Steven Barnes is a CFP®-certified financial advisor with 35 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to advising, Barnes engages in non-variable insurance sales through Barnes Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cameron Heathcott is a CFP® professional with 21 years of industry experience, all with Edward Jones since 2005. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is a limited partner investor in a rental property business. 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 manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Djuro Majstorovic is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Agia for three years and Valic Financial Advisors Inc. for ten years. Outside of his advisory role, he is a business owner of Thrive Woodlands, LLC, a non-investment-related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from LPL Research and third-party subadvisors.

Shawn Pressley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Montgomery County Hospital District for five years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Maier is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of advising, he is also active as a real estate agent with Keller Williams Realty and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client needs.

Craig Wilcox is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 12 years. Wilcox operates Wilcox Wealth Management as a dba for his LPL business. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Lloyd Hebert is a financial advisor with Cambridge Investment Research Advisors in Conroe, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Cambridge since 2024 and previously at Cetera Advisors and Questar Asset Management. Outside of advisory work, he is involved in business ownership and serves as an instructor and speaker in financial education. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Conner Halstead is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Legacy Preparatory Christian Academy and was involved with Conroe Church of Christ for over a decade. Outside of his advisory role, he is affiliated with the Level Up and Live Mastermind in Conroe, TX. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers additional capabilities such as trust services, securities-based lending, and tax-efficient portfolio management.

Clint Blinka is a financial advisor at Edward Jones in Montgomery, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and also serves as an adjunct faculty member at Sam Houston State University, where he teaches an introductory kinesiology course titled "Lifetime Health and Wellness." Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and services with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Trent Harris II is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2016. He is based in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ligia Aguilar Bueso is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked concurrently at Merrill and Bank of America since 2016. 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 plans, corporations, and charitable organizations.

Natalie Johnson is a financial advisor with Merrill in Conroe, TX, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she is involved in creating and selling crafts and digital templates on Etsy and participates in a construction-related business called WC Decorative Concepts. 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 a range of individual and institutional clients.

Jessica Ellis is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2019. She has 11 years of industry experience, including eight years at Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques.

Mary Scheel is a financial advisor with Edward Jones, holding a Series 66 designation and approximately five years of professional experience across roles at Edward Jones and previous positions at Norfleet Land, Atlas, and Bohemian Farms LLC. She is based in Brenham, TX. 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Edmond Cherry III is a financial advisor with Mass Mutual Investors Services in Montgomery, TX, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2010. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations and asset-allocation models.

Linda Savoy is the principal and sole advisor at Savoy Investment Management, Inc. in Montgomery, TX, with 13 years of industry experience. She has led her firm since 2011 and provides tax planning and return preparation services to a select group of clients as an additional offering. Savoy Investment Management, Inc. is a state-registered investment adviser serving individuals, trusts, estates, and small businesses with discretionary portfolio management and personal financial consulting. The firm employs a long-term, buy-and-hold strategy focused on individual common stocks and dividend reinvestment, supplemented by fixed income and funds, using both fundamental and technical analysis.