Dustin Perry is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has experience working in insurance, benefits, and human resources through Hebert Financial and owns an agricultural business, Perry Cattle Company. Prior roles include positions with Carmichael Properties and the Lovelady Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Cody Bartlett is a CFP® with 16 years of industry experience and is currently with LPL Financial in Conroe, TX, where he has worked since 2016. He holds a Series 66 license and operates a related business under the name Bartlett Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including model portfolios and research from LPL Research and third-party subadvisors.

Dennis Blackwell is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he has authored written material since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technological tools.

Kris Mc Donald is a CFP® and Series 66-licensed financial advisor with Edward Jones in Conroe, TX, where he has worked for 14 years. His career has been exclusively with Edward Jones since 2012. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Crystal Coley is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Limelife by Alcone and Destination Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Zachary Stephens is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience, including prior roles at Bleyl Engineering, Cru, and American Civil Engineering Services. 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, supported by a network of more than 23,000 financial advisors across the United States.

Kevin Pinkley is a Series 66-registered financial advisor with LPL Financial, where he has worked since 2004, accumulating 25 years of industry experience. He is an author and contributes to a newsletter, and he participates in a radio public service announcement related to divorce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, various advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from multiple sources.

Rene Ewing is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird since 2015 and holds Series 63 and Series 66 designations. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Kara Averitt is a financial advisor with Merrill in Conroe, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2012 and previously worked at Bank of America from 2012 to 2019. 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 and profit-sharing plans, corporations, and charitable organizations.

Andrew Garay is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked at Able's Sporting Inc., Swarovski Optik North America LTD, and Elusive Wildlife Technologies, LP. Outside of his advisory role, he occasionally works as a hunting guide and cameraman for hunting shows on the Outdoor/Sportsman Channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor and branch network and provides additional services such as trust company offerings and securities-based lending.

Samuel Scheler is a financial advisor with Edward Jones in Conroe, Texas. He holds a Series 66 designation and has nine years of experience with Edward Jones, following 17 years at Texas Farm Bureau. Outside of his advisory role, he has ownership interests in oil and gas royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Maria Lamas is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Lincoln Financial Securities Corporation and Lincoln National Life. Outside of her advisory role, Maria is an insurance agent offering various insurance products, including accident and health insurance, disability income, and long-term care insurance. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through an extensive network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management along with access to multiple third-party investment platforms.

Jessica Mcnamara is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Outside of her advisory role, she was the owner and daily operations manager of Midnight Mocha Reads LLC, a retail bookstore. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Selena Requena is a financial advisor at Merrill with six years of experience in the industry, holding a Series 66 credential. Her prior work includes positions at Bank of America, N.A., and Chase Bank, as well as teaching roles at the University of Houston-Downtown and Houston Community College. Outside of her advisory work, she is the sole owner of a rental property in Houston, Texas. 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.

Michael Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2022 following four years as a financial advisor with Edward Jones. With over 26 years of experience in accounting and finance, including 12 years in CFO roles across manufacturing and private equity companies, Michael brings extensive expertise to his financial advisory practice. His background includes serving on fiduciary teams responsible for selecting investment options for company retirement plans. Michael works with clients of all ages and backgrounds, focusing on personalized wealth management strategies tailored to their full financial picture. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Business Administration in accounting from Stephen F. Austin State University. A native Texan who grew up in Humble, Texas, Michael and his wife have lived in the Conroe area for over 25 years. Outside of his professional activities, he enjoys racquetball, golf, pickleball, and spending time with their three adult children. Michael is also actively engaged in community volunteer work aligned with Merrill’s tradition of service.

Diana Lonbeck is a financial advisor with Thrivent Investment Management in Conroe, TX, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services under its WealthPlan option, with periodic reviews and a broad range of planning topics.

Andrew Mcalister is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Questar Asset Management. He is also an independent insurance agent with Hebert Financial Services. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides diversified investment solutions and maintains proprietary and third-party strategies with a variety of custody and platform options.

Curtis Miller is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions at Liberty University and Sodexo Food Services. Outside of his advisory work, Curtis and his brother have started a podcast focused on reviewing classic literature such as Plato's Republic and C.S. Lewis novels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Mitchell Lyon is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022, following five years at Woodlands Securities Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

John Hanna is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Regions Bank, and JPMorgan Chase. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.