Evan Gaddy is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in marketing and media, food service, and videography. He has operated a videography business since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services through a large nationwide network of financial advisors.

Stephen Heller is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Edward Jones since 2003. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Braden Witham is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes positions at Charles Schwab and several other companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Robert Rosenbaum is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America, Premium Retail Services, and Best Buy Co. Inc. 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, pension plans, corporations, and charitable organizations.

Craig Zumpano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works alongside clients and their families to help achieve their financial goals, whether that involves planning for retirement or managing significant financial events. Craig focuses on creating personalized financial strategies tailored to each client's long-term objectives, addressing areas such as family wealth management, retirement planning, philanthropic and socially responsible investing, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds the Professional Investment Advisor (PIA) designation. He graduated from Columbiana High School and the University of Pittsburgh. Throughout his career, he has embraced Merrill's tradition of community involvement, dedicating significant time to volunteering. He has been a member and volunteer with the Knights of Columbus for 26 years, serving in leadership roles such as Trustee, Deputy Grand Knight, and Grand Knight. Additionally, Craig has contributed over 25 years to the Houston Livestock Show and Rodeo Metro Go Texan committee, where he has held multiple leadership positions including Assistant Captain, Captain, Vice Chairmen, Historian, and Coordinator. Outside of work, Craig enjoys biking, fishing, golfing, horseback riding, running, yoga, and spending time with his family.

Elizabeth Harden is a financial advisor at Edward Jones in Humble, TX, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016 and has been involved with the YMCA of Greater Houston since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kayla Price is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She is currently affiliated with Cetera and has prior experience working at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Kayla also operates MKP-Price & Co., P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

John Sandberg is a financial advisor with Ameriprise in Porter, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in managing a vacation rental property through his business, Sandbag's Endless Summer, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Austin Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Equitable Advisors. In addition to his advisory work, he is active with 49 Wealth Management and 49 Financial, where he provides financial advice and fixed insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a range of investment strategies tailored to client objectives.

Bryan Broussard is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

David Zientek is a Series 66-licensed financial advisor with LPL Financial in Kingwood, TX, and has seven years of industry experience. His prior work includes roles at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. He is also licensed as an enrolled agent providing tax preparation and accounting services through ORDOS Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lance Lawrence is a financial advisor with Edward Jones in Humble, TX, holding the ChFC®, Series 66, and Series 63 designations, and has 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a trustee and secretary on the Liberty Independent School District board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated offerings, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Travis Mc Farland is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials. He has been with J.P. Morgan Securities since 2026 and has additional experience at firms including Allied Wealth and Pattern Financial Group. Outside of advisory roles, he has involvement in other business activities such as Novus INS Group LLC and Golden Bear Lawns. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Samuel Wheatley is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in education and fitness, including roles at Humble ISD and U Turn Crossfit. He also served at Second Baptist Church for seven years. 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 nationwide network of roughly 23,701 advisors and $1.01 trillion in assets under management.

Ulises Burnett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Woodforest National Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher D'camp is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Walgreens for 19 years. Christopher holds the Series 66 designation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Victor Mendoza is currently a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on understanding each client's unique financial needs and situations to collaboratively develop tailored financial plans. Prior to this, he held several roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Investment Solutions Representative II in 2025, and Investment Solutions Representative I from 2023 to 2025. Before joining Fidelity Investments, Victor worked as a Wealth Manager at Blue Maple Financial from 2021 to 2023 and as a Financial Representative at Equitable Advisors from 2020 to 2021. Outside of his professional responsibilities, Victor enjoys comedy, family activities, football, and reading.

Jaclyn Van Horn is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to her role at Edward Jones, she worked at Shipt Inc. and Unique Home Health Services, Inc. She is involved in multiple business activities, including serving as CFO for Van Horn Innovations, Inc. and Van Horn Dispatching, and providing customer service and quality assurance in hospitality at Courtyard Houston City Place. 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, supported by a nationwide network of financial advisors and branch offices.

Philip Bourgeois is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with corporate executives and their families to build financial plans designed around their individual needs, values, and goals. His approach to the planning process focuses on genuine client connections and building lifelong relationships centered around trust. Philip has held various positions at Fidelity Investments since 2010, including Vice President, Regional Planning Consultant - Executive Services, Vice President, Branch Leader, and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Philip's personal interests include fitness, golf, hiking, and playing musical instruments.