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Clint B

Series 66

Montgomery, TX

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Inheritance planning Retired Founder/Business Owner Executive Young Professionals
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Trent H

Series 66

Conroe, TX

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ligia A

Series 66

Conroe, TX

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Natalie J

Series 66

Conroe, TX

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Jessica E

Series 66

Willis, TX

Morgan Stanley

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.

General estate planning guidance
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Mary S

Series 66

Montgomery, TX

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Edmond C

Series 63, Series 65, Series 66

Montgomery, TX

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Linda S

Montgomery, TX

Savoy Investment Management, Inc.

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.

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