Kristina Reyes is a financial advisor at Stifel with 19 years of industry experience. She previously worked at Bank of America and Merrill from 2011 to 2023. Outside of her advisory role, she provides childcare services during church events at Faithbridge in Spring, Texas. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning.

William Gervasi is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Bryan Treadway is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Allianz Life Insurance Company of North America, Thornburg Securities Corp., and Invesco Distributors, Inc. He is based in Kingwood, TX. 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 programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Russell Kent is a CFP® professional with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has held previous roles at Wells Fargo Bank, J.P. Morgan Chase Bank, Jpmorgan Securities Inc., and Chase Investment Services Corp. Outside of his advisory work, he owns an aviation company, Delta Tango Aviation, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Erin Hosford is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience, including prior work at Navy Federal Credit Union. She is based in Houston, TX. 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 investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Ryan Ward is a financial advisor at Fidelity with a Series 66 designation. He has experience as a realtor and worked in real estate at Security American Realty for 13 years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Darren Bobley is a CFP® professional affiliated with Ameriprise who has 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Woodforest Financial Services, and he has been with Ameriprise in various capacities since 2020. Outside of advisory work, he holds a passive ownership stake in Ocrulus Inc., a company founded by a family member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning through a collaborative, research-driven approach.

Lawrence Goldstein is a financial advisor with LPL Financial based in Conroe, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at ESP Ultrasound LLC and Seitz, Demarco, & McGovern, PLLC. Outside of his advisory work, he is involved with Light Voyages LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms supported by both proprietary and third-party strategies.

Philip Barrington is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Apple, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Natalia Torres Decarlo is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and six years of industry experience. Her background includes roles at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of financial services, she is the owner and manager of TopNotch NTD Properties LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

John Taphorn serves as a Wealth Management Advisor and leads a team dedicated to providing financial advice and services to affluent families and successful business owners. With over 40 years of experience in the financial services industry, he focuses on complex planning needs and financial strategies tailored to high net worth investors and private business owners. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor℠ (CRPC), and Certified Divorce Financial Analyst® credentials. He earned his Bachelor's Degree in Economics from the State University of New York at Albany, and holds FINRA Series 7, 24, 53, 63, and 65 registrations. Outside of his professional work, John enjoys spending time restoring and racing vintage race and collectible cars. He is married and a father of two, with a family connection to his wealth management team through his son, Robert.

Lori Parr is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in The Woodlands, TX. Outside of her advisory role, she is Vice President of Circle P Country LLC, a family-owned property business in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending.

Brandon Goeke is a financial advisor with Thrivent Investment Management in Cypress, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is involved in ranch work related to cattle sales and serves as a spiritual director, providing confidential spiritual guidance grounded in biblical principles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing arrangement.

Andrew Mcalister is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at Cetera Advisors, Questar Asset Management, and Hebert Financial Services, where he also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and multiple platform options.

Marc Flamer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works collaboratively with clients to develop comprehensive financial plans, utilizing the expertise of his team and the resources available at Fidelity. Prior to his current role, Marc served as a Planning Consultant at Fidelity Investments from 2021 to 2023, a Relationship Manager at Fidelity from 2020 to 2021, and a Financial Advisor at Equitable Advisors from 2017 to 2020. Throughout his career, Marc has focused on providing valuable financial planning experiences to his clients. His approach involves leveraging team knowledge and company resources to tailor financial strategies that meet individual client needs. Outside of his professional work, Marc has interests in cars and football.

Stephen Hohl is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Hohl serves as a board member of the Tomball Hospital Association, participating in efforts to provide medical assistance to the local community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Jon Henderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Mass Mutual and its affiliates since 1979, including over four decades at MML Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a structured planning process that emphasizes collaborative client relationships and goal analysis.

Janet Perry is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing, along with a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

Jerry Franklin is a financial advisor at Morgan Stanley with 56 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting clients with comprehensive financial planning options.

Stanley Burton Jr. is a financial advisor with Edward Jones in Cypress, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 network of financial advisors and branch offices nationwide.