Christopher Perry is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Edward Jones in Houston, TX, since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

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.

Tyler Bebault is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and possessing two years of industry experience. His work history includes roles at Edward Jones, Fitzpatrick Group/TIP Group LLC, Edge Home Finance, Keller Williams, Costco Wholesale, Insitu, and ten years of service in the US Navy. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates one of the largest advisor and branch networks in the industry.

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.

Chandra Burns is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. Her career includes roles at Northwestern Mutual Investment Services, Raymond James & Associates, and LPL Financial. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a defined product framework.

Kensie Hunt is a financial advisor at Merrill with over 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Samuel Jordan is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Packaging Corporation of America for eight years before transitioning into his current role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Keaton Uresti is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Gilbert Montoya is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Geico. 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.

Tyler Wesseler is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to develop comprehensive and tailored wealth plans aimed at achieving both short- and long-term financial goals. He emphasizes building strong, trusted relationships by understanding the priorities of clients and their families. Tyler has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2025. His experience spans multiple facets of wealth management and client relationship development. Outside of his professional responsibilities, Tyler has interests in food, outdoor adventures, and table tennis.

Leilani Shortt is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. She is currently with LPL Financial and has previously worked at First Allied Advisory Services and Efficient Wealth Management. 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 financial planning and asset management solutions, utilizing both model portfolios and customized strategies.

Lloyd Hecard Jr. is a financial advisor with Primerica Advisors in Kingwood, TX, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in non-investment business ventures including co-ownership of a restaurant through Hecard Ventures, LLC, and ownership of Roux Design Group, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Mark Digiovanni is a CFP® professional with 32 years of industry experience, currently serving at Edelman Financial Engines. His prior experience includes roles at TIAA-CREF and Tiaa spanning over a decade. Outside of his advisory work, he owns and operates a short-term rental property through a private LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and is notable for its scale and multi-channel delivery model.

Hector Martinez is a financial advisor with J.P. Morgan Securities in Kingwood, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and associated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.

Andrew Prucha is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with two years of industry experience. His background includes service in the U.S. Army and roles at Texas State University and TMC Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branches.