Anne Routon is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. Outside of her advisory role, she owns a rental real estate property in Houston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Carlo Valerio is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for nine years. Outside of his advisory role, he is a part owner of Avance Alimentos, a company producing and distributing fresh food products in Mexico and the United States. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools, with services that include but do not rely on individual security recommendations.

Kinsey Chadick is a financial advisor with Ameriprise in Richmond, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining Ameriprise in 2022, Kinsey worked at LPL Financial and Hilltop Securities Independent Network Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning supported by algorithmic automation and oversight.

Michael Mcgee Sr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 32 years of industry experience, including 25 years at Hornor, Townsend & Kent, Inc., and has been with Cambridge since 2018. Outside of his advisory role, he is an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Meghan Nichols is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, and various educational institutions. She has been involved with Christ Community Church since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through structured, non-discretionary relationships supported by extensive research and multiple portfolio management styles.

Doreen Collado is a financial advisor with Primerica Advisors, holding the Series 65 and Series 63 licenses and bringing eight years of industry experience. Her work history includes roles at PFSI Investment Inc., Primerica Financial Services, St. Lukes Baylor Med Center, Restore Health Rehabilitation Center, and HCA Texas Women's Hospital. Outside of her advisory work, she is a partner in Clients Choice, LLC, a heating and cooling business based in Katy, TX. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that relies on model-delivery strategies and offers a range of investment models supported by third-party asset managers, with custody and trade execution provided by Pershing.

Kassidy Davis is a Planning Consultant at Fidelity Investments, where she collaborates closely with a Vice President Financial Consultant to build trusted client relationships. In this role, she utilizes Fidelity's resources and planning tools to develop and implement strategies tailored to clients' specific needs. Kassidy has been with Fidelity Investments since 2019, progressing through roles including Financial Services Associate, Financial Representative, and Relationship Manager before assuming her current position in 2024. Her experience spans various aspects of financial services within the firm. Outside of work, Kassidy enjoys attending concerts, participating in family activities, hiking, listening to music, engaging in outdoor adventures, and traveling.

Jarrett Thompson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in comprehensive financial planning, focusing on mitigating taxes, managing costs, and minimizing risk for high-net-worth individuals and families. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thompson holds dual bachelor's degrees in Finance and Banking & Financial Institutions from Sam Houston State University. He carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on creating tailored wealth management plans that meet the unique needs and goals of each client while aiding in navigating complex investment decisions to achieve long-term financial stability. Outside of his professional work, Thompson's personal interests include boating, golfing, photography, and traveling. He emphasizes delivering financial clarity to his clients so they can focus on living life without the burden of managing money.

Brian Mueller is a financial advisor with Edelman Financial Engines in Houston, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He has been with the Edelman Financial Engines organization and its predecessors since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions and wealth management services, utilizing a committee-driven modeling process combined with planner delivery and online tools.

Joseph Shemenski is a financial advisor with Raymond James & Associates in Houston, TX. He holds a Series 63 designation and has 45 years of industry experience, including over 30 years with Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Chad Lemmond is a financial advisor with Edward Jones in Richmond, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for four years at Pacific Builders Inc. He is also the manager of Lemmond Consulting LLC, a consulting business based in Needville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Keith Nix is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years with the Cypress Fairbanks Independent School District. 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 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.

Chad Glessman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. prior to his current role. Outside of finance, he has ownership interests in several cryotherapy and martial arts businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and utilizes research-driven investment strategies based on diversification and modern portfolio theory.

Emma Hodgson is an International Wealth Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Emma earned her bachelor's degree from Universidad Autonoma de Nicaragua. Her role focuses on providing wealth management services to clients, leveraging her expertise in international financial markets.

Liliana O'Leary is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Tracy Miller is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, Miller worked at K Street Retirement Partners and Cetera Advisor Networks, and has operated TMiller Financial LLC since 2006. Outside of advisory work, Miller is a licensed notary. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Gabriel Aguilar is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Cypress, TX. Outside of his advisory role, he is associated with a medical practice focused on sleep and headache solutions in Houston. 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. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.

Zackry Southerland is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Enterprise Holdings. Outside of his advisory role, he has occasionally worked as a food delivery driver in San Francisco. 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 supported by a large network of financial advisors and branch offices across the United States.

Crockett Du Bose is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at USAA Investment Management Company and Southern Methodist University. He is based in Houston, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its large scale, integrated operational structure, and multi-asset model portfolios supported by comprehensive research and due diligence.

Andrew Bishara is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1991. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.