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 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

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, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, and Well Lived Wealth, LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research with a forward-looking approach to capital markets, supporting clients who retain final decision-making authority.

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 at several firms, including Kestra Investment Services, MassMutual, and Concourse Financial Group Securities. She also operates Perkins Financial, an investment and financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform offering various portfolio management and consulting services. The firm supports over 10,000 advisors and manages 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.