Paul Keehn is a Financial Advisor with Merrill Lynch Wealth Management. He takes a comprehensive approach to managing wealth by first understanding his clients, their families, financial situations, and priorities. Paul utilizes the investment insights and analytics of Merrill and Bank of America Global Research to assist clients in building, maintaining, and preserving their wealth. His professional focus centers on delivering excellent service and helping clients pursue and achieve their financial goals. Before entering the financial planning and wealth management industry, Paul held various executive-level positions at large companies throughout the United States. His career background emphasizes teamwork and designing processes to achieve desired client outcomes. Paul holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned a High School Diploma from Glenbard West High School and attended the University of Kentucky without earning a degree. Paul actively participates in community service through volunteering with organizations such as the Alzheimer's Association. He and his family have lived in The Woodlands, Texas, for over 25 years. His personal interests include biking, drawing/sketching, golfing, hiking, pickleball, reading, spending time with family, watching movies, and writing.

Sharon Campbell is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at several firms including UBS Financial Services, Wells Fargo Clearing, Raymond James & Associates, and MassMutual Life Insurance Co. She is currently based in Kingwood, TX. 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.

Richard Deyoung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, Banc of America Investment Services, UBS Financial Services, and earlier tenure with LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Felicia Cumby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide 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 under management and operates a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Laurie Clark is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. She has worked at Linsco/Private Ledger since 2002 and previously spent five years at Waddell & Reed. Clark is also involved in non-variable insurance activities, including assisting clients with establishing HSA accounts. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Riggs is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Riggs is president of Alphalytics Research, LLC, which publishes subscription-based macro-economic research for institutional and professional clients. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through various programs including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk assessment tools and multiple management options.

Geoffrey Lesuer is a CFP® and Series 66-licensed financial advisor affiliated with Wells Fargo Clearing, with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee and co-trustee for several family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Deane Hafling is a CFP®-certified financial advisor with over 22 years of industry experience. He is currently with Raymond James Financial in Houston, TX, where he has worked in various capacities since 2010, including roles at Saxon Financial Group and Edward Jones earlier in his career. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through multiple advisory programs and institutional consulting.

Sheryl Jimerson is a financial advisor with Cambridge Investment Research Advisors holding a PFS™ designation and a Series 63 license. She has one year of industry experience and has previously operated Jimerson Financial and Tax Advisory, LLC, as well as Jimerson Tax and Accounting, LLC. She also worked at Lone Star College for six years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a large network of Financial Professionals and multiple platforms.

Royal Lunsford III is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL and its predecessor Linsco/Private Ledger Corp. since 2007 and was previously employed at Thrivent Investment Management from 2004 to 2007. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, with advice delivered primarily through investment adviser representatives.

Janna Hurd is a financial advisor with Thrivent Investment Management in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing six years of industry experience. She previously worked at Alight Solutions from 2007 to 2019. Outside of her advisory role, she serves as a board member of the Houston Association of Panamanians and operates Journey with Janna, a business focused on leadership coaching, consulting, and mentoring with a faith-based approach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority.

Alicia Chourio is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Bank of America/Merrill Lynch, NY Life, and JPMorgan Chase Bank. 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’s advisory process combines quantitative and qualitative research with forward-looking market assumptions to build model asset allocations.

Alexander Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining J.P. Morgan, his career included roles at BBVA, Wells Fargo, and various staffing firms. Outside the financial industry, he was involved with G & H Trash Valet Inc for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs centralized due diligence combining quantitative and qualitative research to support its recommendations, which may include ESG considerations.

Andrew Konemann is a financial advisor at Merrill with Series 63 and Series 65 credentials. He joined Merrill in 2026 and has prior experience at Allied Wealth and several other firms since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Brandon Jezek is a Financial Advisor working as part of the Gross Team at Merrill Lynch Wealth Management. Based in The Woodlands, TX, he assists high-net-worth and ultra-high-net-worth individuals and families across the country. His work involves integrating investment management, legacy planning, and strategic coordination to help clients manage and preserve their wealth across generations. Jezek's expertise includes corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He emphasizes a personalized approach grounded in listening and stewardship to help clients make confident financial decisions. He holds a Bachelor's Degree, a Master's Degree, and a Master of Business Administration (MBA), all from DeVry University. Brandon Jezek holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, his personal interests include boxing, football, and reading.

Jordan Casillas Amador is a Planning Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with holistic financial planning. He is committed to delivering personalized guidance and developing long-term strategies that align with his clients' priorities. Jordan has progressed through various roles at Fidelity Investments, beginning as a Financial Representative in 2022, advancing to Relationship Manager in 2023, then Investment Consultant in 2024, before assuming his current position in 2025. This experience has provided him with a broad understanding of client relationship management and investment consulting. Outside of his professional responsibilities, Jordan enjoys board games, fitness, hiking, soccer, and volunteering.

Sterling Jones is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he held positions at Life Time, Advantage Indoor, and G&A Partners, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Jessica Jones is a CFP® and ChFC® with 25 years of industry experience, serving as a financial advisor at Edward Jones since 2000. She is based in The Woodlands, TX, and participates as a Finance Board Member for The Woodlands First United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 nationwide network of financial advisors and branch offices.

Richard Canlas is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2021 and previously spent four years with Voya Financial Advisors. In addition to his financial advisory career, Canlas has operated as an attorney since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment programs and third-party managers.

Amy Ryba is a Series 66 licensed financial advisor with Edward Jones in Spring, Texas, where she has worked since 2019. She has six years of industry experience, including six years prior to Edward Jones at Alief Independent School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates an extensive network of advisors and branch offices across the United States.