Julia Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at Southstate Bank, PNC Investments LLC, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo Investments. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Bradford Boike is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with pre-retirees, retirees, and business owners to develop personalized wealth management strategies aimed at helping clients achieve income security and financial freedom in retirement. His client focus areas include college education planning, corporate executive services, family wealth management, retirement income, investment consulting, philanthropic and tax minimization planning. Bradford holds a Bachelor's Degree from the University of Dayton and a High School Diploma from Kenmore High School in Akron, Ohio. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the University of Dayton Alumni organization. In addition to his professional work, Bradford is involved in community service, volunteering with the Houston Food Bank. Outside of work, he enjoys golf, fishing, and traveling. Bradford is married and has one adult son.

Jorge Molina is a financial advisor with LPL Financial in Humble, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. In addition to his advisory work, he sells supplemental term and whole life insurance products through Assurity Life Insurance Company. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a large-scale infrastructure.

Stephen Dugger is a financial advisor with Edward Jones in Liberty, TX, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. 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 programs, separately managed accounts, and affiliated mutual funds.

Thomas Stegner is a Series 66-credentialed financial advisor at Edward Jones in Kingwood, TX, with 13 years of industry experience. He 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 manages approximately $1.01 trillion in assets and provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Leslie Herndon is a financial advisor at Edward Jones in Dayton, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience, all of which has been spent with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Troutman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chih Hao Ng is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sagepoint Financial, Inc. and Next Financial Group Inc. Ng is also involved in insurance sales and management through multiple business activities related to life, health, and other insurance products. OSAIC Wealth serves a diverse clientele ranging from individual investors to institutional clients, offering a wide range of brokerage and advisory services. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, supported by various programs including Unified Managed Accounts and third-party money manager platforms.

Daniel Hemberger is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Dustin Gatlin is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he operates a family farm focused on cattle sales and manages a pasture lease in Liberty, Texas. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Clarissa Barras is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Jonathan Ahearn is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 17 years. He is based in Baytown, TX. 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 programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Evan Weibel is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent eight years at Invesco Advisers, Inc. 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 through a nationwide network of over 23,700 advisors and offers a broad range of advisory programs and affiliated investment products.

Talon McAdams serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. His focus includes education planning, personal retirement planning, and tax minimization. Talon holds a Bachelor's Degree from the University of Saint Thomas and holds the Personal Investment Advisor (PIA) designation. His expertise emphasizes comprehensive planning designed to mitigate taxes, manage costs, and minimize overall risk, particularly for high-net-worth individuals and families. He approaches wealth management by creating tailored plans that align with each client's unique needs and goals. Outside of his professional responsibilities, Talon is involved with the Kingwood Rugby Club and is a member of the Sigma Tau Gamma Fraternity. He enjoys basketball, golfing, hunting, scuba diving, skiing, and spending time with his family. Talon and his wife Madison live downtown with their two cats.

Erik Pettine is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Marcontell Wealth Management and Fidelity Investments. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Skinner is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Parata Systems and VectraCor. Outside of financial advising, he manages a sole proprietorship related to online sports card sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Justin Christmas is a CFP® certificant and Series 66 license holder with nine years of experience in the financial industry. He is currently with LPL Financial, having joined in 2025, and previously worked at Edward Jones for six years. Outside of his advisory role, he is the owner of RestoFit LLC, a non-investment-related business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Robert Scott is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Pre Emptive Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in health, life, disability, and long-term care insurance. OSAIC Wealth serves a diverse range of clients, including retail and institutional investors, by offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and the ability to implement discretionary and advisor-managed strategies.

Chen Zhao is a financial advisor at Fidelity with 18 years of industry experience. He previously worked at Ameriprise Financial Services and Scottrade Inc. Zhao holds Series 63 and Series 65 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and manages model portfolios composed of mutual funds, ETFs, and ETPs.