Moses Francis Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank and JP Morgan Securities LLC. He also has experience with God's House Of Praise Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS‑qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi‑manager and fund‑of‑funds structures and delivers model portfolios to intermediary platforms.

J. Shane Gentry is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Assetmark Financial, Inc. and Assetmark Brokerage, LLC for nine years. Gentry is also involved in wealth management through his ownership of Edge Wealth Management, LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth investors and charitable organizations, providing integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs advanced asset-allocation tools and offers portfolios that include a variety of investment vehicles managed on both discretionary and non-discretionary bases.

Waddy Hammond is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Hammond oversees the Kathleen Sorrentino Special Needs Trust, managing expenses and deposits related to the care of the beneficiary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-driven asset allocations tailored to clients’ goals and risk tolerances.

Keaton Swayze is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity and its affiliated firms since 2011, as well as with Wells Fargo Investments and Chase Investment Services earlier in his career. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Joseph Simons is a CFP®-designated financial advisor with eight years of industry experience, currently practicing at Charles Schwab in The Woodlands, TX. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Key Investment Services, KeyBank, and JP Morgan Securities LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a blend of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment process.

Zachary Pyles is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Brandewie is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Boston is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 license and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Skelly is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Garth Hentges is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Mark Thornberry is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Christie Hayden is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and TIAA-CREF. Outside of her advisory role, Christie works as an independent contractor providing dog walking and pet sitting services. Fidelity’s Strategic Advisers LLC, where Christie is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Luke Smith is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes positions at JPMorgan Chase Bank, Equitable Advisors, and AXA Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Luke Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 27 years of experience providing financial advice and wealth management services to high net worth individuals and families. Luke specializes in family wealth management strategies, personal retirement planning, and philanthropic planning. He works closely with families to develop wealth management strategies tailored to their individual needs and goals. Luke holds the Certified Private Wealth Advisor® (CPWA®) designation, which is administered by the Investments & Wealth Institute™ and taught in conjunction with The University of Chicago Booth School of Business. He also holds the Personal Investment Advisor (PIA) designation. Luke earned a bachelor's degree in business administration and management from Texas A&M University. He resides in The Woodlands, Texas, with his wife and three children. Outside of work, Luke enjoys fishing, hiking, reading, and spending time with his family. He is involved with the Woodedge Community Church.

Madison Duxbury is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His career includes multiple tenures at Edward Jones, totaling 12 years, as well as four years at Invesco Advisers, Inc. 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 services, including discretionary and non-discretionary wrap fee strategies, 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 at several firms, including Kestra Investment Services, MassMutual, and Concourse Financial Group Securities. She also operates Perkins Financial, an investment and financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform offering various portfolio management and consulting services. The firm supports over 10,000 advisors and manages 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.