Alexander Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Wells Fargo, BBVA, and staffing firms such as Coworx Staffing and Randstad. Outside of finance, he was involved with G & H Trash Valet Inc for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Chandra Burns is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Northwestern Mutual Investment Management, Raymond James & Associates, and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice through a centralized service team.

Samuel Jordan is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Packaging Corporation of America for eight years before transitioning into his current role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Cameron Heathcott is a CFP® professional with 21 years of industry experience, all with Edward Jones since 2005. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is a limited partner investor in a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Keaton Uresti is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Tyler Wesseler is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to develop comprehensive and tailored wealth plans aimed at achieving both short- and long-term financial goals. He emphasizes building strong, trusted relationships by understanding the priorities of clients and their families. Tyler has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2025. His experience spans multiple facets of wealth management and client relationship development. Outside of his professional responsibilities, Tyler has interests in food, outdoor adventures, and table tennis.

Lloyd Hecard Jr. is a financial advisor with Primerica Advisors in Kingwood, TX, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in non-investment business ventures including co-ownership of a restaurant through Hecard Ventures, LLC, and ownership of Roux Design Group, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Djuro Majstorovic is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Agia for three years and Valic Financial Advisors Inc. for ten years. Outside of his advisory role, he is a business owner of Thrive Woodlands, LLC, a non-investment-related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from LPL Research and third-party subadvisors.

Mark Digiovanni is a CFP® professional with 32 years of industry experience, currently serving at Edelman Financial Engines. His prior experience includes roles at TIAA-CREF and Tiaa spanning over a decade. Outside of his advisory work, he owns and operates a short-term rental property through a private LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and is notable for its scale and multi-channel delivery model.

Hector Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with multiple market-facing registrations and functions.

Andrew Prucha is a Series 66-licensed financial advisor with Edward Jones in Kingwood, TX, holding two years of experience at the firm. Prior to joining Edward Jones, he served in the US Army and held various roles in transportation and security. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Ronna Mansfield is a Financial Advisor at Merrill Lynch Wealth Management, currently serving as a Registered Senior Wealth Management Client Associate with The Hickman Group. She joined Merrill in June 2004 and has worked with teams focused on serving high-net-worth individuals and their businesses. Since late 2013, she has been part of Tim Hickman’s practice, emphasizing personalized financial management services. Mansfield has experience serving clients across various locations, including downtown Houston, Sugar Land, and The Woodlands in Texas. She holds professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Her educational background includes a high school diploma from Westfield High School, attendance at Texas A&M University System without a degree conferred, and a bachelor's degree from the University of Houston System.

Shawn Pressley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Montgomery County Hospital District for five years. 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 programs, separately managed accounts, and affiliated mutual funds.

Carter Sherman is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Equitable Advisors, LLC, and has experience in various service and hospitality roles including at Pappadeaux Seafood Restaurant and Texas Ski Ranch. 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, and institutions.