Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

James Crawford Jr. is a financial advisor at JHM Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at Fruth Investment Management for seven years before joining JHM Asset Management in 2018. JHM Asset Management is an independent registered investment adviser that offers discretionary investment management and consulting services primarily to individual and high-net-worth clients, as well as corporate plan participant accounts. The firm creates tailored, long-term investment plans using fundamental, technical, and cyclical analysis and is notable for actively servicing corporate accounts through an outsourced platform.

Andrew Hauch is a financial advisor at Increase Consultants LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Increase Financial, LLC since 2016, including a two-year period at LPL Financial, LLC. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach involving fundamental analysis and multi-step portfolio management, serving clients with family-office style reporting and various investment vehicles.

Marcus Ford is a financial advisor at Increase Consultants LLC with six years of industry experience. He holds a Series 65 designation and has been with Increase Consultants since 2018. In addition to his advisory role, he has been affiliated with Texas Southern University since 2008. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach and offers family-office style reporting, non-investment consulting, and 401(k) education and plan monitoring.

Eric Miller is a financial advisor at Increase Consultants LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC since 2016. Outside of his advisory role, he serves as president of an affiliated insurance agency. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, globally diversified investment approach and offers family-office style reporting, portfolio management, and non-investment consulting.

Chanell Carter is a financial advisor with Principal Financial Services in Rosenberg, TX, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Principal Funds Distributor, Principal Securities, Principal Life Insurance, SunAmerica Capital Services, and VALIC Financial Advisors. Outside of her advisory work, she is a partner in an LLC involved in managing rental properties and related services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Liliana Barajas is a financial advisor with PNC Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining PNC, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2026. She also has experience in the food service and community sectors through roles at Craft Cuisine Ocala and Latinos Y Mas. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Damian Kimmons is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Edward Jones, and JPMorgan Chase Bank. Outside of finance, Damian is involved in martial arts instruction through his roles at Be Like Water BJJ/MMA and Houston Karate Academy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeff Hill is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1992 and also served at Ranchland Energy, LLC from 2015 to 2024. Outside of advising, he owns J Bailey Holdings, LLC, established primarily to manage a personal gold IRA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal setting, with a distinctive affiliation to municipal advisory services and a range of specialized programs.

Michelle Morris is a financial advisor at OSAIC with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Triad Advisors and Primerica. In addition to her advisory role, she is involved in educational tutoring and hosts seminars on non-securities topics. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and a range of investment products to manage portfolios on discretionary or non-discretionary bases.

Toribio Lopez Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. In addition to his advisory role, he has been affiliated with Texas A&M University-Commerce since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Muna Malik is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.

Carlos Regueiro is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Comcast and T-Mobile. Outside of his advisory role, he is an owner of rental property in Richmond, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, notable for its extensive advisor network and affiliated financial capabilities.

Clayton Nall is a financial advisor with LPL Financial in Sugar Land, TX, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Brad Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at NEXT Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Monte Piper III is a Series 66 credentialed financial advisor with Edward Jones in Sugar Land, TX, with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions in education with multiple independent school districts. He is also listed as a manager of Piperstein, LLC, an online marketing business that remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branches.

Jeffrey Schaberg is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Triad Advisors and Sirius Solutions, LLLP. He is also involved with Consolidated Planning Group, providing consulting services focused on special needs planning, including Social Security, cost of care, guardianship, and related benefits. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and strategies for portfolio construction and supports multiple advisory platforms, including legacy program transitions and model account solutions.

Hayley Prazak is a CFP® professional with three years of experience currently serving as a financial advisor at Edward Jones. Prior to her financial advisory role, she participated in the Disney College Program and worked at Maven Made Hair Co. as a receptionist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ahmed Elghitany is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Merrill and Bank of America and has also been employed with companies outside the financial sector, including DoorDash and Lyft as a contractor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset‑allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non‑discretionary basis, with clients retaining final decision-making authority.

Richard Patton II is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2005. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tanya Stringer is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at UNLV Medicine and Harris Health System, with a one-year sabbatical in 2019. Outside of advisory work, she is the owner of JNO, LLC, a venture focused on designing women's executive clothing and accessories, and serves as a volunteer board member for YMDQ, LLC, assisting with strategic planning and outreach efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.

Allison Schaberg is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at Triad Advisors, Inc. and Ameritas Investment Corp, and has been involved with Houston Patient Advocacy since 2013. In addition to her advisory role, she provides special needs consulting, medical bill advocacy, and social security maximization analysis through Consolidated Planning Group, where she serves as general agent and owner. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment products and supports both discretionary and non-discretionary account management.

Jonathan Davila is a financial advisor at Edward Jones with eight years of industry experience. He has previously worked at JP Morgan Chase Bank, Merrill Lynch Inc, and Bank of America NA. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Uchechukwu Obi is a financial advisor at Merrill with seven years at the firm and a total of nine years of industry experience. He holds the Series 66 designation. Prior to Merrill, he worked at Bank of America, N.A., Nov Fiberglass, and Zenith Bank PLC. Outside of his advisory role, he works as a part-time rideshare and delivery driver. 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 individuals, high-net-worth clients, and institutional investors.

Cinthia Hoegemeyer is a financial advisor at Edward Jones with 14 years of industry experience and holds the CFP® and Series 66 designations. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved with Heckmann Farms in Wallis, 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jodi Le Nguyen is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her career includes nine years at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities and six years at Capital One Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s process incorporates an ESG eligibility framework and focuses on customized, non-discretionary advisory services delivered by a select group of wealth advisors.

Aurian Faridi is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory work, he is a managing member and owner of Toridi LLC, a holding company for personal investment assets. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside brokerage and investment management capabilities.

Laurie Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Missouri City, TX, and has four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill, Bank of America, Grand Canyon University, and Ascena Retail Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Nathan Smith is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and has seven years of industry experience, including seven years at Cameron, a Schlumberger Company, prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by affiliated mutual funds and specialized investment options.

Jeffrey McClellan is a financial advisor at Cetera with 8 years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he worked at Avantax Investment Services for six years and has operated his own CPA firm, Jeffrey C. McClellan, CPA, PLLC, since 2010. He serves as a board member of the Rosenberg Railroad Museum and is treasurer of the nonprofit Attack Poverty. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and retirement services across multiple program structures.

Allison Stark is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Akedis, DIVA Built & PETRA Built, Brand Advantage LLC, Oracle Netsuite, and Katy Cares Inc. 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 solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Brandon Curtis is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Andrew Hemingway is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at First Command Advisory Services and affiliated firms for three years. Outside of advisory work, he manages a mineral interest business through Sooner OG, L.L.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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, providing both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and its own research.

Corey Ingram is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He joined J.P. Morgan Securities in 2017 after two years with Prudential Insurance Company and Pruco Securities. Outside of his advisory work, he pursues woodworking as a hobby and occasionally photographs and films for his wife's business. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Triad Advisors and Primerica Advisors. Outside of his advisory role, Morris is the owner and head brewer of Sport Suits Brewing Company, a brewery and taproom in Missouri City, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple platform programs and managed-account solutions.

Keith Patterson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax, and Securities America. He is involved outside of his advisory work as the treasurer of the Fort Bend Christian Academy Booster Club, which supports athletic teams. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios from internal and third-party sources.

Herbert Bender is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2007. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Carly Voyles is a financial advisor at Edward Jones in Rosenberg, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Baker Botts LLP for two years and has experience at PricewaterhouseCoopers and Southern Methodist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services.

Tahir Khursheed is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and Uber prior to his current role. J.P. Morgan Securities 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 brokerage and investment management capabilities.

Maria Salguero is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she is involved as a contractor in a pool rental business through Swimply. J.P. Morgan Securities 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 non-discretionary advisory model. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Glenn Schmidt is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked for Edward Jones from 2006 to 2024. Outside of his advisory role, Schmidt owns and manages Needville Financial Advisors, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Winona Ward is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2002 and holds Series 63 and Series 66 designations. Outside of her advisory role, she assists with recordkeeping and check signature duties for her husband’s HVAC business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Camber Jones is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Jones worked at Edward Jones for ten years. Jones also manages an independent advisory business, Needville Financial Advisors, where he works directly with clients to manage accounts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.