John Deberry is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Frost Bank, where he worked from 2012 to 2024. Outside of his advisory work, he manages an e-commerce business selling party event supplies and serves on the boards of the Urban Enrichment Institute and CoolxDad, providing financial oversight and support for philanthropic efforts. 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, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Holly Mc Creight is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked for nine years. She has eight years of industry experience and previously worked at Matilda Jane Clothing and Barbers Hill ISD. Outside of her advisory role, she co-owns and manages short-term rental properties in Baytown and Rockport, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment strategies. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and affiliated financial services including trust management and securities-based lending.

Ryan Peeples is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, N.A., Merrill, Mass Mutual Investor Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darin Freshour is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Wells Fargo Clearing and previously worked for JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC for nine years. He serves as secretary for the Woodlane Forest Homeowners Association in Conroe, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and offers both non-discretionary and discretionary fiduciary services, with a notable inclusion of insurance-related investment options.

Eduardo Rihan is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior positions include roles at JPMorgan Chase Bank, Aqua Nivara Tech, and North Node Capital Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jesse Vaughn II is a financial advisor at Morgan Stanley with 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Vaughn holds a Series 66 designation. Outside of his advisory role, he owns and manages a commercial building in Royse City, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Myrna Agris is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to her advisory work, she serves as a trustee for managed accounts and occasionally drafts wills, durable powers of attorney, and healthcare documents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and offers both retail and institutional investment services.

Stacy Langford is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010, following prior roles at UBS Financial Services, LPL Financial, and Osaic FA, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Shannon Abel is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Abel serves on the Board of Directors for the Spring Branch Memorial Sports Association and holds leadership roles in several nonprofit organizations, including Vice President of Standards for the National Charity League - Bayou Villages Chapter and Treasurer of the Houston Alpha Delta Pi Alumnae Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Andrea Armstrong is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Armstrong worked at the University of Texas Southwestern Medical Center and the MD Anderson Cancer Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of approximately 23,701 financial advisors.

Emily Hardin is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Equitable Advisors, she worked at Texas A&M University and also spent two years with Caddie Cox at Equitable Advisors. Equitable Advisors serves a broad client base including individuals of varying wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party advisory models and investment solutions.

Carlos Gonzalez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has held positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Wells Fargo Investments, LLC. He is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates forward-looking capital market assumptions.

Austin Cox is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and is based in Houston, TX. His prior work includes positions at Fidelity Investments and Statesman Business Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Andrew Copulsky is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Sanders Morris LLC, OSAIC Services, Inc., and American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kay Kelley is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Bank, NA since 2018 and previously at Chase Bank from 2016 to 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Abisola Lockhart is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Ameriprise Financial Services and Target Corporation. Outside of her advisory work, she is involved in grocery shopping services on weekends. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lance Allen is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera, Heritage Bank, Edward Jones, and DWS Investments Distributors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joann Bernhart is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2003. She is based in Houston, Texas. Wells Fargo Advisors is a national securities firm that provides 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 supported by research from Wells Fargo Investment Institute.

Michael Smith is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at J.P. Morgan and UBS Financial Services. Outside of finance, he is an author who self-publishes a fantasy novel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lyndsey Walters is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 65 and Series 63 licenses and is based in Houston, TX. Walters has worked at Wells Fargo Clearing since 2017 and has been affiliated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.