Caleb Clark is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in the education sector with Cameron Independent School District and was involved with the American Football Coaches Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Jason Harris is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2019. Outside of his advisory role, he serves as a committee member on the executive council of Oak Ridge Baptist Church. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client goals.

John Baker is a financial advisor with Edward Jones in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Joseph Oliver is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Equitable Advisors since 2026 and previously held roles at Stifel Independent Advisors, Morgan Stanley Private Bank, and Edward Jones. Equitable Advisors serves a diverse range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management. The firm utilizes various advisory programs, including third-party managed accounts and its SAM program, and delivers services through a large network of Investment Adviser Representatives.

Brittney Stephens is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and investment adviser.

Laurie Miller is a CFP® and Series 66-licensed financial advisor with Edward Jones in The Woodlands, TX, bringing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Arnold is a CFP® professional with 18 years of experience in the financial services industry, currently serving at Edward Jones since 2008. He holds a Series 66 license and 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Reed is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he is active as a guest evangelist at churches of Christ in the greater Houston area, serves on the board of a prostate cancer support group, and is a board member of the Houston chapter of the Stanford Black Alumni Association. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Rivera is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior roles at Wells Fargo and BBVA Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Scott Dean is a financial advisor with LPL Financial in Montgomery, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. 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 services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented through a large network of advisors.

Casey Heathcott is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2011. He is based in Conroe, TX, and holds the Series 66 designation. Outside of his advisory role, Heathcott is a board member of Love Fosters Hope in The Woodlands, TX, where he contributes to the governance of the organization's stability and growth. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients across individual and institutional sectors. The firm offers a range of investment advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Jose Padron is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Phillip Owens Jr. is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Meredith Moss is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in education for 19 years with Klein ISD and Conroe ISD. 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 programs, including both discretionary and non-discretionary strategies, with services that encompass tax-efficient investing and alternative investment options.

Oriana Bonsembiante is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, she worked at Strategic Financial Solutions and held teaching positions at several schools. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Willard Marett is a Series 66-licensed financial advisor at Merrill with one year of industry experience. His prior work includes roles at Bank of America, Prahit Enterprises LLC, and the University of Houston, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

April Campbell is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2022. Outside of her advisory role, she serves as secretary of the Bellago Community Improvement Association, participating in quarterly meetings to address homeowners association matters. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of portfolios through affiliated and unaffiliated sub-advisers.

Peggy Bowers is a CFP® with 37 years of industry experience, currently serving at J.P. Morgan Securities. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018, with prior experience at Texas Commerce Bank dating back to 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary program recommendations supported by an in-house manager solutions team and centralized due diligence.

Roger Walker is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 11 years of industry experience. He has been with JPMorgan in various roles since 2016, currently based in The Woodlands, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Rachel Clark is a Certified Financial Planner® (CFP®) with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Jaguar Fueling Services, LLC for four years. 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. The firm offers a range of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.