Megan Larsen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in education for eight years at Katy ISD and Galena Park ISD. Outside of finance, Larsen owns and operates Megan Larsen Photography, where she manages and delivers photographic services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Brandy Suchecki is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. In this role, she partners with clients to co-create financial plans aimed at reducing uncertainty and building confidence in their financial futures. Brandy's professional experience includes roles as a Registered Customer Service Associate at UBS Financial Services Inc. from 2014 to 2021, and as Director of Operations at Integrated Benefits Solutions, Inc. from 2004 to 2014. Outside of her professional work, Brandy's personal interests include board games, cooking and baking, hiking, painting, photography, and reading.

Carmen Stanford is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2007. She has been with Fidelity since 2000, starting as a Financial Consultant before her current position. Prior to joining Fidelity, Carmen worked as a Financial Planner at Ameriprise from 1997 to 2000. With over 20 years of experience in financial planning, Carmen focuses on creating comprehensive financial plans tailored to her clients' needs. She emphasizes understanding her clients' objectives and developing strategies designed to be effective both now and in the future. She holds an Arkansas Insurance License. Outside of her professional activities, Carmen's personal interests include family activities, fitness, lake-related activities, skiing, and traveling.

Lauryn Reinoso is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2010 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services that include planning through both direct individual relationships and corporate financial planning agreements.

Aleksey Reznikov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley, and Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Burdette is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. She holds Series 63 and Series 65 licenses and is based in Sugar Land, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jonathan Cheatham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with various divisions of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm delivers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Laurie Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Missouri City, TX, and has four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill, Bank of America, Grand Canyon University, and Ascena Retail Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Clinton Sepolio is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and over 28 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as treasurer for the Heights-Reagan High School Band Booster Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Kevin Hanath is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years with Right at Home in Brenham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Joanne Wang is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and previously spent over two decades at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she is involved in managing several rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Robert Bauer is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with UBS Financial Services since 2017 following ten years spent as a student. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Brendan Neal is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Fidelity Investments and previously worked at LPL Financial. Strategic Advisers LLC, a Fidelity Investments company, offers 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 research-driven, quantitative investment process that incorporates algorithmic portfolio construction and manages model portfolios using mutual funds, ETFs, and ETPs.

Jeffrey Keown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior experience includes over two decades at Ameriprise Financial Services, Inc., followed by five years with Ameriprise. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Atkinson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Baird since 2013. Outside of his advisory role, he is involved as an owner/member in LLCs related to racehorse investment and rental property. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a blend of manager-traded and model-traded strategies along with tax management and direct indexing.

Stephanie Eng is a financial advisor at Osaic with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Securities Corporation for 10 years before joining Osaic in 2025. She also serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Benjamin Deist is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Edward Jones, Gracesoft, and Primerica Financial Services. Outside of advisory work, he is involved in debt consulting and media ventures through entities such as Compounding Faith Financial and Compounding Faith Media. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services supported by research, model portfolios, and advanced technology solutions.

Mario Lopez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill in 2011, he has formed The Lopez Team alongside his father, Fernando Lopez, continuing a family legacy in wealth management that began in 1987. Mario specializes in comprehensive wealth planning, tailored business transition and exit strategies, cross-border financial solutions, and tax-efficient investment strategies, serving business owners and families both in the United States and internationally. He holds a Bachelor's degree from the University of Arizona and has earned multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS™), and Certified Exit Planning Advisor (CEPA®). His expertise focuses on family wealth management strategies, international wealth management, legacy planning, personal retirement planning, portfolio management, values-based investing, and tax minimization. Fluent in English, Spanish, French, Portuguese, and Italian, Mario brings a global perspective to his client relationships. Outside of his professional role, he enjoys time with his wife and two children, and pursues a variety of interests including Brazilian Jiu-Jitsu, in which he holds a black belt with more than 18 years of training, chess, tennis, rock climbing, music, and travel. In 2024, he was selected to serve on Merrill’s Next Generation Leadership Council.

Samuel Ayers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique ambitions and financial goals. Ayers specializes in helping clients plan for significant life events, such as funding their children’s educations, preparing for retirement, and managing potential healthcare costs. He works closely with clients to develop personalized strategies aimed at achieving long-term family objectives, emphasizing simplicity and transparency throughout the wealth planning process. He holds a Bachelor’s Degree from Texas A and maintains the Personal Investment Advisor (PIA) professional designation. As a Merrill advisor, his approach centers on integrating all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.