Kevin Roberts is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at City National Bank, RBC Capital Markets, and Morgan Stanley in various advisory and private banking roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a broad range of portfolio management strategies supported by firm research and multiple affiliated sub-advisers.

Frederick Stewart is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Investments, Wamu Investments, and Morgan Stanley DW. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by in-house and third-party research.

Hugh Johnson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, LPL Financial, and Capital One Investing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios based on proprietary research, quantitative analysis, and systematic methodologies.

Maria Caston is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Raymond James Financial and Raymond James Financial Services from 2016 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jonathan Gharis is an Investment Management Consultant II at Fidelity Investments, where he engages in financial planning conversations with clients to understand their financial picture, improve their plans, and help them strive for the best version of their financial life. He has been with Fidelity Investments since 2021, serving in roles including Investment Solutions Representative and Help Desk, Investment Solutions before his current position. Prior to joining Fidelity, Jonathan worked as a Private Wealth Associate at Bernstein Private Wealth Management from 2020 to 2021 and as a Financial Advisor at Merrill Lynch from 2019 to 2020. His experience spans investment solutions and private wealth management. Outside of his professional work, Jonathan has personal interests that include board games, family activities, food, movies, reading, and traveling.

Benjamin Coffman is a CFP® professional with 10 years of experience in financial advising, all with Edward Jones since 2016. He holds the Series 66 designation and is based in Pearland, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jessica Padilla is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has worked in financial services since 2018. In addition to her advisory role, she is the CEO of Texas Legacy Creations, a small party decor business. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Ginn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized employer advisory programs.

Matthew Logan II is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has held various roles in the financial services sector including analyst, trader, and portfolio manager before transitioning to his current position. His advisory approach is based on effective communication, integrity-based professionalism, and continuous market education and awareness. Matthew holds undergraduate degrees in business and philosophy from the University of Texas at Austin and an MBA in Financial Services Management from the University of Houston. He is registered with FINRA holding Series 7, 63, and 65 licenses and holds the Personal Investment Advisor (PIA) designation. He speaks both English and Spanish. Outside of his professional role, Matthew is actively involved in his community, contributing to organizations such as Kingwood Forest Cove Little League, Martha's Kitchen, Northwest Aquatic League, and the Gulf Coast Regional Blood Center. He also served two years with the US Peace Corps in Panama where he worked with the Ngabe Bugle community teaching small business practices. Matthew and his family reside in Kingwood, TX, where they enjoy outdoor activities and gardening and are members of St. Martha's Catholic Church.

Brent Williams is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and 21 years of industry experience. His career includes roles at J.P. Morgan Securities, American National Bank of Texas, and multiple positions within BBVA entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its large network of investment adviser representatives.

Candace Mccormack is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors for 12 years before joining Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Thompson is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Grassroots Church from 2016 to 2019. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Jesse Esbeck is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked for the Attorney General of Texas for 13 years before joining Edward Jones in 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristen Rieger is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has held this role since 2026, focusing on delivering personalized service and long-term partnership to her clients. Prior to her current position, Kristen worked as a Financial Consultant at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she was a Financial Solutions Advisor at Merrill Lynch - Bank of America from 2022 to 2024, gaining experience in wealth management and financial consulting. Kristen emphasizes a commitment to her clients' goals and legacy, ensuring a service experience characterized by discretion and foresight.

Kristina Rossi is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2000. Outside of her advisory role, she holds power of attorney for an entity named K M. S in Spring, 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kirsten Price is a CFP® and Series 63 licensed advisor with Ameriprise in Mont Belvieu, TX. She has been in the financial industry since 2016, previously working with Womack & Associates, LLC and Frontier Wealth Management LLC, with intermittent periods as a homemaker. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Martin Reza is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Banc One Securities Corporation. In addition to his advisory role, he is involved with Advisors Financial Group, Inc. and Prelle Financial Group Inc., where he is engaged in the sale of life insurance products including traditional life insurance and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Chase Michna is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Wealth Design Group from 2019 to 2021. Chase partners with clients to develop financial plans tailored to their short and long-term goals. His professional experience spans investment consulting, financial planning, and client advisory services. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chase has interests in fitness, golf, outdoor adventures, and spending time with pets.

Rhonda Barclay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Merrill from 2003 to 2009. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic, tactical, and alternative investment options.