Dylan Jacobs is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in roles at Motor Controls Inc and Dynamic Systems Inc. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized employer advisory programs.

Matthew Logan II is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has held various roles in the financial services sector including analyst, trader, and portfolio manager before transitioning to his current position. His advisory approach is based on effective communication, integrity-based professionalism, and continuous market education and awareness. Matthew holds undergraduate degrees in business and philosophy from the University of Texas at Austin and an MBA in Financial Services Management from the University of Houston. He is registered with FINRA holding Series 7, 63, and 65 licenses and holds the Personal Investment Advisor (PIA) designation. He speaks both English and Spanish. Outside of his professional role, Matthew is actively involved in his community, contributing to organizations such as Kingwood Forest Cove Little League, Martha's Kitchen, Northwest Aquatic League, and the Gulf Coast Regional Blood Center. He also served two years with the US Peace Corps in Panama where he worked with the Ngabe Bugle community teaching small business practices. Matthew and his family reside in Kingwood, TX, where they enjoy outdoor activities and gardening and are members of St. Martha's Catholic Church.

Brent Williams is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and 21 years of industry experience. His career includes roles at J.P. Morgan Securities, American National Bank of Texas, and multiple positions within BBVA entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its large network of investment adviser representatives.

Candace Mccormack is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors for 12 years before joining Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Thompson is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Grassroots Church from 2016 to 2019. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Jesse Esbeck is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked for the Attorney General of Texas for 13 years before joining Edward Jones in 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristen Rieger is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has held this role since 2026, focusing on delivering personalized service and long-term partnership to her clients. Prior to her current position, Kristen worked as a Financial Consultant at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she was a Financial Solutions Advisor at Merrill Lynch - Bank of America from 2022 to 2024, gaining experience in wealth management and financial consulting. Kristen emphasizes a commitment to her clients' goals and legacy, ensuring a service experience characterized by discretion and foresight.

Jonathan Ginsburgh is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2018, following prior roles at Infinex Investments, Inc. and Iberia Financial Services. He is based in Houston, TX. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform that provides access to affiliated and unaffiliated model portfolios and third-party managers.

Kristina Rossi is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2000. Outside of her advisory role, she holds power of attorney for an entity named K M. S in Spring, Texas. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Reza is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Banc One Securities Corporation. In addition to his advisory role, he is involved with Advisors Financial Group, Inc. and Prelle Financial Group Inc., where he is engaged in the sale of life insurance products including traditional life insurance and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Chase Michna is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Wealth Design Group from 2019 to 2021. Chase partners with clients to develop financial plans tailored to their short and long-term goals. His professional experience spans investment consulting, financial planning, and client advisory services. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chase has interests in fitness, golf, outdoor adventures, and spending time with pets.

Patrick Falcon is a financial advisor with Cetera and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Avantax Investment Services and 1st Global Advisors. He also operates his own wealth management entity, Patrick A. Falcon, PC, based in Houston, TX. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures and custodial relationships.

Rhonda Barclay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Merrill from 2003 to 2009. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic, tactical, and alternative investment options.

Bilal Alsaleh is a CFP®-designated financial advisor with over 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. He is based in Houston, TX. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework in some recommendations.

Stephen Levine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Cetera and its affiliate firms since 2013 and is also the owner of Tradewins Financial, LLC. Outside of his advisory role, Levine participates in bass fishing tournaments as a sponsored fisherman. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.

Trina Duhon Aams is a financial advisor at LPL Financial with 26 years of industry experience. She has held positions at LPL Financial since 2014 and previously worked at Edward Jones from 2011 to 2014. Her credentials include Series 63 and Series 65 registrations. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Neal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies designed around his clients' life priorities, collaborating to align financial plans with what matters most to individuals and their families. Justin leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive portfolio management and financial planning services. His client focus areas include retirement income, legacy planning, socially responsible and ESG investing, tax minimization, college education planning, and individual and corporate investment strategies. With a Bachelor’s Degree from Colorado School of Mines and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin has developed a breadth of knowledge in personal, business, and advanced financial planning strategies. He aims to build lasting relationships by supporting generational wealth creation and transfer while managing portfolios designed to perform across various economic conditions. Justin serves diverse clients including high-net-worth professionals, helping them to retire successfully and maintain long-term financial stability. Beyond his professional role, Justin is actively involved in community organizations such as Baytown Broncos Youth Football, the CIS Board, East Harris County Empowerment Council, Faith and Family Church, GCCISD, Holy Family Catholic Church, and Knights of Peter Claver. He enjoys personal interests including basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Lance Hutchins is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and operates a family farm specializing in hay sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brayden Kowalski is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raytheon Intelligence and Space and Cirrus Aircraft. 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.