the firm and its affiliates in 2025 and has prior experience at healthcare organizations spanning two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm’s approach includes holistic, goal-based planning on various financial topics, with options to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Chayden Tibbitts is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Prior to that, he worked at Brigham Young University. 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.

Parker Lobb is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity affiliates since 2015. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.