Keaton Swayze is a financial advisor at Fidelity with Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Fidelity Investments since 2013 and is currently affiliated with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Vivica Herrell is a financial advisor with Merrill based in Tomball, TX. She holds a Series 66 credential and has been in the industry since 2026. Her prior experience includes roles at Bank of America and JPMorgan Chase Bank. 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 a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Donald Gonzales is a Series 66-licensed financial advisor with J.P. Morgan Securities in Cypress, TX, and has seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Bank since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank dating back to 2002. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Scannell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2009, progressing through various positions including Financial Consultant from 2012 to 2019 and Investment Solutions Representative from 2009 to 2011. Nicholas focuses on helping clients work towards their financial goals, aligning his business approach and values with customer needs. Throughout his career at Fidelity Investments, Nicholas has developed expertise in financial consulting, providing investment solutions and guidance to clients. His professional experience spans over a decade within the financial services industry, centering on client-focused financial planning and investment strategies.

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 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and acts as a commodity pool operator registered with the CFTC.

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.

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.