Robert Maxwell III is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Maxwell serves on the Hedwig Village Pension Advisory Board, advising the city council on pension options for city employees. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Cheryl Peschke is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and with 36 years of industry experience. She has been with Raymond James for 15 years. Outside of her advisory role, she owns a personal farm where she leases land for cattle grazing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a broad range of portfolio management styles.

Susan Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in investment management. She works with high net worth individuals, families, foundations, endowments, and not-for-profit organizations to help them achieve their financial goals through personalized wealth management strategies. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Susan holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama and a Master’s degree in Finance from Virginia Commonwealth University. She has earned the Personal Investment Advisor (PIA) designation. Susan is skilled in investment management, asset allocation, portfolio management, stocks, bonds, and finance. In addition to her professional work, Susan values community involvement and volunteers with local organizations. Her personal interests include football, golfing, spending time with her family, and traveling. She is committed to working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Jeffrey Howell is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses. He has 27 years of industry experience, all with Edward Jones since 1998. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerred Crumley is a CFP® with 18 years of industry experience and has been with Robert W. Baird & Co. for 13 years. He is based in Houston - Memorial City, TX, and holds the Series 66 designation. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of investment programs, utilizing internal research and tools including artificial intelligence to support client advisory services.

Charles Sautter is a financial advisor at Edward Jones in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, LPL Financial, and John Hancock Advisers LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deborah Kerr is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with Primerica Advisors since 2016 and previously spent four years with the Katy Independent School District. Outside of advising, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Megan Gaskamp is a financial advisor at LPL Financial in Kingwood, TX, holding a Series 66 designation with 20 years of industry experience. She has worked at LPL Financial since 2006, with prior experience at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Gaskamp is also a notary public who provides document notarization for clients. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services business.

Neil Puskorius is a Senior Financial Advisor at Merrill Lynch Wealth Management, with 15 years of experience in the financial advising industry. He specializes in working with individual families and small businesses, focusing on building, preserving, and growing their wealth through investment and insurance solutions. He holds a Bachelor's Degree in Finance from Texas State University, graduating Cum Laude in 2010. Neil attained his FINRA registrations also in 2010 and earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2015. He also holds the Personal Investment Advisor (PIA) designation. Neil is based in north Houston, currently living in Tomball with his wife Maranda and their daughter Virginia. Outside of his professional work, he enjoys cooking, music, reading, and spending time with his family. He is also a fan of baseball, particularly the Houston Astros.

Kimberly Ferrin is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Carrie Short is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined Merrill Lynch in 2006 after graduating from Texas A&M University with a degree in Human Resource Development and Business. After eight years as a Client Associate, Carrie left the firm to spend more time with her family before returning in 2016 to serve as a Financial Advisor on the RG Group. In her current role, she acts as the team's relationship manager, working proactively with clients to build strong relationships and understand their financial needs and goals. Carrie holds the Personal Investment Advisor (PIA) designation and focuses on areas such as college education planning, family wealth management strategies, managing new wealth, and retirement income. She is a member of the professional organization Gamma Phi Beta and is involved in her community as the Vice President of the Parent Teacher Organization. Outside of her professional responsibilities, Carrie enjoys cooking, traveling, volunteering at her son's school, and spending time with her family. She and her husband Preston live in the Garden Oaks area with their 12-year-old son.

Nicole Stokes is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009. Stokes holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nicholas Hirstein is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities LLC provides consulting services to institutional clients, including corporations and foundations, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Kenzie Conway is a CFP® professional with 21 years of industry experience, currently associated with LPL Financial. She has previously worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., among other firms. Conway is based in Houston, TX. 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, model portfolio programs, and access to third-party asset management, supported by various institutional platforms.

Tijinekia Telford is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior experience includes roles with The Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. She is involved in commercial insurance sales through her own agency and plans to start notary services in 2024. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside a notable role in insurance and non-securities services.

Jenae Jordan is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years at the firm and one year of industry experience. Prior to joining Edward Jones, she worked with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Chappell is a financial professional affiliated with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, American United Life, OneAmerica Securities, and Metlife Securities. Since 2020, he has also been involved with Ensign Financial Partners and Ensign Partners, focusing on financial services and retirement planning for business owner clients. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with access to various investment models and managers, managing over $256 billion in assets through more than 10,000 advisors.

John Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and ESG eligibility processes.

Danielle Huang is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked for both Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Armstrong is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Armstrong worked at the University of Texas Southwestern Medical Center and the MD Anderson Cancer Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of approximately 23,701 financial advisors.