Paul Keehn is a Financial Advisor with Merrill Lynch Wealth Management. He takes a comprehensive approach to managing wealth by first understanding his clients, their families, financial situations, and priorities. Paul utilizes the investment insights and analytics of Merrill and Bank of America Global Research to assist clients in building, maintaining, and preserving their wealth. His professional focus centers on delivering excellent service and helping clients pursue and achieve their financial goals. Before entering the financial planning and wealth management industry, Paul held various executive-level positions at large companies throughout the United States. His career background emphasizes teamwork and designing processes to achieve desired client outcomes. Paul holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned a High School Diploma from Glenbard West High School and attended the University of Kentucky without earning a degree. Paul actively participates in community service through volunteering with organizations such as the Alzheimer's Association. He and his family have lived in The Woodlands, Texas, for over 25 years. His personal interests include biking, drawing/sketching, golfing, hiking, pickleball, reading, spending time with family, watching movies, and writing.

Sharon Campbell is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors, MML Investors Services LLC, MassMutual Life Insurance Co, Raymond James & Associates, and Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Coty Dolan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career background includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and real estate-related positions. Prior to his financial services career, he served in the United States Navy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Deyoung Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Merrill, Banc of America Investment Services, and UBS Financial Services. 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, third-party asset management access, and institutional platforms.

Felicia Cumby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide 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 under management and operates a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Laurie Clark is a financial advisor with LPL Financial in The Woodlands, TX, holding the CFP® and Series 63 credentials. She has 28 years of industry experience, including five years at Waddell & Reed and over two decades with Linsco/Private Ledger. Clark also assists clients with establishing Health Savings Accounts and operates a related business under Woodlands Wealth Builders. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and advanced advisor tools.

Christopher Riggs is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years. He is also president of Alphalytics Research, LLC, which publishes subscription-based macro-economic research for institutional and professional clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple platforms, third-party money managers, and a variety of investment options.

Geoffrey Lesuer is a CFP® with 10 years of experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2015 to 2016. Outside of his advisory role, he serves as a trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Deane Hafling is a CFP® professional with 22 years of industry experience, currently with Raymond James Financial in Houston, TX. His prior work includes roles at Edward Jones and Saxon Financial Group. 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 offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through an affiliated municipal advisor.

Royal Lunsford III is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL and its predecessor Linsco/Private Ledger Corp. since 2007 and was previously employed at Thrivent Investment Management from 2004 to 2007. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, with advice delivered primarily through investment adviser representatives.

Janna Hurd is a financial advisor with Thrivent Investment Management in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing six years of industry experience. She previously worked at Alight Solutions from 2007 to 2019. Outside of her advisory role, she serves as a board member of the Houston Association of Panamanians and operates Journey with Janna, a business focused on leadership coaching, consulting, and mentoring with a faith-based approach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority.

Alexander Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Wells Fargo, BBVA, and staffing firms such as Coworx Staffing and Randstad. Outside of finance, he was involved with G & H Trash Valet Inc for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Konemann is a financial advisor at Merrill with Series 63 and Series 65 credentials. He joined Merrill in 2026 and has prior experience at Allied Wealth and several other firms since 2019. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Brandon Jezek is a Financial Advisor working as part of the Gross Team at Merrill Lynch Wealth Management. Based in The Woodlands, TX, he assists high-net-worth and ultra-high-net-worth individuals and families across the country. His work involves integrating investment management, legacy planning, and strategic coordination to help clients manage and preserve their wealth across generations. Jezek's expertise includes corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He emphasizes a personalized approach grounded in listening and stewardship to help clients make confident financial decisions. He holds a Bachelor's Degree, a Master's Degree, and a Master of Business Administration (MBA), all from DeVry University. Brandon Jezek holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, his personal interests include boxing, football, and reading.

Jordan Casillas Amador is a Planning Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with holistic financial planning. He is committed to delivering personalized guidance and developing long-term strategies that align with his clients' priorities. Jordan has progressed through various roles at Fidelity Investments, beginning as a Financial Representative in 2022, advancing to Relationship Manager in 2023, then Investment Consultant in 2024, before assuming his current position in 2025. This experience has provided him with a broad understanding of client relationship management and investment consulting. Outside of his professional responsibilities, Jordan enjoys board games, fitness, hiking, soccer, and volunteering.

Sterling Jones is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he held positions at Life Time, Advantage Indoor, and G&A Partners, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Jessica Jones is a CFP® and ChFC® with 25 years of industry experience, serving as a financial advisor at Edward Jones since 2000. She is based in The Woodlands, TX, and participates as a Finance Board Member for The Woodlands First United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 nationwide network of financial advisors and branch offices.

Richard Canlas is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2021 and previously spent four years with Voya Financial Advisors. In addition to his financial advisory career, Canlas has operated as an attorney since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment programs and third-party managers.

Amy Ryba is a Series 66 licensed financial advisor with Edward Jones in Spring, Texas, where she has worked since 2019. She has six years of industry experience, including six years prior to Edward Jones at Alief Independent School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates an extensive network of advisors and branch offices across the United States.

Charles Grossman is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Karsten Interior Services and Specs Liquor before rejoining Edward Jones in 2022. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.