Heather Lunsford is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Community Resource Credit Union, CUSO Financial Services, PNC Investments, and BBVA in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Philip Barrington is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Apple, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Taphorn serves as a Wealth Management Advisor and leads a team dedicated to providing financial advice and services to affluent families and successful business owners. With over 40 years of experience in the financial services industry, he focuses on complex planning needs and financial strategies tailored to high net worth investors and private business owners. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor℠ (CRPC), and Certified Divorce Financial Analyst® credentials. He earned his Bachelor's Degree in Economics from the State University of New York at Albany, and holds FINRA Series 7, 24, 53, 63, and 65 registrations. Outside of his professional work, John enjoys spending time restoring and racing vintage race and collectible cars. He is married and a father of two, with a family connection to his wealth management team through his son, Robert.

Thomas Daniels is a financial advisor at Ameriprise with nine years of industry experience. He has been with Ameriprise since 2021 and had previous self-employed roles as well as a prior Ameriprise Financial position in 2017. Outside of finance, Daniels is involved in music as a guitar instructor and performer, recording and playing under various stage names. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice that integrate investment research with tax-aware withdrawal strategies, focusing on dependable income sources for clients nearing or in retirement.

Matthew Assunto is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and US Capital Advisors prior to joining Raymond James. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lisa Simon is a financial advisor at LPL Financial with Series 66 credentials. She has one year of industry experience and has previously been self-employed and worked at Lambda Center Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Goeke is a financial advisor with Thrivent Investment Management in Cypress, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is involved in ranch work related to cattle sales and serves as a spiritual director, providing confidential spiritual guidance grounded in biblical principles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing arrangement.

Stephen Hohl is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he serves as a board member of the Tomball Hospital Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Steven Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory role, he is a limited partner in a private company called Mash Family Partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to a broad range of in-house and third-party investment managers.

Stanley Burton Jr. is a financial advisor with Edward Jones in Cypress, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Robert Franklin is a CFP® professional with 13 years of industry experience, currently associated with LPL Financial since 2024. He previously worked at Edward Jones for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies across various asset classes.

Julio Verduzco is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant and Central Relationship Manager before his current position. Prior to joining Fidelity, Julio worked at Charles Schwab as an Active Trader Specialist and Financial Services Representative from 2018 to 2020. His professional experience spans various aspects of financial services, focusing on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Latafath Hussain is a financial advisor with Cetera in Houston, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her career includes roles at MassMutual, MetLife Securities, and her own firm, Latafath Hussain Financial Services, LLC. Outside of financial services, she is involved in agricultural activities through Zabie's Farm, where she helps supervise vegetable growing and livestock care. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Hannah Bishop is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Her prior work includes roles in communications, aesthetics, and entrepreneurship. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

John Markle is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he serves as a basketball game referee for the Katy Independent School District in Katy, TX. Raymond James & Associates is a large brokerage and SEC-registered investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Brian Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined the firm in 2023. His prior roles include six years at Raymond James Financial Services Advisors and five years at Christ Taylor Insurance. Anderson serves on the Board of Directors for the Caring Aggies Mentoring Program, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing tailored strategies implemented through a mix of in-house and third-party investment managers.

Donald Quintero is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His career includes roles at Primerica Financial Services, PFS Investments Inc., Hilcorp Energy Company, and Fieldwood Energy. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies from third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Melissa Poppell is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. She has worked with Edward Jones and maintains ongoing engagements with SPC and Sigma Financial Corporation. Outside of her advisory roles, she is a business owner of Gaas Enterprises, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Erol Ertumen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked at Bank of America for 16 years and has held his current position since 2026. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gina Jaimes Castro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has worked at Merrill since 2021 and previously held positions at Bank of America, Wells Fargo, and other organizations. Outside of her advisory role, she is the owner and managing member of a remodeling and construction company based in Austin, Texas. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party teams.