Andrew Simms is a financial advisor with Merrill in The Woodlands, Texas, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is a general partner and managing member of Woodlands Style House, a home staging and styling consultation business. 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 institutional accounts.

Jonathan Born is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Based in The Woodlands, TX, he provides financial planning services through his firm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial topics without implementation. The firm combines holistic, goal-based analyses with managed-account options under its WealthPlan program, while maintaining separate planning and portfolio management services.

Ryan Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with J.P. Morgan Securities since 2021 and has also worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Gordon Menard is a CFP® professional with 50 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held prior roles at USCA Asset Management, Hitherlane Partners, and Merrill. Menard is also an independent insurance agent and operates a sole proprietorship focused on insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organization clients, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a large network of financial professionals and provides access to both proprietary and third-party investment strategies.

Eugene Diamont II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Prudential Equity Group, LLC. 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 operates at a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Andrew Bladt is a financial advisor with Charles Schwab in The Woodlands, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and California Pizza Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering brokerage, custody, and advisory services in an integrated platform that combines non-discretionary advice with access to discretionary separately managed accounts.

Pedro Navarrete is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Lapp USA and IEWC. Outside of his advisory work, he is a distributor for health supplements with Isagenix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

John Rogers is a CFP® with 35 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, having joined the firm in 2024 after eight years at Wells Fargo Clearing and previous roles at Banc of America Investment Services and BBVA Compass Investment Solutions. He also owns and operates Rogers Wealth Management Group LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tailored recommendations supported by its research and planning tools, serving clients who meet specific net-worth criteria.

Glenn Presnell Jr. is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1979, also working at Bank of America since 2009. 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 institutional investors.

Dane Webb is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is a partner and officer at Lifetime Decoys, a business focused on retail and media partnerships. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Paul Marston is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of the team since May 2022. He co-founded the Marston, Puskorius and Associates group alongside his business partner Neil Puskorius and Wealth Management Client Associate Leticia Smith. Paul's professional focus includes education planning, family wealth management strategies, legacy planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Paul began his career in financial services in 1993 after graduating with a Bachelor of Arts in Management from the University of Phoenix while working full time at General Motors. He holds the ChFC4 and CLU4 designations from the American College, as well as the Personal Investment Advisor (PIA) credential. Paul has been working with his partner Neil Puskorius since 2010. Originally from Phoenix, Arizona, Paul has been married to his wife Denice for 33 years. They have two adult sons and one grandchild. Outside of his professional responsibilities, Paul enjoys activities such as biking, music, scuba diving, tennis, traveling, volleyball, and playing piano. He is involved in community work with Horses Help, an organization providing equine therapy for autistic children.

Patrick Hynes is currently the Market Leader at Fidelity Investments, where he leads a team of leaders, financial advisors, and support associates. His role involves providing clients with education and guidance to help them make more confident financial planning decisions. Patrick has been with Fidelity Investments since 1999, progressing through various roles including Vice President and Branch Leader, Assistant Branch Manager, Vice President and Financial Consultant, Insurance Wholesaler, Financial Consultant, Insurance Specialist, Investments Associate, and Internship-Operations Specialist. This extensive experience within the company spans over two decades and encompasses a broad range of financial services and leadership positions.

Megan Larkins is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and beginning her tenure with the firm in 2025. Her background includes experience with Baylor University and involvement with the Extreme Performing Arts Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Natalie Johnson is a financial advisor at Merrill with 15 years at the firm and 10 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she creates and sells digital and physical crafts on Etsy and is involved in a construction business called WC Decorative Concepts. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wendy Fernandez is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. She has been with Fidelity since 2016, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Credit Analyst at Prosperity Bank from 2014 to 2016, a Personal Banker at Wells Fargo from 2013 to 2014, and a Financial Representative at Northwestern Mutual from 2011 to 2013. Throughout her career, Wendy has focused on partnering with families to understand their financial and personal goals, aiming to build customized financial plans that fit unique needs. She prioritizes establishing strong and long-lasting relationships with clients and their families, emphasizing trust, reliability, and proficiency in her work.

Mitchell Murchison is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Comerica Bank, Hancock Whitney Bank, and Woodforest National Bank. Before his financial services career, he worked in the restaurant industry. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Griffin Randle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and has been in the financial services industry since 2009. Griffin focuses on providing clients with comprehensive wealth planning strategies, including portfolio analysis, asset allocation models, retirement planning analysis, and investment research. He holds a Bachelor's degree in Finance from the University of Denver and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Griffin is a member of the Chartered Financial Analyst Institute and the Certified Financial Planner Board of Standards, Inc. Raised in The Woodlands, Texas, Griffin enjoys golfing, skiing, and traveling.

Walter Hopkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at A. G. Edwards & Sons, Inc. 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 offers a range of brokerage and advisory solutions backed by extensive research and analytics, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Tope Ojofeitimi is the Vice President and Executive Planning Consultant at Fidelity Investments, where he collaborates with clients to help them utilize their corporate benefits and build customized financial plans tailored to their unique goals. He places importance on forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Tope has held several roles in the financial services industry, including Executive Planning Consultant and Financial Consultant at Fidelity Investments, Vice President positions at JP Morgan Chase and Merrill Lynch, as well as roles at Edward Jones, Prudential Investment Management Services, and Goldman Sachs & Co. His experience spans financial consulting, investment management, and retirement planning. He holds an insurance license in Arkansas and engages in family activities, parenthood, and volunteering in his personal time.

Matthew Bohli is a financial advisor with LPL Financial based in Kingwood, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Bohli Bros Lawncare and Powerwashing for four years. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.