Jon Winegrad is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and has 28 years of industry experience. His prior roles include positions at Cetera, Jackson National Life Distributors, and Columbia Bank. He is also involved with Columbia Wealth Advisors, a non-investment-related business based in Montgomery, Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Paul Dimiceli III is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation. He has been with Edward Jones since 2022 and has prior experience working in education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jennifer Larkey is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Extraco Banks and First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dustin Perry is a financial advisor with Cambridge Investment Research Advisors in Conroe, TX. He holds Series 63 and Series 65 licenses and has experience in both the financial and agricultural sectors, including ownership of Perry Cattle Company. Prior to joining Cambridge, he worked in education and agriculture-related fields. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with features supporting advisor business relationships and institutional-scale resources.

Cody Bartlett is a CFP® with 17 years of experience in the financial industry. He has worked at LPL Financial since 2016 and previously spent seven years at Edward Jones. Bartlett Financial is a DBA associated with his work at LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Dennis Blackwell is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2002. Outside of his advisory work, he is an author. 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 broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Kris Mc Donald is a CFP® and Series 66-licensed financial advisor with Edward Jones in Conroe, TX, where he has worked for 14 years. His career has been exclusively with Edward Jones since 2012. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Crystal Coley is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Limelife by Alcone and Destination Church. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Zachary Stephens is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience, including prior roles at Bleyl Engineering, Cru, and American Civil Engineering Services. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors across the United States.

Kevin Pinkley is a financial advisor with LPL Financial in Conroe, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2004 and previously worked at UBS Financial Services from 2001 to 2004. Outside of his advisory duties, he is an author and contributes to a newsletter as well as a radio public service announcement related to divorce topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and third-party asset management, supported by tools such as machine learning, and oversees over $819 billion in discretionary assets.

Gregory Cater Sr. is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 46 years of industry experience. He has worked at Cetera and its affiliated entities since 2000 and serves as president of Cater Wealth Management. Cater also acts as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rene Ewing is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird since 2015 and holds Series 63 and Series 66 designations. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Andrew Garay is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked at Able's Sporting Inc., Swarovski Optik North America LTD, and Elusive Wildlife Technologies, LP. Outside of his advisory role, he occasionally works as a hunting guide and cameraman for hunting shows on the Outdoor/Sportsman Channel. 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, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor and branch network and provides additional services such as trust company offerings and securities-based lending.

Samuel Scheler is a financial advisor with Edward Jones in Conroe, Texas. He holds a Series 66 designation and has nine years of experience with Edward Jones, following 17 years at Texas Farm Bureau. Outside of his advisory role, he has ownership interests in oil and gas royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Maria Lamas is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Lincoln Financial Securities Corporation and Lincoln National Life. Outside of her advisory role, Maria is an insurance agent offering various insurance products, including accident and health insurance, disability income, and long-term care insurance. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through an extensive network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management along with access to multiple third-party investment platforms.

Jessica Mcnamara is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Outside of her advisory role, she was the owner and daily operations manager of Midnight Mocha Reads LLC, a retail bookstore. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Scott McKenzie is a financial advisor at Edward Jones in Magnolia, TX, holding a Series 66 designation with four years of industry experience. He has been with Edward Jones since 2018 and previously worked at the University of Texas A&M from 2016 to 2020. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Selena Requena is a financial advisor at Merrill with six years of experience in the industry, holding a Series 66 credential. Her prior work includes positions at Bank of America, N.A., and Chase Bank, as well as teaching roles at the University of Houston-Downtown and Houston Community College. Outside of her advisory work, she is the sole owner of a rental property in Houston, Texas. 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.

Megan Horton is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones. Outside of her advisory role, she serves as Vice President of SHT Land Holdings, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice using analytical tools and supports various advisory programs across a large advisor network.

Michael Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2022 following four years as a financial advisor with Edward Jones. With over 26 years of experience in accounting and finance, including 12 years in CFO roles across manufacturing and private equity companies, Michael brings extensive expertise to his financial advisory practice. His background includes serving on fiduciary teams responsible for selecting investment options for company retirement plans. Michael works with clients of all ages and backgrounds, focusing on personalized wealth management strategies tailored to their full financial picture. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Business Administration in accounting from Stephen F. Austin State University. A native Texan who grew up in Humble, Texas, Michael and his wife have lived in the Conroe area for over 25 years. Outside of his professional activities, he enjoys racquetball, golf, pickleball, and spending time with their three adult children. Michael is also actively engaged in community volunteer work aligned with Merrill’s tradition of service.