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, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and seven years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Andrew Bladt is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab entities since 2020. Prior to that, his background includes positions in the food service and public works sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm delivers investment guidance using multi-asset model portfolios and offers both non-discretionary and discretionary options, supported by a centralized operational structure.

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 financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at Merrill with 15 years at the firm and 10 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she creates and sells digital and physical crafts on Etsy and is involved in a construction 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Murchison is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Comerica Bank, Hancock Whitney Bank, and Woodforest National Bank. Before his financial services career, he worked in the restaurant industry. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

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.

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 credential and 28 years of industry experience. His career includes roles at Questar Asset Management and Woodbury Financial Services, among others. Couch is also involved with Clear Financial Network, a business affiliated with his LPL practice. 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 and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Louis Davenio Jr. is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 designations and has 43 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm offers tailored investment recommendations supported by its research and planning tools, with services that include cash-flow, retirement, education, and niche planning areas such as business-owner transition and special-needs analysis.

Leticia Jennings is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 designations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Chefas is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a trustee and owns a holding company in Conroe, Texas. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.