Madison Duxbury is a CFP®, ChFC®, and Series 66-designated financial advisor with 15 years of industry experience. She has been with Edward Jones since 2016, totaling 10 years at the firm. 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 strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Jennifer Dillee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Cetera Wealth Services and Cetera since 2025 and operates under the dba Perkins Financial since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, serving over 10,000 advisors and managing more than $256 billion in assets.

Donald Giello is the sole advisor at DBG Capital Advisors, LLC, an independent registered investment adviser based in The Woodlands, TX. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at DBG Capital Advisors and Ameriprise Financial Services since 2008. DBG Capital Advisors provides portfolio management and advisory services primarily to a small, specialized client base. The firm operates as a single-advisor practice focused on closely managed accounts.

Trevor De Benon is a financial advisor at LifePlan Financial Services, LP with a Series 65 credential and one year of industry experience. Prior to joining LifePlan, he worked at Aerotek and was self-employed. He is also a managing member of DeBenon Insurance Services, LLC, which plans to become a licensed life insurance agency in Texas. LifePlan Financial Services provides investment supervisory services, financial planning, and third-party money manager selection to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and uses a combination of charting, fundamental, and technical analysis to implement investment strategies.

Charles Debenon Jr. is a financial advisor with LifePlan Financial Services, LP, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. He has been with LifePlan Financial Services since 2006 and is also involved in insurance services through DeBenon Insurance Services LLC, which plans to become a licensed Texas life insurance agency. Additionally, he manages a tax preparation business, Humble-Kingwood Business Services, LLC. LifePlan Financial Services provides investment supervisory services, financial planning, and selection of third-party money managers to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and employs a two-advisor team that builds individualized investment policy statements and uses a combination of charting, fundamental, and technical analysis to guide investment strategies.