Korey Wilridge is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes two years at Edward Jones before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process, and serves multiple registered investment companies and intermediary platforms.

Rachel Clark is a Certified Financial Planner® (CFP®) with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Jaguar Fueling Services, LLC for four years. 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 investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Edwin Nieto is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in soccer coaching in Willis, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Phillip Flores is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Hull is a CFP® with 11 years of experience in financial advisory. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 10 years at Edward Jones. Outside of his advisory role, he is the owner and operator of Hull Family Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor recommendations and supports municipal and public-finance work, along with offering specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

James Allen is a financial advisor with Edward Jones in Montgomery, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2001. 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 solutions supported by a large national network of advisors and branch offices.

Regan Henry is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2018. Prior to that, he was self-employed for four years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Arnold is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served 14 years in the United States Coast Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Steven Wohlschlaeger is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 17 years. His other business activities include a role as an associate at Woodforest Wealth in Conroe, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network.

Heather Smith is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial and Kestra Financial Services. Outside of her advisory role, she has operated a design business and currently works as a delivery driver for DoorDash outside of her trading hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed-account programs while keeping services distinct.

Tricia Carter Wood is a Series 66-credentialed financial advisor with 21 years of industry experience. She currently works at OSAIC and previously worked at FSC Securities Corporation and Rhodes Securities, Inc. Wood serves as a general board member of the Cameron ISD Scholarship Foundation, which awards scholarships to graduating seniors. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs various asset-allocation tools and offers access to multiple advisory platforms, third-party money managers, and managed-account solutions.

Christopher Jones is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Cetera Advisors LLC for six years before joining LPL Financial in 2019. Outside of his advisory work, Jones operates CJWM Financial LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Bryan Sullivan is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at ACV Auctions for six years and Chick-fil-A for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches, offering a variety of investment strategies and affiliated capabilities under a fiduciary standard.

Gavin Raath is a financial advisor at Fidelity with 15 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2014 to 2022 before joining Fidelity in 2022. He holds a Series 66 designation. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its investment process.

Mary Rogers is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Oma Wilson is a Series 66-licensed financial advisor at Fidelity with seven years of industry experience. Before joining Fidelity, Wilson worked at Edward Jones and practiced law at the Law Office of Celeste Blackburn. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios.

Catherine Kuznicki is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as time spent as a homemaker and at The Little School of Keytone. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Wilkin Howard is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at DeliverIt, Klein ISD, PioneerRx, and Kroger Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations on a wide range of financial planning topics. The firm separates its planning services from managed accounts and does not serve as a portfolio manager for institutional clients.

Jon Winegrad is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and has 28 years of industry experience. His prior roles include positions at Cetera, Jackson National Life Distributors, and Columbia Bank. He is also involved with Columbia Wealth Advisors, a non-investment-related business based in Montgomery, Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jennifer Larkey is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Extraco Banks and First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.