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.

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.

Julio Castillo Cuevas is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A., and has held roles at Primeway Federal Credit Union, Cash Store, and Fred Loya. 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.

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.

Robert Scott is a financial advisor at Osaic Wealth, Inc. with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2023, he worked at SagePoint Financial, Inc. for seven years and has been involved with Pre Emptive Financial Services Inc. since 2002. He also works as an insurance agent offering health, life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing tools like risk-tolerance questionnaires and automated rebalancing to manage portfolios across various asset classes.

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.

Juan Marin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the JPMorgan Chase organization since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Anderson Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, Mutual of Omaha, Allstate Insurance Company, and AXA Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios with oversight controls and employs systematic methodologies integrating mutual funds, ETFs, and ETPs.

Victoria Morales is a financial advisor with Ameriprise in Mont Belvieu, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in various roles outside finance, including positions at Texas State University and the YMCA of Greater Houston. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with Ameriprise-managed accounts.

Aaron Barnes is a Series 66-licensed financial advisor with Edward Jones in Humble, TX, where he has worked since 2019. He has six years of industry experience, including five years with Humble ISD prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Adam Badeaux is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Robert Sitton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sitton has been with Edward Jones since 2002 and previously worked at Dean Witter Reynolds Inc. Outside of advising, he is a partner in a property management business based in Humble, Texas. 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, access to separately managed accounts, and affiliated mutual funds.

Michael Kevlin is a Series 66-licensed financial advisor with Edward Jones in Kingwood, TX, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is associated with The Friedkin Companies through a deferred compensation account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Torie Blakelock is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Ameriprise Financial and Ernst & Young. She has also been involved with Texas A&M University in various capacities. 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 investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Odis Johnson is a CFP® credentialed advisor with over 31 years of experience, currently serving at Cetera since 2025. He has a long career including 24 years at Avantax Investment Services, Inc., and has operated his own tax preparation and accounting firm, O. Douglas Johnson, P.C., since 1994. Cetera is an SEC-registered adviser providing services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning solutions across multiple program structures and custodial relationships.

James Atkins is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2020 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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 brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis with centralized due diligence and ESG eligibility processes.

Jarrod Shaw is a financial advisor with J.P. Morgan Securities in Kingwood, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Bank of America and Merrill and currently serves as owner and coach of Houston Playaz, a youth basketball organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, delivering asset allocation advice and investment manager searches through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Shyam Bhakta is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Lone Star College for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.