Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

Alfredo Felicella is a CFA® charterholder and registered investment advisor with three years of industry experience. He is the sole advisor at Cypress Lane Advisors in Galveston, TX, where he has worked since 2023. Prior to that, he was self-employed and worked at Imaging Brands, Inc. from 2018 to 2021. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, and small business owners. The firm uses an asset-allocation framework with a macroeconomic overlay, primarily investing in ETFs and no-load mutual funds, while employing leverage, derivatives, and limited cryptocurrency exposure in client portfolios.

Jason Hardcastle is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, where he has worked for nine years, he was employed at the University of Texas Medical Branch for seven years. Outside of advising, Hardcastle serves on several boards in Galveston, including as board president of Galveston Urban Ministries and trustee roles with Knights of Momus, the Rosenberg Library, Galveston Park Board of Trustees, and Galveston College. He also holds passive ownership in a local business, Empouria, LLC, and is a candidate for Galveston City Council District 6. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports its independent investment adviser representatives with diverse portfolio management options, various analytical approaches, and fiduciary services through discretionary and non-discretionary accounts.

Elizabeth Kassen is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Bank of America, Merrill, and LPL Financial. Outside of her advisory role, she tutors individuals preparing for FINRA exams and manages a horse boarding business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

James Matthews is a Series 66 licensed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. His prior roles include positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, Matthews is a part owner of an automotive business, Matthews, Inc., where he provides business development assistance. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning and access to alternative investments through the CAIS platform. The firm’s approach blends fundamental and technical analysis with a strong emphasis on non-discretionary assets and integrates lending and cash-management solutions.

Gabriel Gulotta is a financial advisor with PNC Wealth Management in Galveston, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. He also worked with the International Longshoremen's Association for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Marcia Brassieur is a financial advisor with Merrill based in Galveston, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a director and board member of J-Tech, LLC, a family-held consulting business in Santa Fe, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Andrew Harrity is a financial advisor at Edward Jones in Texas City, TX, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Edward Jones and academic positions at Texas Tech University and the University of Houston Clear Lake. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Samuel Malchar is a financial advisor at Edward Jones in Galveston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Eric Davenport is a financial advisor with LPL Financial in Dickinson, TX, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 17 years of industry experience, including prior roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, Inc., Anico Financial Services, Inc., and American National Insurance Company. He is also associated with AMOCO Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.

Nestor De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, portfolio management services, women and wealth, tax minimization, and retirement income. Nestor brings more than 40 years of experience in the financial services industry to his role, emphasizing a comprehensive approach that begins with listening to clients to understand their individual financial goals. He holds a Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nestor completed his high school education at Patrick Henry and is fluent in both Spanish and English. Outside of his professional work, he enjoys activities such as bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

Timothy Wampler is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background as a former engineer from a major oil and gas firm to his role, where he provides financial advice to individuals, families, and small businesses. Timothy focuses on understanding clients' personal perspectives and priorities to develop strategies that align with their unique goals. His expertise includes general investing, retirement planning, and saving for unexpected events. Timothy holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). He earned a Master's Degree from Harvard University and a Bachelor's Degree from Texas A&M University System. Outside of his professional work, Timothy enjoys running, spending time with his family, and traveling. He emphasizes a client-centered approach to financial planning, aiming to make wealth management a transparent and collaborative process.

Matthew Thompson is a Series 66-licensed financial advisor with Edward Jones, based in Galveston, TX, with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nalco Water and International Cooling Tower. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Michael Warren is a financial advisor with Edward Jones in Texas City, TX. He holds the Series 66 designation and has over 10 years of industry experience, including a decade at Schorre & Associates, LLC prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a national network of more than 23,000 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds.

Gary Davis is a financial advisor with Merrill in Galveston, TX, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Merrill since 1982 and concurrently with Bank of America since 2011. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Callaway is a financial advisor with Edward Jones in Texas City, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Anthony Benzaia is a financial advisor with Edward Jones in Santa Fe, Texas. He holds a Series 66 designation and has prior work experience at ExxonMobil and the U.S. Air Force. Benzaia joined Edward Jones in 2025. 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 operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Logan Mclaughlin is a financial advisor at Fidelity with 11 years of industry experience and holds Series 63 and Series 65 designations. He has been with Fidelity and its affiliated brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Matthew Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual financial goals, including college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Matthew holds a Master in Accounting (MAcc) from The Ohio State University Fisher College of Business and a Bachelor in Business Administration with an emphasis in Accounting from the California State University System. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is fluent in English and Dutch. In his personal time, Matthew enjoys activities such as billiards, boating, bowling, golfing, hiking, horseback riding, hunting, music, softball, and spending time with his family. His professional philosophy centers on helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

Carmen Warren is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in finance, she worked at Texas A&M University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelley Delesandri is a CFP®-designated financial advisor with three years of industry experience. She currently works at Edward Jones and previously held roles at Bank of America/Merrill Lynch and American Express. 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 and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a national network of over 23,000 advisors and 15,000 branch offices.

Travis Magliolo is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served eight years in the United States Marine Corps. Magliolo is also the elected Mayor of the City of Dickinson, Texas, where he leads the city council. 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 under management and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

John Eyster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at CUNA Mutual Group, CUNA Brokerage Services, Comerica Securities, and Lincoln Financial Distributors. He also serves as a temporary director on a nonprofit board. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources.

Lee Skipper is a financial advisor with Wells Fargo Advisors in Texas City, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he spent 15 years with Raymond James Financial Services and its affiliate. Outside of his advisory work, Skipper is a trustee at the First Baptist Church of Texas City and operates a sportfishing guide service through Pescador, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of specialized planning, utilizing Wells Fargo research and tools to develop tailored recommendations delivered directly to clients.

Brian Dluzniewski is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has been involved with offering individual health insurance through Golden Rule Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering model portfolios and research from various sources.

John Mc Auliff is a Series 66-licensed financial advisor at Edward Jones in Galveston, TX, with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for three years at Vitality Dental Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Lauren Millo is a financial advisor with Edward Jones in Galveston, TX, holding a Series 66 designation and over one year of industry experience. Her prior experience includes roles at Moody National Bank and involvement with Galveston Island Meals On Wheels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. 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 affiliated mutual funds.

Susan Hill is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 designations and has served as President of Aventura Family Office and Aventura Partners, LLC. Hill also acts as Trustee for a family bypass trust. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non‑discretionary planning and advanced analytical tools.

Jeffrey Heard is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2003. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

David Rogers is a Series 66 licensed advisor with Edward Jones in Galveston, TX, where he has worked since 2007, totaling 20 years of industry experience. He has spent his entire career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Klibert is a financial advisor with Edward Jones in Dickinson, TX, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Klibert serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies through a nationwide network of advisors and branch offices.

Henry Harrity is a financial advisor at Edward Jones in Texas City, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Mary Boul is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Mitchell Morgan is a Series 66 licensed financial advisor with Wells Fargo Advisors in Texas City, TX, bringing two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Raymond James Financial and Raymond James Financial Services, Inc. He has also held roles outside the financial industry, including positions at the University of Houston and Gators Family Restaurant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Patrick Mc Donald is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2010. He serves as President of the Board of Directors for CASA of Galveston County, a charitable organization. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Flanagan is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies designed to pursue their long-term goals. Sean emphasizes understanding each client's full financial picture to create flexible strategies suited to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management, legacy and philanthropic planning, managing new wealth, special needs planning, small business strategies, tax minimization, retirement income, and serving clients in sports and entertainment sectors. Sean holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sean attended Clear Falls High School and the Texas Tech University System, although no degree was conferred. He participates in community organizations through volunteering and has personal interests that include camping, cooking, fishing, football, golfing, hunting, running, skiing, spending time with family, and surfing.

Samuel Collins III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he serves as an associate minister at Greater St. Matthews Baptist Church and is involved in community events and historical speaking through his sole proprietorship, Wild Lion Productions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes asset allocation tools and third-party platforms to construct portfolios with various investment types, catering to both discretionary and non-discretionary accounts.

Joshua Nuss is a financial advisor with Edward Jones in Dickinson, TX, holding a Series 66 designation. He has one year of industry experience, having spent over two decades at Albertsons Companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.