Carole Zlebis is a financial advisor with OSAIC in Houston, TX, holding a Series 66 license and two years of industry experience. She has been affiliated with Schamerhorn Financial Group since 2012, where she serves as a registered assistant and notary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a range of portfolio construction tools and third-party management platforms.

Lucinda Bradley is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Matthew Hermes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2009, progressing from Financial Representative to Financial Consultant before assuming his current role. Prior to joining Fidelity, Matthew worked as a Financial Advisor at Merrill Lynch from 2007 to 2009. Matthew has over a decade of experience working closely with local individuals, families, and business owners. He emphasizes building solid relationships with clients, beginning with conversations to understand their goals and concerns. Together, he partners with clients to develop and monitor comprehensive financial plans and investment strategies aimed at achieving their objectives. Outside of his professional work, Matthew enjoys family activities, golf, outdoor adventures, parenthood, pets, and traveling.

Corey Yarborough is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes positions at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. He is also associated with University Federal Credit Union in an investment services capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Blaise Guzzetta is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Guzzetta is also involved in providing group benefits and educational seminars for small to mid-size companies through his own firm, Guzzetta Benefit Services, Inc. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various investment categories.

Christian Kubosh is a Series 66-licensed advisor with J.P. Morgan Securities, based in Webster, TX, and has two years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management and GWN Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm’s offerings focus on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Mamta Rai is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Osaic in 2024, she worked for Securities America Advisors and Securities America, Inc. for ten years. Outside of her advisory role, she is a co-owner of a gas station and convenience store partnership with her husband. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

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.

Patricia Sayyah is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 47 years of industry experience. She has worked with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client planning.

Benjamin Perry is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience, including roles at Quadrant Biosciences and Tradewins Financial. Perry also provides consulting services to technology and biotech companies and sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, utilizing multiple program platforms and both affiliated and third-party managers.

Charles Mendez is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007 and also maintains a long-term role with Roche Diagnostics beginning in 1998. Outside of his advisory work, Mendez is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jason Demers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with the firm in 1995 and has over 20 years of experience in the financial industry. Jason works with a select group of high net worth families to provide a personalized and disciplined wealth management experience, considering clients' whole life to establish objectives, develop strategies, and recommend solutions that integrate Merrill Lynch's comprehensive resources. Jason holds a Bachelor of Business Administration in Finance and Economics from Stephen F. Austin State University. He maintains the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and has obtained the Wealth Management Advisor title. He is also recognized as a Personal Investment Advisor (PIA) and is involved with professional organizations including the American Heart Association and BNI. Beyond his professional commitments, Jason resides in Seabrook with his wife, Allie, and their three children. His interests include golfing, tennis, and traveling. He also participates in community service by volunteering with local organizations.

Stephen Carmona is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He focuses on deepening new and existing client relationships through financial planning and collaborates with clients to develop strategies tailored to their unique financial needs. Stephen has been with Fidelity Investments since 2020, progressing through several roles including High Net Worth Associate, Workplace Planning Consultant, and Planning Consultant. This experience has provided him with a comprehensive understanding of financial planning services across different client segments. Outside of his professional work, Stephen has interests in baseball, beach activities, football, music, and traveling.

Homero Guerra is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he spent 29 years at the American Bureau of Shipping. Outside of finance, he owns HM Residential Services LLC, a home services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm employs an independent due-diligence process to select asset managers and uses a tiered wrap-fee structure for its services.

Walter Sticker is a financial advisor at Primerica Advisors in Killeen, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Primerica Financial Services, Tim Thompson/Farmers Insurance, Combined Insurance, and AFlac. Outside of his advisory work, he serves as a sports official for the Texas State Officials Association, committing approximately 16 hours per month. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

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.

Mark Cavazos is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is a 50% owner and manager of Bay Area Private Wealth Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Matthew Miller is a financial advisor with Ameriprise based in Missouri City, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeff Rogers is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he focuses on developing and motivating a team of financial professionals, providing coaching and feedback to enhance their planning skills and client education. Jeff has extensive experience within Fidelity Investments, having held various roles since 2007. His previous positions include Assistant Branch Manager, Retirement Solutions Senior Manager, Investment Solutions Manager, Service Manager, Private Client Group Representative, Premium Services Representative, and Financial Representative. This progression reflects his broad expertise in financial services and leadership. Specific details about Jeff's education, credentials, personal interests, or community involvement were not provided.

Perla Cevallos is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2023. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC from 2010 to 2023. 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, supported by a large national network of financial advisors and branch offices.