Barry Tate is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior positions include roles at Ameriprise Financial Services, Edward Jones, and Kestra Advisory. Outside his advisory work, he is the owner of Tate Cinnaholic Ventures LLC, a non-investment 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided by independent advisers utilizing a range of discretionary and non-discretionary strategies.

Duran Dismore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 2004. He holds a B.S. in Finance from Elmhurst College. Duran has earned the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, and holds FINRA registrations including Series 7, 31, 66, 9, and 10. As a specially qualified Senior Portfolio Advisor, Duran provides traditional advice and guidance while building and managing custom investment strategies, including the selection from Merrill model portfolios and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Duran's areas of focus include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, managing new wealth, and retirement income. He has received recognition on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and 2022, and on the 2026 Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists. He resides in Montgomery, Texas with his wife and two children. Outside of work, Duran enjoys golfing, spending time with his family, and traveling.

Ted Oliver Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Anaydi Kashuba is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Citibank, as well as multiple roles within JPMorgan Chase and J.P. Morgan Securities. 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 their recommendations.

Michael Rondon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as BBVA Securities Inc. and BBVA Compass 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 an ESG eligibility framework in its investment approach.

Dustin Creager is a Series 66-licensed financial advisor with Edward Jones in Spring, Texas, where he has worked since 2018. He has eight years of industry experience and a prior 20-year career at Wal-Mart Stores Inc. In addition to his financial advisory role, he serves as a volunteer firefighter and District Chief with the Klein Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various market segments. The firm offers a range of investment advisory programs and maintains a large national presence with over 23,000 advisors and 15,000 branch offices.

Lorena Garcia is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darwin Pressley Jr. is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a short-term rental beach house in Galveston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Beth Hearn is a CFP® with 39 years of experience in financial services, currently serving at OSAIC since 2025. Her prior experience includes eight years at Lincoln Financial Advisors Corporation and eleven years at Waddell & Reed, INC. and various insurance carriers through W&R Insurance Agencies, Inc. She is also a licensed notary. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory platforms and investment services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Joshua Jurek is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Thrivent Financial, Chick-fil-A, and ownership of HeBrews Coffeehouse. Outside of his advisory work, Jurek serves as a board member of the Design Discovery and Development Foundation and as a house church pastor at Grace House Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written financial recommendations across various planning areas without implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system, while advisors maintain responsibility for plan delivery and updates.

Indira Urcuyo is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, N.A., Moopark College, Walmart, and Lafise Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Kenneth Coleman III is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., and The Northwestern Mutual Life Insurance Company. He also worked at Texas A&M University for four years. 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 plans, corporations, and charitable organizations.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC in 2022, he worked at Encompass Advisory Services, Rosehill Operating, Simple Wealth Planning, and Noble Energy, Inc. He holds Series 63 and Series 65 designations. Outside of his advisory role, Porter is involved with Petra Benefits Financial Services, where he serves as an investment advisor representative and conducts insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable entities through a large network of advisors and multiple advisory platforms. The firm employs a range of asset allocation tools and offers integrated brokerage and advisory services, model portfolios, and access to third-party money managers.

Michael Pritchard is a Series 66-licensed financial advisor with LPL Financial, based in The Woodlands, TX, and has 10 years of industry experience. He has previously worked at Capital One Advisors, Capital One Investing, and Citigroup Global Markets. 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, model portfolio programs, third-party asset management, and institutional platforms.

Lauren Martin is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Austin Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Brian Bohr is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire career, starting in 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 discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a nationwide network of financial advisors and branch offices supporting approximately $1.01 trillion in assets under management.

James Whitmore Sr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Summit Financial Group Inc. and Summit Brokerage Services, Inc., and he operates Whitmore Financial Services, a separate business he founded in 2002. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Mc Kenzie is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward Jones since 1993. 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, operating under a fiduciary standard.

Bruce Robertson is a financial advisor with Osaic Wealth, Inc. based in Tomball, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Osaic in 2025, he spent 10 years with Lincoln Financial Advisors. Outside of his advisory work, he provides musical instruction and performs in concerts and is involved with a wedding and event planning business managed by his family. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and multiple investment platforms to offer tailored portfolio management and financial planning solutions.

Keaton Hineman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of advising, he is a partner in HD Ag, LLC, a real estate investment company based in Conroe, TX. 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 strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.