Ryan Waller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His career includes roles at Principal Financial Services, Transamerica Corporation, and Fisher Investments prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Andrew Bladt is a financial advisor with Charles Schwab in The Woodlands, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and California Pizza Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering brokerage, custody, and advisory services in an integrated platform that combines non-discretionary advice with access to discretionary separately managed accounts.

Pedro Navarrete is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Lapp USA and IEWC. Outside of his advisory work, he is a distributor for health supplements with Isagenix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

John Rogers is a CFP® with 35 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, having joined the firm in 2024 after eight years at Wells Fargo Clearing and previous roles at Banc of America Investment Services and BBVA Compass Investment Solutions. He also owns and operates Rogers Wealth Management Group LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tailored recommendations supported by its research and planning tools, serving clients who meet specific net-worth criteria.

Kevin Baker is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he worked at Knights of Columbus and operated Optimize4U Consulting LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Paul Marston is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of the team since May 2022. He co-founded the Marston, Puskorius and Associates group alongside his business partner Neil Puskorius and Wealth Management Client Associate Leticia Smith. Paul's professional focus includes education planning, family wealth management strategies, legacy planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Paul began his career in financial services in 1993 after graduating with a Bachelor of Arts in Management from the University of Phoenix while working full time at General Motors. He holds the ChFC4 and CLU4 designations from the American College, as well as the Personal Investment Advisor (PIA) credential. Paul has been working with his partner Neil Puskorius since 2010. Originally from Phoenix, Arizona, Paul has been married to his wife Denice for 33 years. They have two adult sons and one grandchild. Outside of his professional responsibilities, Paul enjoys activities such as biking, music, scuba diving, tennis, traveling, volleyball, and playing piano. He is involved in community work with Horses Help, an organization providing equine therapy for autistic children.

Patrick Hynes is currently the Market Leader at Fidelity Investments, where he leads a team of leaders, financial advisors, and support associates. His role involves providing clients with education and guidance to help them make more confident financial planning decisions. Patrick has been with Fidelity Investments since 1999, progressing through various roles including Vice President and Branch Leader, Assistant Branch Manager, Vice President and Financial Consultant, Insurance Wholesaler, Financial Consultant, Insurance Specialist, Investments Associate, and Internship-Operations Specialist. This extensive experience within the company spans over two decades and encompasses a broad range of financial services and leadership positions.

David Carter is a Series 66 licensed financial advisor with Edward Jones in Cypress, TX, where he has worked since 2011. He has 15 years of experience in the financial industry. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Larkins is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and beginning her tenure with the firm in 2025. Her background includes experience with Baylor University and involvement with the Extreme Performing Arts Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Wendy Fernandez is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. She has been with Fidelity since 2016, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Credit Analyst at Prosperity Bank from 2014 to 2016, a Personal Banker at Wells Fargo from 2013 to 2014, and a Financial Representative at Northwestern Mutual from 2011 to 2013. Throughout her career, Wendy has focused on partnering with families to understand their financial and personal goals, aiming to build customized financial plans that fit unique needs. She prioritizes establishing strong and long-lasting relationships with clients and their families, emphasizing trust, reliability, and proficiency in her work.

Mitchell Murchison is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Comerica Bank, Hancock Whitney Bank, and Woodforest National Bank. Before his financial services career, he worked in the restaurant industry. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Griffin Randle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and has been in the financial services industry since 2009. Griffin focuses on providing clients with comprehensive wealth planning strategies, including portfolio analysis, asset allocation models, retirement planning analysis, and investment research. He holds a Bachelor's degree in Finance from the University of Denver and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Griffin is a member of the Chartered Financial Analyst Institute and the Certified Financial Planner Board of Standards, Inc. Raised in The Woodlands, Texas, Griffin enjoys golfing, skiing, and traveling.

Tope Ojofeitimi is the Vice President and Executive Planning Consultant at Fidelity Investments, where he collaborates with clients to help them utilize their corporate benefits and build customized financial plans tailored to their unique goals. He places importance on forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Tope has held several roles in the financial services industry, including Executive Planning Consultant and Financial Consultant at Fidelity Investments, Vice President positions at JP Morgan Chase and Merrill Lynch, as well as roles at Edward Jones, Prudential Investment Management Services, and Goldman Sachs & Co. His experience spans financial consulting, investment management, and retirement planning. He holds an insurance license in Arkansas and engages in family activities, parenthood, and volunteering in his personal time.

Christopher Hassold is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and nine years of industry experience. He worked at Pruco Securities, LLC for seven years before joining LPL Enterprise in 2024. Prior to his financial services career, he was employed at Stephen F. Austin State University for five years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and trustee services through affiliated entities.

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.

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.

David Forsyth is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in recreational sports at Texas A&M and has held positions in education and hospitality. 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, and institutional platforms, supported by extensive technology and operational resources.

Jessica Scott is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2023. Prior to that, she was affiliated with Sagepoint Financial, Inc. and Pre-emptive Financial Services, where she also has an administrative role. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.