Leah Reno is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Donald Mitcham is a CFP® and ChFC® with 41 years of experience in financial planning and advisory services. He has been with Cetera since 2025 and previously spent 28 years at Concourse Financial Group Securities Inc. He also leads Mitcham Advisors, LLC, where he manages operations and strategic planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

George Musselman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Charles Schwab and HFG Wealth Management. Musselman also serves as treasurer and board member of 3in1 Mechanical Ministries, a nonprofit that provides donated and repaired vehicles to individuals in need. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

William Berry Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of advisory work, he is an insurance agent focusing on Medicare-related solutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA Employer Advisory services.

Stephen Burchett is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Circle Oaks Farm, a property used for cattle grazing and hay cutting leases under an agricultural exemption. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research-driven recommendations, tax-efficient strategies, and algorithmic automation to support client income planning within a broad range of advisory, brokerage, and insurance solutions.

Jose Rincon Gallardo Romo is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with UBS Financial Services since 2013, based in The Woodlands, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Rodrigo Collada is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at CITIGROUP from 2016 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. 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.

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.

Miguel Facundo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and J.P. Morgan entities. Outside of finance, he was involved with AAA Woodworks from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Coty Dolan is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Dolan worked in various roles including positions at Equitable Financial Life Insurance and Keller Williams. 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’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

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.

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.

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.

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.