John Taphorn serves as a Wealth Management Advisor and leads a team dedicated to providing financial advice and services to affluent families and successful business owners. With over 40 years of experience in the financial services industry, he focuses on complex planning needs and financial strategies tailored to high net worth investors and private business owners. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor℠ (CRPC), and Certified Divorce Financial Analyst® credentials. He earned his Bachelor's Degree in Economics from the State University of New York at Albany, and holds FINRA Series 7, 24, 53, 63, and 65 registrations. Outside of his professional work, John enjoys spending time restoring and racing vintage race and collectible cars. He is married and a father of two, with a family connection to his wealth management team through his son, Robert.

Lori Parr is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in The Woodlands, TX. Outside of her advisory role, she is Vice President of Circle P Country LLC, a family-owned property business in Conroe, TX. 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 solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending.

Brian Hartley is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Tri-Emerald Financial Group INC for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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.

Andrew Mcalister is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at Cetera Advisors, Questar Asset Management, and Hebert Financial Services, where he also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and multiple platform options.

Marc Flamer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works collaboratively with clients to develop comprehensive financial plans, utilizing the expertise of his team and the resources available at Fidelity. Prior to his current role, Marc served as a Planning Consultant at Fidelity Investments from 2021 to 2023, a Relationship Manager at Fidelity from 2020 to 2021, and a Financial Advisor at Equitable Advisors from 2017 to 2020. Throughout his career, Marc has focused on providing valuable financial planning experiences to his clients. His approach involves leveraging team knowledge and company resources to tailor financial strategies that meet individual client needs. Outside of his professional work, Marc has interests in cars and football.

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.

Jon Henderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Mass Mutual and its affiliates since 1979, including over four decades at MML Investors Services. Mass Mutual Investors Services 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 with a structured planning process that emphasizes collaborative client relationships and goal analysis.

Janet Perry is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing, along with a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

Jerry Franklin is a financial advisor at Morgan Stanley with 56 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting clients with comprehensive financial planning options.

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 CFP® professional with 13 years of industry experience, currently associated with LPL Financial since 2024. He previously worked at Edward Jones for 11 years. 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 a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies across various asset classes.

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 with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes roles at UBS Financial Services, Wells Fargo Investments, Banc of America Investment Services, and ongoing positions with JPMorgan Chase Bank and J.P. Morgan Securities. From 2015 to 2019, she was involved with Santaro Properties, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broad derivatives capabilities.

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 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Bank NA. 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. Its advisory process uses a combination of quantitative screens and qualitative research, incorporating an ESG framework and leveraging affiliates for implementation and portfolio services.

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 with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at Sigma Financial Corporation, SPC, and Edward Jones. Outside of her advisory work, she is a business owner of Gaas Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Patrick Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of experience in the industry. He has worked at LPL Financial since 2009 and previously spent five years at Ameriprise. Kelly is also involved in a non-variable insurance business focused on disability and long-term care coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.