Jenifer Thomas is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after 25 years at Oceaneering Space Systems. 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 supported by a large network of financial advisors and branch offices nationwide.

Logan Cheak is a Senior Financial Advisor at Merrill Lynch Wealth Management and a key member of The Cheak Group. Since joining the team in 2018 alongside his father, he has focused on assisting clients with personal retirement and college education planning, as well as developing wealth management strategies tailored to families and individuals. Logan supports The Cheak Group’s goals-based approach to financial planning, emphasizing customized strategies that address tax minimization, retirement income, estate considerations, and long-term care. A native Texan, Logan earned his Bachelor of Business Administration degree in Marketing from Texas Tech University in 2017. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the professional organization Lambda Chi Alpha. In addition to his professional work, Logan participates in community activities including involvement with the South Plains Food Bank. Outside of work, he enjoys playing golf and softball, drawing and painting, and following Houston and Texas Tech sports.

Christopher Steger is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 following a 13-year tenure with Angleton Independent School District. 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 through a large nationwide network of advisors and branch offices.

Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and has worked at Sagepoint Financial, Inc., Lincoln Financial Securities Corp, Woodbury Financial Services, Inc., OneAmerica Securities, Inc., and LPL Financial. Outside of his advisory work, he serves as president of the Dickinson Independent School District board and is involved in managing employee benefits through insurance agencies. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.

Gary Broughton is a financial advisor at Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior work includes nine years at Market Source before joining Primerica in 2020. Outside of advisory services, he is involved in the sale of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Antonio Coria is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes multiple roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, as well as a prior position at Southwest Airlines. Outside of his advisory role, he is a partner in a real estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research and includes ESG considerations within a broader derivatives and commodities capability.

Virginia Grosz is a Planning Consultant at Fidelity Investments, where she works to provide a comprehensive planning experience to help clients and their families create plans for retirement and beyond. She has been with Fidelity Investments since 2022, progressing from the role of Financial Representative to Relationship Manager, and currently serves as a Planning Consultant since 2023. Throughout her time at Fidelity Investments, Virginia has gained experience in client relationship management and financial planning. Her roles have involved working closely with clients to develop and implement financial strategies that align with their retirement goals. Further information regarding Virginia's education, credentials, personal interests, and community involvement has not been provided.

Paula Kingsbury is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 38 years of industry experience. She has worked extensively with Avantax and currently manages Kingsbury Business Services, LLC, where she provides tax preparation and management services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of investment program options and discretionary and non-discretionary portfolio management services.

Donald Burrows Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to Cetera, he worked for Hilltop Securities Inc. for 10 years and is involved in several business ventures including ownership of a family-operated pine plantation and management of a ranch in Timpson, TX. He also owns and consults for multiple businesses in consulting, tax preparation, and mineral interests. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services with access to both affiliated and third-party managers, supporting a wide range of program options and custodial arrangements.

Cristobal Moreno is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies tailored to each client's unique goals and circumstances. Moreno's expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, sports and entertainment, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from Baylor University. Outside of his professional role, Moreno enjoys various sports such as baseball, basketball, chess, football, pickleball, running, soccer, tennis, as well as spending time with his family and watching movies.

Ethan Sonnier is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of finance, he has experience in the food service industry, including a role at Juicy Crawfish. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies and is notable for its extensive retail advisor network and affiliated financial services.

Matthew Nelson is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with local individuals and their families to develop and implement comprehensive financial plans tailored to their unique circumstances and goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Matthew's professional experience includes positions at Wells Fargo as a Premier Banker from 2018 to 2021, and at JP Morgan Chase where he held the roles of Branch Manager, V.P. from 2015 to 2016 and Relationship Banker from 2011 to 2015. He holds an Arkansas Insurance License.

Lester Saathoff is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following six years at A. G. Edwards & Sons, Inc. prior to that. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions through a large network of financial advisors.

Gregory Lamm is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns a tax preparation business, Gregory A Lamm, PC, based in San Antonio, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

David Coney is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 designations and 24 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Chad Nichols is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Clarksons Platou Shipping Services USA. He serves as co-trustee and holds power of attorney roles for family members involving investment decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Nolan Ginsberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Allstate Insurance Company, Arkadios Wealth Advisors, Arkadios Capital, SAGEPOINT FINANCIAL, and The Oak Financial Group. 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 written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrea Schultz is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2013. Outside of her advisory role, she works as a beauty consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jack McGuff IV is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in League City, TX. He previously operated McGuff Financial Management for six years. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.