Jonathan Cheatham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with various divisions of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm delivers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Hanath is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years with Right at Home in Brenham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing 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 discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Brendan Neal is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Fidelity Investments and previously worked at LPL Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a research-driven, quantitative investment process that incorporates algorithmic portfolio construction and manages model portfolios using mutual funds, ETFs, and ETPs.

Courtney Folkerts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Avantax Advisory Services, Crossmark Global Investments, and Invesco Distributors. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Andrew Graham is a financial advisor with Raymond James Financial in Katy, TX, holding a Series 66 designation and six years of industry experience. He has worked at Raymond James Financial Services since 2019 and also maintains a separate role as a Twitch Affiliate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting a wide range of advisory programs.

Landon Thomas is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual motivations, goals, and family priorities. He aims to build strategies that inspire confidence in clients' financial futures. Landon joined Fidelity Investments in 2021 and has held several roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant, before becoming an Investment Consultant in 2026. Outside of his professional work, Landon has interests in football, golf, parenthood, and pets.

Irene Haas is a Certified Financial Planner® at OSAIC with 25 years of industry experience. She has worked at Imperial Capital, LLC for nine years and Wunderlich Securities, Inc. for seven years prior to joining OSAIC. Haas serves as a financial and medical power of attorney for family members with learning disabilities and has been an instructor for the CFP® Certification program at Rice University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports a range of complex platform arrangements and third-party solutions.

Austin Bazard is an Investment Consultant at Fidelity Investments, a position he has held since 2026. His professional experience at Fidelity includes roles as Relationship Manager, Financial Representative, and working in Wealth Management Service, spanning from 2022 to 2026. Prior to joining Fidelity, Austin worked as a Client Service Associate at J.P. Morgan Private Bank from 2017 to 2022 and as a Client Service Representative at Invesco from 2015 to 2017. Austin emphasizes a consultative, relationship-first approach to financial planning, focusing on co-creating personalized strategies that meet clients' goals and adapt to life's changes. He aims to simplify complex concepts and provide transparent guidance to empower clients in making confident decisions. Outside of his professional work, Austin's personal interests include family activities, food, social events, golf, parenthood, and traveling.

Fortune Cobb is a Series 66-licensed financial advisor with Edward Jones, based in Katy, TX, and has seven years of industry experience. Prior to joining Edward Jones in 2018, Cobb worked in the pool services industry for several years. Cobb also maintains ownership and rental of a previous home. 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 nationwide network of financial advisors and branch offices.

Tracy Taylor is a financial advisor with LPL Financial based in Katy, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at several firms including Merrill and HD Vest Investment Services before joining LPL Financial in 2019. Outside of advisory activities, she is involved in an investment related to her husband’s trucking business. 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 financial planning, portfolio management, third-party asset management, and institutional platforms, supporting advisors with various strategies and technology tools.

Heather Bryant is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Star, Idaho, and has 13 years of industry experience. She has worked at various Wells Fargo entities since 1982, including Wells Fargo Advisors, LLC, Wells Fargo Clearing, and currently Wells Fargo Advisors since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to deliver recommendations in various specialized areas.

Miles Watson Sr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors and six years at Walmart. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

James Polk III is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at Merrill and has a background including roles at Bank of America and experience in real estate-related businesses. Outside of his advisory work, Polk is involved as an owner in several LLCs managing real property. 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 across a range of client types including individuals, high-net-worth clients, and institutional investors.

Manly Acker is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with Sales Force Inc., Transamerica Financial Advisors, Inc., and World Financial Group, INC. 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.

Rudolph Ammer is a CFP® professional with 28 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also maintains a long-standing affiliation with Guardian Life Insurance Company. Ammer serves as an independent insurance agent through The Oughtness Group and holds a secretary position at OG Benefits LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Cameron Kershner is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

Jeffrey McClellan is a financial advisor at Cetera with 8 years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he worked at Avantax Investment Services for six years and has operated his own CPA firm, Jeffrey C. McClellan, CPA, PLLC, since 2010. He serves as a board member of the Rosenberg Railroad Museum and is treasurer of the nonprofit Attack Poverty. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and retirement services across multiple program structures.

Allison Tharappel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at the University of Houston, Barcelona Wine Bar, Knack Technology Inc, and teaching positions at Lawrence E. Elkins High School and Fort Settlement Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Terral Hogan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Robinhood Markets, Inc. and Empower Retirement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses on various financial planning topics. The firm does not offer portfolio management for institutional clients or serve as a selector of other advisers for institutional mandates.