Katie Kovich Edling is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial and Strategic Wealth Advisors Group. Outside of her advisory role, she is an owner of The KME Group, a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Megan Larsen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in education for eight years at Katy ISD and Galena Park ISD. Outside of finance, Larsen owns and operates Megan Larsen Photography, where she manages and delivers photographic services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Jessica Redman is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise since 2016 and previously at MetLife from 2011 to 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Brandy Suchecki is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. In this role, she partners with clients to co-create financial plans aimed at reducing uncertainty and building confidence in their financial futures. Brandy's professional experience includes roles as a Registered Customer Service Associate at UBS Financial Services Inc. from 2014 to 2021, and as Director of Operations at Integrated Benefits Solutions, Inc. from 2004 to 2014. Outside of her professional work, Brandy's personal interests include board games, cooking and baking, hiking, painting, photography, and reading.

Carmen Stanford is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2007. She has been with Fidelity since 2000, starting as a Financial Consultant before her current position. Prior to joining Fidelity, Carmen worked as a Financial Planner at Ameriprise from 1997 to 2000. With over 20 years of experience in financial planning, Carmen focuses on creating comprehensive financial plans tailored to her clients' needs. She emphasizes understanding her clients' objectives and developing strategies designed to be effective both now and in the future. She holds an Arkansas Insurance License. Outside of her professional activities, Carmen's personal interests include family activities, fitness, lake-related activities, skiing, and traveling.

Katherine Cruz is a financial advisor at Merrill with 11 years of experience at the firm and 8 years in the industry. She holds a Series 66 designation and is based in Houston, TX. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Aleksey Reznikov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley, and Wells Fargo Clearing Services 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. Its 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.

Joanne Resh is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and bringing 26 years of industry experience. Her prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of her advisory work, she is an owner of a rental property. MassMutual 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-oriented recommendations.

Jonathan Cheatham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with various divisions of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm delivers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ormand O'Neal is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Bank of America and Merrill. Outside of his advisory role, he is co-owner of a rental real estate LLC with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a range of portfolio management styles.

James Bank is a Financial Advisor at Merrill Lynch Wealth Management with eighteen years of experience in wealth management and institutional financial services. He began his career as a publishing research analyst covering small-cap industrials at Sidoti & Co. and later Citigroup. He then joined UBS Wealth Management as an equity specialist and advanced to serve as Head of Equity & Debt Syndicate and Head of UIT Sales & Product Development before his current role at Merrill. James holds a Bachelor of Arts degree from Pennsylvania State University and an MBA from the Fordham University Gabelli School of Business. He maintains FINRA Series 7, 24, 63, 66, 79, 86, and 87 registrations and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, James has interests in adventure sports, cooking, fishing, football, hunting, ice hockey, skiing, and spending time with his family.

Marcel Theriot is a financial advisor with LPL Financial in Houston, TX, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His prior roles include positions at Houston Federal Credit Union, CUSO Financial Services, and Generations Community Federal Credit Union. He also serves as Chief Financial Officer at Houston Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a wide range of advisory and brokerage services.

Clinton Sepolio is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and over 28 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as treasurer for the Heights-Reagan High School Band Booster Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Baxter Woodard is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kevin Hanath is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years with Right at Home in Brenham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Robert Bauer is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with UBS Financial Services since 2017 following ten years spent as a student. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Brendan Neal is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Fidelity Investments and previously worked at LPL Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a research-driven, quantitative investment process that incorporates algorithmic portfolio construction and manages model portfolios using mutual funds, ETFs, and ETPs.

Charissa Skinner is a financial advisor at Edward Jones with 11 years of industry experience and holds Series 66 and Series 63 licenses. She has been with Edward Jones since 1996. 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 over $1 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.

Jeffrey Keown is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a combined total of 26 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of strategic and tactical investment approaches.