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.

Jeffrey Fattig is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior experience includes roles at Cetera Advisor Networks LLC and LPL Financial. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care insurance products. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee and supported by a range of customized solutions and third-party partnerships.

Richard Robie is a Series 63–licensed financial advisor with over 41 years of industry experience. He is affiliated with Carson Wealth and has previously worked at firms including Cetera Advisor Networks LLC and LPL Financial. Outside of his advisory role, Robie serves as president of the Rotary E-Club of Houston and is vice president of membership for the Brazosport Toastmasters Club. He is associated with CWM, LLC, an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored investment solutions.

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.

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. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Anthony Lopez is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 25 years of industry experience, having previously worked at Merrill, LPL Financial, Titan Retirement Advisors LLC, Calton & Associates, Inc., and Morgan Stanley. In addition to his advisory role, Lopez operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment approaches, including proprietary model strategies and access to outside managers, and offers both discretionary and non-discretionary portfolio management across multiple custody platforms.

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 at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones for ten years. Located in Lake Jackson, TX, her career has been focused within a single firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jeffrey Shoemaker is a financial advisor with Edward Jones in Lake Jackson, TX, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hugh Stangeland is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Neuberger Berman and Lord Abbett Distributor LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Dewayne Gerber is a financial advisor with LPL Financial based in Lake Jackson, TX. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including 11 years at PFS Investments Inc and Primerica Financial Services. Dewayne also serves in a fiduciary capacity for the David and Jacqueline Gerber Living Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Kenneth Tucker is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Nawah Nuclear Generation Company and South Texas Project. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Amanda Mize is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Elaine Polemenakos is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients for over a decade. She focuses on delivering wealth management services to professionals, business owners, retirees, and their families, aiming to provide customized investment strategies that align with clients' personal financial goals. Her areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, and retirement income. Elaine holds a Juris Doctor degree from the University of Texas School of Law and a bachelor's degree in Psychology from Texas A&M University. She carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). While she was formerly an attorney, she does not provide legal advice in her current role. Outside of her professional work, Elaine is involved in community organizations such as Brazosport Cares Food Pantry, Brazosport Center Stages, Brazosport Fine Arts Council, and the SPCA of Brazoria County. Her personal interests include reading, traveling, spending time with her family, and watching movies.

Josh Beall is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones 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 strategies, including wrap fee portfolios and separately managed accounts, operates under a fiduciary standard, and supports its services with affiliated mutual funds and a trust company.

Derrick Mcelwee Sr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His career includes prior roles at Chase Bank, J.P. Morgan Securities, and Chase Investment Services Corp. He also serves in a financial institution role with TDECU Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

Dean Elliott is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 designation and has worked with several firms, including LPL Financial and Commonwealth Financial Network. Elliott is also involved with Elliott Wealth Management LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Bethany Davis is a Series 66-licensed financial advisor with 19 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Ameriprise and Texas Dow Employees Credit Union. Outside of her advisory work, she owns a photography business based in Brazoria, Texas. 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 a broad range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

James Broaddus is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Next Financial Group Inc for 18 years. Broaddus volunteers with the Pregnancy Help Center, a nonprofit organization in Lake Jackson, Texas. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with account management delivered by investment adviser representatives using a range of strategic, tactical, and customized investment approaches.

Warren Heckendorn II is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and LPL Financial. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and tools, with planning services that cover areas such as retirement, education, and business-owner transition planning.

Brittany Odom is a Series 66-licensed financial advisor with Edward Jones, based in Lake Jackson, TX, with two years of industry experience. She has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Grant Townsend is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients understand financial planning by breaking down complex topics into clear and straightforward guidance. Grant takes the time to learn what matters most to his clients, including their goals and concerns, to build personalized plans that address investing, retirement preparation, and unexpected financial needs. Grant holds a Bachelor's Degree from Sam Houston State University and has earned the Personal Investment Advisor (PIA) designation. His approach includes providing ongoing support to ensure financial plans adapt as clients' lives change. Born and raised in Lake Jackson, Texas, Grant is also committed to giving back to the community that shaped him. Outside of his professional work, Grant's interests include baseball, fishing, golfing, reading, and watching movies.

Francis Ross is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior experience includes roles at Hartford Funds Management Company, Neuberger Berman, Oppenheimerfunds, and Curian Capital. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kane Johnson is a Series 66 licensed financial advisor with Edward Jones, based in Lake Jackson, TX, and has two years of industry experience. His prior roles include positions at The Trade Group and HumCap, and he has been involved with the Lake Jackson Swim Team since 2017. Johnson is a co-owner of Lone Star Dog Run, a pet service company in Grapevine, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Travis is a financial advisor with Ameriprise in West Columbia, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over a decade with Ameriprise and its affiliated entities. Outside of his advisory role, he is involved in cattle raising through a business venture and holds independent insurance brokering licenses with multiple major providers. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendation reports developed through algorithmic and research-driven methods. The firm combines advisory, brokerage, and insurance solutions primarily for clients meeting specific eligibility criteria for retirement income planning.

Austin Travis is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and previously worked at United Ag and Texas A&M University, as well as managing a commercial cow-calf operation for eight years. Travis serves on the Board of Directors for Brazosport Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, utilizing a centralized service team and a range of proprietary and third-party analytic tools.

Ryan Follett is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Charles Schwab from 2015 to 2019 before joining Merrill in 2019. Outside of his advisory role, he serves as a power of attorney for a family member. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tina Tucker is a Series 66 licensed financial advisor with Edward Jones in Lake Jackson, TX. She has been with Edward Jones since 1994, accumulating 32 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Irma Callaway is a financial advisor with Edward Jones in Lake Jackson, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Sotiros Polemenakos serves as Senior Resident Director and is the founder of The Polemenakos Group at Merrill Lynch Wealth Management. He specializes in providing wealth management services tailored to professionals, business owners, retirees, and their families. His practice focuses on areas including tax-efficient wealth management strategies, retirement income planning, estate, legacy and trust services through Bank of America Private Bank, executive compensation strategies, and credit and lending services via Bank of America, N.A. Before entering the financial services industry in 2000, Mr. Polemenakos had a long career as a research chemist. He holds a Bachelor's degree in Chemistry from Eastern Nazarene College and a Master's degree in Physical Chemistry from Duke University. He has earned the CERTIFIED FINANCIAL PLANNER® professional designation, along with CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years. Mr. Polemenakos’s background includes fluency in English and Greek. His client focus includes family wealth management, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income.

James Beall is a Series 66-licensed financial advisor with Edward Jones in Lake Jackson, TX, where he has worked since 2012. He has 13 years of industry experience. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Lovell is a CFP® professional with 11 years of experience at Edward Jones, where he has worked since 2015. He also serves as a Chief Petty Officer in the U.S. Navy Reserve, a position he has held since 2011. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Lisa Pauls is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and institutions to identify their financial concerns and design integrated strategies to meet their objectives. Lisa provides tailored financial approaches, focusing on areas such as investment management, retirement strategy, cash flow analysis, trust and estate planning, lending services, and philanthropy. Her clientele includes professionals from diverse industries, multi-generational families, and non-profit organizations, some of whom are navigating significant life transitions. Lisa began her career with Merrill Lynch Wealth Management in 2008 after eighteen years in executive roles within non-profit organizations. She holds a Bachelor's Degree from Indiana State University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with professional organizations such as the Lake Jackson Church of Christ, Kingdom Advisors, and the CFP Board. Outside of her professional role, Lisa is active in her community through participation in Bible Study Fellowship, the Brazosport Rotary Club, and the Lake Jackson Development Corporation. She enjoys genealogy, hiking, music, reading, running, singing, spending time with her family, swimming, traveling, and watching movies.

Scott Ross is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Bridgestone/Firestone Americas for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside additional affiliated financial services.