Jason Petrie is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining Raymond James in 2025, he worked at Lincoln Financial Distributors for 12 years and has experience with BNY Mellon Securities Corporation. Outside of his advisory role, he serves as president of the board for Henry's Home Horse and Human Sanctuary, a nonprofit supporting veterans and retired first responders with PTSD. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Leslie Fitzgerald is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory work, she serves on the board of a nonprofit organization that provides grants to local Golden Retriever Rescue Organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based asset allocation.

Lindsey Redding is a financial advisor at Osaic with 20 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Securities America Advisors, PNC Investments, BBVA Securities, J.P. Morgan Securities, Chase Investment Services, Edward Jones, 1st Global Advisors, and LPL Financial. Redding is also involved in insurance sales through a separate business activity. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, and it supports discretionary and non-discretionary strategies, including third-party manager options.

Kristin Sanders is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as a board member and secretary for Brazoria County Municipal Utility District No. 63A and is involved with a family vitamin club through which she earns supplemental income. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools to deliver tailored, non-discretionary retirement advice primarily for clients holding assets in Ameriprise Managed 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.

William Richardson Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Avantax, Securities America, Investacorp, and multiple independent ventures such as Houston Retirement Guy Inc., Post Oak Capital Group LLC, and First Income Advisors. He is involved in entrepreneurial activities through these firms, which provide investment and consulting services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options through a multi-manager platform that supports discretionary and non-discretionary strategies and includes access to affiliated and third-party managers.

Giovanna Swisher is a CFP® with 24 years of industry experience, currently serving at Robert W. Baird & Co. since 2014. She teaches a community education class on Financial Planning for Women at Brazosport College and is an owner of Euchee Valley LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and related services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research supported by technology, including artificial intelligence, to deliver advisory solutions.

Michael McMahon is a financial advisor with LPL Financial in Cypress, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Sagepoint Financial, VWM Advisors, Next Financial Group, and Ameriprise. Outside of his advisory work, he maintains a licensed professional counselor (LPC) practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Ryan Waller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His career includes roles at Principal Financial Services, Transamerica Corporation, and Fisher Investments prior to joining Raymond James. 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 tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

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.

Kevin Baker is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he worked at Knights of Columbus and operated Optimize4U Consulting LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Tiffany Floyd is a financial advisor at RBC Capital Markets with 20 years of industry experience and holds a Series 66 designation. She has worked at RBC Capital Markets since 2008 and was previously with City National Bank. Outside of her advisory role, she serves on a committee for the Aphasia Center of West Texas, participating in fundraising efforts to support individuals affected by aphasia. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning solutions.

Christopher Corcoran is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. His prior work history includes tenures at Bank of America, Merrill, and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Porter is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His career includes roles at Mass Mutual Investors Services, Allstate Insurance Company, and operating his own tax and accounting firm, MD Porter, PLLC, where he serves as CPA and manager. He is also involved with Totus Wealth Management, serving as Director of Field Development, and holds an insurance agent license for fixed insurance products. Cetera operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients, offering a range of portfolio management and retirement services through a nationwide network of independent advisors. The firm provides various program options, including model portfolios, third-party managers, and bespoke strategies across multiple custodial relationships.

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.

Martin Melnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 1997. From 2013 to 2019, he was involved with 350 Tynebridge, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with an emphasis on forward-looking capital market assumptions and an ESG eligibility framework.

David Carter is a Series 66 licensed financial advisor with Edward Jones in Cypress, TX, where he has worked since 2011. He has 15 years of experience in the financial industry. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hannah Gowdy is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird during two separate periods, as well as at Tradewing, Inc., Qualia, and Main Street Hub. The DDK Group, where Gowdy works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and manager selection processes.

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.

Max Thedford is a financial advisor with Edward Jones in Houston, TX, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at The Sherwin Williams Company and entrepreneurial roles including ownership of Boomtown BBQ Company LLC and work with Novrozsky's Hamburgers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.