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 at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets across a large network of financial advisors and branch offices, providing clients with access to affiliated mutual funds, separately managed accounts, and tax-efficient services under a fiduciary standard.

Jessica Padilla is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses with less than one year of industry experience. She has prior experience at Wells Fargo Bank and has operated a small party decor business, Texas Legacy Creations, as CEO since 2023. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions with a focus on research-driven investment strategies and a broad range of financial products.

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, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His career includes roles at Mercer Global Advisors, J.P. Morgan Securities, and several BBVA entities prior to joining LPL Financial. Based in Houston, TX, he has worked at LPL Financial in two separate periods totaling seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

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 designations and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of his advisory role, he is involved with Advisors Financial Group, Inc., where he sells traditional life insurance and fixed annuity products. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that include diverse investment options and provides both discretionary and non-discretionary management.

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 in Houston, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with LPL Financial since 2009. Additionally, she is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Levine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Cetera and its affiliate firms since 2013 and is also the owner of Tradewins Financial, LLC. Outside of his advisory role, Levine participates in bass fishing tournaments as a sponsored fisherman. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.