Brendan Martin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he worked at Conroe Independent School District and Baylor University. He is also involved in a support role at Woodforest Wealth in Tomball, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Sebastian Marti is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include five years with TIAA-CREF before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with discretionary and non-discretionary program options.

Lydia Armelin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of her advisory role, she was involved with TAV Houston Volleyball from 2022 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Vincent Sentmore is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at StaffDNA, Healthtronics, Hospitality Health ER, and Eastex Telephone. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Hill is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. UBS combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Robb Scott serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping high net-worth individuals and families develop personalized wealth management strategies aimed at achieving their long-term financial goals. Robb leverages the investment resources of Merrill and the banking solutions of Bank of America to create flexible strategies that address the diverse components of clients’ financial lives. Robb's expertise includes wealth management planning, portfolio management for businesses, institutional clients, individuals, and small businesses. His advisory services cover areas such as college education planning, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robb earned his High School Diploma from Katy High School. Outside of his professional responsibilities, he participates in community volunteer activities and enjoys a variety of personal interests including biking, boating, hunting, music, scuba diving, skiing, swimming, traveling, watching movies, and spending time with his family.

Shelby Stark is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Shelby's background includes various roles in theatre production and touring companies. Outside of financial advising, Shelby serves as an adjudicator for Houston area high school theatre productions with Theatre Under the Stars. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Adam Stovall is a Senior Resident Director and Wealth Management Advisor with Merrill, where he has served for over 24 years. In his role, he assists clients in building wealth management strategies tailored to their individual needs, focusing on areas such as college education planning, family wealth management, legacy planning, personal retirement planning, special needs planning, tax minimization, and retirement income. Adam approaches wealth management by listening carefully and helping clients make informed decisions. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Adam earned a Bachelor's Degree from Sam Houston State University (SHSU). His professional involvement includes membership in the FFA Future Farms of America. Adam is committed to community participation, reflecting the Merrill tradition of service. He enjoys outdoor activities such as biking, boating, camping, cooking, fishing, football, golfing, hiking, hunting, and music. He prioritizes building strong relationships with his clients, striving to make them feel like family.

Peter Flood is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support its financial advisors.

Lance Thompson is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thompson serves as a board member of St. Mark Houston church and is on the Board of Regents for Concordia University Texas. He also owns a timber farm in Trinity, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning on various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Robert White is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 63 designation and over 38 years of industry experience. He has worked at LPL Financial since 2000 and previously spent five years with Intrua Financial. Outside of his advisory role, White is a licensed notary public in Texas and is involved in tax preparation and accounting through a related tax services business. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and various institutional platforms.

Jennifer Paredes Canales is a Series 66 licensed financial advisor with Merrill in Katy, Texas, with seven years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2007. 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.

Paul Koerner is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he co-owns Tres Amiri LLC, a specialty food business, and manages general office operations for Katy Freeway Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joseph Solano is a Financial Consultant who collaborates with clients to help advance their financial goals by employing efficient investment and planning strategies. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Associate Wealth Management Advisor at Century Oak Private Wealth from 2021 to 2024, Financial Representative at Fidelity Investments from 2020 to 2021, and Financial Advisor at Northwestern Mutual from 2018 to 2020. Joseph's career reflects a breadth of experience in investment consultation and wealth management. Outside of his professional work, Joseph has interests in fitness, social events with friends, music, pets, and reading.

Peter Goudeau III is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Ameriprise, Oak Bridge Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Canfield is a financial advisor at Edward Jones in Houston, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. He is a partner in Canfield Partners LLC and Canfield Krampitz Partners, LLC, both partnerships established to fund passive investment opportunities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Garrett Frazier is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Fund Services Group and completed his education at the University of Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Yasir Manzoor is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary strategies.

Alvaro Soto is a financial advisor at Edward Jones in Houston, TX, with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill Lynch/BOA, JPMorgan Chase Bank, N.A., Bank of America, and AT&T. Alvaro’s outside activities include assisting his wife with an ebook business and an Amazon affiliate program related to baby products. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of advisors and branches. 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.

Robert Gardner III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding CFP® and ChFC® designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he serves as a co-independent executor and co-trustee for his father's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.