Debra Rosenthal Ritter is a CFP® with 36 years of industry experience, currently serving at Retirement Management Systems. Her prior roles include positions at Geneos Wealth Management Inc, Capital Asset Advisory Services, LLC, WFG Investments, Inc., and RosRit Financial Group, LLC. Outside of advisory work, she is involved in home care services plan sales. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients and retirement plans. The firm uses risk-based model portfolios developed with LSA Portfolio Analytics and serves a high number of clients with substantial assets under management.

Nelson Gonzalez is a financial advisor with Amicus Financial Advisors, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked with Amicus since 2011 and also serves as a firefighter and EMT with the Houston Fire Department. Additionally, he operates a business consulting firm, Nelson Gonzalez & Associates LLC. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive vehicles, managing approximately $511 million on a discretionary basis.

Ricky Moore is a financial advisor at Arkadios Wealth Advisors with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including SagePoint Financial and The Oak Financial Group, where he serves as president. Outside of his advisory role, Moore is a minister and pastor at Brazoria Church of Christ, involved in teaching, counseling, and church financial planning. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs an integrated operating model with an internal portfolio team offering discretionary management and a variety of investment strategies.

Michael Degan is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Appreciation Financial, Bluebell Construction, and Team Velocity Marketing. Outside of his advisory role, he is involved in insurance and annuity sales as a field sales associate. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for about 4,000 clients.

Jeremy Vernor is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 credential and bringing 21 years of industry experience. He has worked at Arkadios Wealth Advisors since 2021 and previously worked at Sagepoint Financial and The Oak Financial Group. Vernor is a board member and finance committee chair of the Brazoria County Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans, portfolio reporting, and financial planning, supported by an internal portfolio team that delivers models, strategies, and trade execution across diverse asset classes.

Patrick Beale is a financial advisor at Merit Financial Advisors with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Global Wealth Advisors, and LPL. Outside of his advisory work, he is co-owner of Pearland Elite Training Center, LLC, a teaching and coaching business operated by his wife. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves, overseen by a central Investment Management team and committee, while allowing advisors flexibility in portfolio management.

Shelby Moore is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Arkadios Wealth Advisors in 2021, Moore worked at SagePoint Financial and The Oak Financial Group. Outside of finance, Moore owns Wild Rose Ranch, a horse stable business operated by his daughter. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a multi-strategy approach that includes fundamental, technical, and cyclical analysis.

James Rodgers is a financial advisor with Arkadios Wealth Advisors in Angleton, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at SagePoint Financial and The Oak Financial Group, which he still owns. Rodgers is also a Dave Ramsey-approved financial coach and teaches Financial Peace University classes. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs fundamental, technical, and cyclical analysis and supports discretionary account management with an internal portfolio team that offers models and trade execution across multiple asset classes.

Jeffrey Fattig is a CFP® professional affiliated with CWM, LLC, who has 21 years of experience in the financial services industry. His career includes roles at Cetera Advisor Networks and LPL Financial, along with over a decade at CWM, LLC and in retirement planning and wealth management. He is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Richard Robie is a financial advisor with CWM, LLC who holds a Series 63 designation and has 41 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC and LPL Financial LLC. Outside of his advisory work, he serves as vice president of membership for Brazosport Toastmasters Club and is president of the Rotary E-Club of Houston. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis through model portfolios governed by an internal Investment Committee.

Juan Velazquez is a financial advisor with PNC Wealth Management in Angleton, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PNC Investments LLC, Bank of America, Merrill, and VALIC Financial Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Jeffery Wilkins is a financial advisor with Eagle Strategies (NY Life) in Roasharon, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at NBC Securities for 21 years before joining Eagle Strategies and affiliated firms in 2025. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Devin Knapp is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Weaver & Tidwell, LLP. Outside of his advisory role, Knapp coaches group fitness classes at a CrossFit gym in Richwood, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Jeremy Findley is a financial advisor with Edward Jones in Sweeny, TX, holding a Series 66 credential and seven years of industry experience. Before joining Edward Jones in 2018, he worked at Formosa Plastics Corporation, Infinity Maintenance, and South Texas Project/G4S Secure Solutions. Outside of his advisory role, he is involved in real estate owner financing. 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 range of discretionary and non-discretionary investment strategies, maintaining a significant retail advisor and branch network.

Christine Kiang is a financial advisor at Edward Jones with over one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Texas Dow Employees Credit Union for 17 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment solutions.

Matthew Shoemaker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Flowserve Corporation for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Kyle Mc Lachlan is a financial advisor with Ameriprise in Manvel, Texas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he worked at Surveying and Mapping, LLC and Texas A&M University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

Sonja Nelson is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones investments since 2016. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

Elizabeth Brooks is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has prior experience in marketing and wellness-related roles. Outside of her advisory work, she teaches weekly group fitness classes, including yoga, at the UTMB Wellness Center and the City of Angleton Recreation Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 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.

Richard Rimato is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Sagepoint Financial, Inc., Princor Financial Services Corporation, and Bankers Life Company. Outside of advisory work, he has been involved in life and health insurance sales and prepares tax returns for friends and family. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines advisory and brokerage services with access to third-party money managers and uses technology-driven asset allocation and portfolio management tools.