John Holmes III is a financial advisor at Osaic Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including FSC Securities Corporation, Wells Fargo Clearing, and Capital One Financial Advisors. Outside of his advisory role, Holmes serves as president of Taurus Wealth Advisors, an LLC through which he manages a financial management business, and is also licensed as an insurance agent. Osaic Wealth serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporate entities, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and flexible management options supported by technology and multiple custodial relationships.

Kaitlyn Fick is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America and Merrill since 2019, and previously was involved with Lonestar Banners/Cetane Media and Sweet Caroline & Co. from 2016 to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Thompson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Investments, LLC, and Wells Fargo Clearing since 2002. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Christopher Kohnhorst is a financial advisor with Edward Jones in Spring, TX. He holds the CFP® and Series 66 designations and has 15 years of industry experience. He has been with Edward Jones since 2010. 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 and investment solutions supported by a network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Brian Silver is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and seven years of industry experience. He previously worked at Avantax Advisory Services and Invesco, and he is also the CEO of Silver Accounting Group, LLC, a CPA firm he owns and operates. In addition to his advisory work, Silver manages his accounting and tax services business separately from his financial advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Brittney Aparicio is a financial advisor at Cetera with 2 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and the State of Texas Health & Human Services. In addition to her advisory role, she provides client service support at Strategic Financial Advisors and is a commissioned notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program options.

Micah Inman is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade and Charles Schwab. Outside of his advisory role, he is the sole owner of a rental real estate business. Fisher Investments serves a global clientele including institutional and high-net-worth individual investors, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee that combines quantitative and qualitative approaches to construct diversified portfolios and employs tax-aware and risk management strategies.

Craig Sims is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the managing member of Madi Bri, LLC, a real estate business based in Cypress, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sandra Bloem Curtis is a financial advisor at Edelman Financial Engines based in Spring, TX. She holds a Series 65 designation and has been with Edelman Financial Engines since 2023. Prior to her advisory role, she worked for ten years at William Marsh Rice University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Nicholas Honsberg is a financial advisor at Cetera with credentials including Series 63 and Series 65 and two years of industry experience. His prior work experience includes roles at TIP Group LLC, Fuller Financial LLC, and The Fitzpatrick Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

Jonathan Conner is a Series 66 licensed advisor with Merrill, based in Kingwood, TX, and has 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Merrill and Bank of America. Outside of his advisory role, he is an officer and meeting leader for a local business networking organization and serves on the advisory board of the Dayton Police Department. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tyler Gall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020 and prior experience at various country and field clubs. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

David Farrell is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services Inc., Lincoln Financial Securities Corporation, and Securities America Advisors. Farrell also engages in insurance sales as part of his professional activities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Mason Laidley is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Thomas Simutis is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Invesco and has held various roles at The University of Alabama. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angel Macias is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Wells Fargo and E*TRADE. Macias is based in Winter Garden, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Charles Fowler is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at CSE W-Industries, Inc. for five years and Weatherford for eight years. Outside of his advisory role, he is involved as an owner in a residential rental management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Javier Villacreses is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Andrew Kirwin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, MassMutual Life Insurance Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He receives residual income from insurance business placed during his previous employment. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, asset managers, and affiliated insurance and trust services.

Michael Degnan is a financial advisor with LPL Financial based in The Woodlands, TX. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2018, he has been affiliated with ZB N.A. DBA Amegy Bank since 2003. He is also a commissioned notary public in the state of Texas. 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 its network of over 22,800 advisors and managing more than $819 billion in discretionary assets.