Salim Nathani is a financial advisor at Benzer Capital with 24 years of industry experience and holds a Series 66 designation. He is president of The Little Village School and serves as chairman of Bright Offerings, a nonprofit focused on early childhood education. Nathani has also been involved in various private investment and advisory roles through multiple business entities. Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high-net-worth clients, as well as pension consulting to employee benefit plans. The firm employs a tailored investment approach that includes model portfolios, fundamental analysis, and option strategies, and sponsors affiliated private pooled investment vehicles.

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 is a financial advisor at JHM Asset Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fruth Investment Management from 2011 to 2018 before joining JHM Asset Management in 2018. JHM Asset Management provides discretionary investment management and consulting primarily for individual and high-net-worth clients, as well as retirement plan participant account administration. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides unique services in managing defined contribution plan participant and held-away retirement accounts through third-party platforms and order management systems.

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.

Damian Kimmons is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Edward Jones. Outside of finance, he is involved in martial arts instruction, teaching at Be Like Water BJJ/MMA and Houston Karate Academy. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jeff Hill is a financial advisor with Raymond James Financial in Sugar Land, TX, holding a Series 63 designation and 38 years of industry experience. His career includes nearly a decade at Ranchland Energy, LLC, alongside a long tenure at Raymond James Financial Services, Inc. since 1992. He is also the owner of J Bailey Holdings, LLC, an entity established to facilitate personal gold IRA storage. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and offers various implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.

James Faucett is a financial advisor with Edward Jones in Wharton, TX, holding Series 63 and Series 66 designations and with 20 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 investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Michelle Morris is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors and Primerica. In addition to her advisory role, she is involved in tutoring students and hosts seminars on non-securities topics. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment products and offers both wrap and non-wrap fee programs.

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, JP Morgan Securities, and The Leaders Group Inc. from 2016 onward. Merrill serves a broad client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies with varying levels of client or advisor discretion and emphasizes manager selection governed by its CIO and platform oversight.

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 Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Intrua Financial LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, utilizing a range of delivery options from financial planning to third-party asset management supported by an in-house research team.

Brenda Munoz is a financial advisor with Cambridge Investment Research Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Cambridge since 2012. Munoz serves as Vice Regent for the Catholic Daughters Court St. Laurence #2402, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Brad Pickett is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at NEXT Financial Group Inc. for nine years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house Research team and a large network of investment adviser representatives.

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 at OSAIC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Triad Advisors and Kiskadee LLC. Outside of his advisory role, he is involved with Consolidated Planning Group, providing consulting services focused on special needs planning, including Social Security, Medicaid waivers, and related support. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio management tools and offers a range of investment and advisory programs through a network of thousands of financial advisers.

Hayley Prazak is a CFP®-credentialed financial advisor at Edward Jones with two years of industry experience. Prior to her advisory role, she worked at Walt Disney World through the Disney College Program and at Maven Made Hair Co. as a receptionist. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs supported by a large nationwide network of advisors and branch offices.

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, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at Triad Advisors, Inc. and Ameritas Investment Corp. Outside of her advisory work, she is involved in special needs consulting and advocacy through Houston Patient Advocacy and Consolidated Planning Group, where she also provides seminars and social security maximization analysis. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process with access to a wide range of investment products and platforms, supporting over 6,200 advisors and approximately $200 billion in assets under management.

Jonathan Davila is a financial advisor with Edward Jones in Missouri City, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Bank of America NA and Merrill Lynch Inc from 2019 to 2024, JP Morgan Chase Bank from 2016 to 2019, Primerica from 2015 to 2016, and Realty Associates from 2014 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of client types. The firm operates a large network of financial advisors and offers both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

Derek Macha is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Wharton, TX. He has 13 years of industry experience, all of which have been with Edward Jones since 2012. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branches.

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.

Keith A. Weidemann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved in several business activities related to land ownership, cattle raising, and real estate development through various family-owned entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Jodi Le Nguyen is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, and previously at Capital One Bank NA from 2011 to 2017. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

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.

Jordan Narcisse is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Simmons Bank. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and leverages its affiliation with Bank of America to support trading, lending, and capital-markets activities.

Jeffrey Mcclellan is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avantax Investment Services, Inc. for six years. Outside of financial advising, he owns an accounting and tax preparation firm and serves as a board member of the Rosenberg Railroad Museum as well as treasurer for the nonprofit Attack Poverty. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and institutional capabilities.

Brandon Curtis is a financial advisor with LPL Financial in Richmond, TX, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Corey Ingram is a financial advisor with J.P. Morgan Securities in Rosenberg, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and previously was with Prudential Insurance Company and Pruco Securities. Outside of finance, he engages in woodworking as a hobby and occasionally sells pieces. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Andrew Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Triad Advisors and Primerica Advisors. Outside of advisory work, he is the owner and head brewer of Sport Suits Brewing Company, a brewery and taproom in Missouri City, TX. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk-tolerance assessments with advanced portfolio optimization tools and offers access to a wide range of investment products and third-party managers.

Keith Patterson is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has worked with several firms including Avantax and Investacorp and currently operates independent businesses such as KWP Capital, LLC and Post Oak Capital Group, LLC. Patterson also serves as Treasurer for the Fort Bend Christian Academy Booster Club, where he manages financial records for the organization. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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.

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®-certified financial advisor with 19 years of industry experience. He is currently with Ameriprise and was previously with Edward Jones for 18 years. Schmidt is based in Needville, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1,000,000 in net investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic automation and a centralized consulting team.

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 at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2024, Jones worked at Edward Jones from 2014 to 2024. Outside of Ameriprise, Jones is involved with Needville Financial Advisors, where they work directly with clients to manage accounts. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports.