Jonathan Born is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Based in The Woodlands, TX, he provides financial planning services through his firm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial topics without implementation. The firm combines holistic, goal-based analyses with managed-account options under its WealthPlan program, while maintaining separate planning and portfolio management services.

Ryan Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Gordon Menard is a CFP® with 50 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. In addition to his advisory role, he operates an independent insurance agency and owns Synergy Wealth Management as a sole proprietor. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management approaches and custody arrangements.

Conner Halstead is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Legacy Preparatory Christian Academy and was involved with Conroe Church of Christ for over a decade. Outside of his advisory role, he is affiliated with the Level Up and Live Mastermind in Conroe, TX. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers additional capabilities such as trust services, securities-based lending, and tax-efficient portfolio management.

Eugene Diamont II is a financial advisor with Wells Fargo Clearing in Tomball, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Rogers is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He has held prior roles within the Wells Fargo organization, including positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he owns and operates Rogers Wealth Management Group LLC in Kingwood, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and planning tools to develop tailored recommendations.

Trent Harris II is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2016. He is based in Conroe, TX. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Glenn Presnell Jr. is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1979, also working at Bank of America since 2009. Merrill, together 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 institutional investors.

Dane Webb is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is a partner and officer at Lifetime Decoys, a business focused on retail and media partnerships. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Patrick Hynes is currently the Market Leader at Fidelity Investments, where he leads a team of leaders, financial advisors, and support associates. His role involves providing clients with education and guidance to help them make more confident financial planning decisions. Patrick has been with Fidelity Investments since 1999, progressing through various roles including Vice President and Branch Leader, Assistant Branch Manager, Vice President and Financial Consultant, Insurance Wholesaler, Financial Consultant, Insurance Specialist, Investments Associate, and Internship-Operations Specialist. This extensive experience within the company spans over two decades and encompasses a broad range of financial services and leadership positions.

Ligia Aguilar Bueso is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked concurrently at Merrill and Bank of America since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Larkins is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and beginning her tenure with the firm in 2025. Her background includes experience with Baylor University and involvement with the Extreme Performing Arts Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Natalie Johnson is a financial advisor with Merrill in Conroe, TX, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she is involved in creating and selling crafts and digital templates on Etsy and participates in a construction-related business called WC Decorative Concepts. Merrill, together 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 individual and institutional clients.

Mitchell Murchison is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Comerica Bank, Hancock Whitney Bank, and Woodforest National Bank. Outside of finance, he was involved with Brothers Pizza for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and due diligence on alternative investments.

Griffin Randle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and has been in the financial services industry since 2009. Griffin focuses on providing clients with comprehensive wealth planning strategies, including portfolio analysis, asset allocation models, retirement planning analysis, and investment research. He holds a Bachelor's degree in Finance from the University of Denver and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Griffin is a member of the Chartered Financial Analyst Institute and the Certified Financial Planner Board of Standards, Inc. Raised in The Woodlands, Texas, Griffin enjoys golfing, skiing, and traveling.

Walter Hopkins Jr. is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Tope Ojofeitimi is the Vice President and Executive Planning Consultant at Fidelity Investments, where he collaborates with clients to help them utilize their corporate benefits and build customized financial plans tailored to their unique goals. He places importance on forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Tope has held several roles in the financial services industry, including Executive Planning Consultant and Financial Consultant at Fidelity Investments, Vice President positions at JP Morgan Chase and Merrill Lynch, as well as roles at Edward Jones, Prudential Investment Management Services, and Goldman Sachs & Co. His experience spans financial consulting, investment management, and retirement planning. He holds an insurance license in Arkansas and engages in family activities, parenthood, and volunteering in his personal time.

Matthew Bohli is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial since 2026 and has prior experience working in lawn care and power washing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven investment solutions.

W Lee Bull, CFP, is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anthony Couch is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and third-party research to support diversified investment strategies.