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Tyler M
Series 66
Crosby, TX
Edward Jones
Tyler Moore is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Hologic, Inc., Applied Medical, and Crosby ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.
Nicholas A
Series 63, Series 66
Kingwood, TX
OSAIC
Nicholas Arre Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. His prior experience includes SagePoint Financial and N.W. Arre, Jr. Investment Services, Inc. Outside of his advisory work, he is an owner of a condominium managed by Cabarete Group in the Dominican Republic. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include various asset classes.
Emmanuel V
Series 66
Kingwood, TX
J.P. Morgan Securities
Emmanuel Velazquez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Regions Bank, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Lynn W
Series 66
Kingwood, TX
Edward Jones
Lynn Wammel is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. She has spent her entire career at Edward Jones since 2006. Outside of her advisory role, she performs contract work reviewing bridge inspections and related reports for ASK Engineering in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies supported by a large national network and operates under a fiduciary standard.
Michael B
Series 63, Series 66
Humble, TX
Edward Jones
Michael Byers II is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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.
Laura T
ChFC®, Series 66
Dayton, TX
Edward Jones
Laura Taylor is a financial advisor at Edward Jones in Dayton, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018, following five years at T&H Ventures, LLC, a consulting firm specializing in accounting and cash management, which she owns. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert W
Series 63
Kingwood, TX
LPL Financial
Robert White is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 63 designation and over 38 years of industry experience. He has worked at LPL Financial since 2000 and previously spent five years with Intrua Financial. Outside of his advisory role, White is a licensed notary public in Texas and is involved in tax preparation and accounting through a related tax services business. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and various institutional platforms.
Megan G
Series 66
Kingwood, TX
LPL Financial
Megan Gaskamp is a financial advisor with LPL Financial in Kingwood, TX, holding the Series 66 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Gaskamp is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a broad network of investment adviser representatives.
John S
Series 63, Series 66
Kingwood, TX
J.P. Morgan Securities
John Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and ESG eligibility processes.
Briana P
Series 66
Kingwood, TX
Edward Jones
Briana Prucha is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2016, with prior experience at Jackson Avenue Center, Indigos, and Neal Hamil. 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 national network of financial advisors and branch offices.
Vadim C
Series 66
Mont Belvieu, TX
Ameriprise
Vadim Clanet is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Global Financial Impact, American Income Life, and several educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves collaborative, non-discretionary implementation and emphasizes tax-aware withdrawal strategies alongside proprietary investment research.
John G
Series 66
Kingwood, TX
LPL Financial
John Gauthier is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. Outside of his advisory work, he sells sports cards on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a broad platform including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Jacob B
Series 66
Humble, TX
Edward Jones
Jacob Byers is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked in various roles including at Landry's Inc. and Encor Solar, and completed periods of full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse offerings including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Ronald H
Series 66
Kingwood, TX
Edward Jones
Ronald Hill III is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
Cameron H
ChFC®, Series 66
Kingwood, TX
Edward Jones
Cameron Hayes is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, Hayes served 12 years in the U.S. Navy and has owned and managed a leasing and rental real estate business since 2009. 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 financial advisors and branch offices.
Patrick M
Series 66
New Caney, TX
Merrill
Patrick Mc Clernon is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Merrill and Bank of America N.A., where he has worked since 2020. His prior experience includes roles at Edward Jones and involvement with Kingwood Lacrosse and Bluewater Books. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and incorporating tax-aware options for sensitive investors.
Brian S
PFS™, Series 66
Humble, TX
Cetera
Brian Silver is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and seven years of industry experience. He previously worked at Avantax Advisory Services and Invesco, and he is also the CEO of Silver Accounting Group, LLC, a CPA firm he owns and operates. In addition to his advisory work, Silver manages his accounting and tax services business separately from his financial advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.
Jonathan C
Series 66
Kingwood, TX
Merrill
Jonathan Conner is a Series 66 licensed advisor with Merrill, based in Kingwood, TX, and has 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Merrill and Bank of America. Outside of his advisory role, he is an officer and meeting leader for a local business networking organization and serves on the advisory board of the Dayton Police Department. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.
David F
Series 63, Series 65
Kingwood, TX
OSAIC
David Farrell is a financial advisor with OSAIC in Kingwood, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services Inc., and Lincoln Financial Securities Corporation. Outside of advisory services, he is also involved in insurance sales. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.
Terry W
Series 63, Series 65
Kingwood, TX
LPL Financial
Terry Whitney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2003 and previously spent seven years at Morgan Keegan & Company, LLC. 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 and access to third-party asset management, supported by a broad platform that combines advisory capabilities with various financial products and partnerships.
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