Alton Drake is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Invesco and multiple positions within UBS since 2022. He attended Southern Methodist University from 2022 to 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Cynthia Jones is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she has been involved with the Houston Livestock Show and Rodeo as a Breeder Greeter Committee member, assisting junior exhibitors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory and fiduciary services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Eric Davenport is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, and American National Insurance Company. 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 range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Toni Melinder is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2009 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.

Joshua Hebert is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He has previously held roles at multiple organizations, including The Hebert Organization LLC and Frugal Fitness. Outside of his advisory work, he is the sole proprietor of Eucharistic Fire, a Catholic content creation venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Grieco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He works at Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Rick Dworaczyk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients to prepare for financial challenges and opportunities, partnering with them to transform their investments into lifetime plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2022 and as an Investment Consultant from 2015 to 2017. Before joining Fidelity, he was the Chief Investment Officer at Foresight Financial from 2011 to 2015. Rick's career spans roles focused on investment consulting and financial planning. His experience includes developing and managing investment strategies and advising clients on financial goals. Outside of his professional work, Rick's personal interests include baseball, fitness, social events, kayaking, parenthood, and scuba diving.

Jeremiah Corbin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Texas Wealth Management, LLC and FSC Securities Corp. He is also involved in client account management at Texas Wealth Management, LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of services such as integrated brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms.

Michelle Pardivala is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, her work history includes roles outside the financial sector, such as positions at MD Medical Management, G3 Innovations, and The Tutoring Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Garth Mchenry is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Banc One Securities Corporation and Chase Investment Services Corp. Outside of his advisory work, he is involved in hotel investment and management through entities such as WIN WIN 1, LLC and Lagoon Hospitality in New Smyrna Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial services.

Elizabeth Curtis is a financial advisor with Edward Jones in Pearland, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Merrill, Bank of America, and Shell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cohen Reagan is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with J.P. Morgan Securities in Houston, TX. His career includes significant tenure at TD Ameritrade and Charles Schwab prior to joining J.P. Morgan in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Sidney Jenkins is a financial advisor at Fidelity with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fidelity, Jenkins worked in management roles at Mattress Firm and Pappas Restaurants. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and quantitative methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Jason Allen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage and investment management capabilities.

Zach Flores is an Investment Consultant at Fidelity Investments, where he collaborates with local clients and their families to create and execute personalized financial plans tailored to their unique goals and situations. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before assuming his current role. His experience at Fidelity Investments spans various client-facing roles, providing him with a broad understanding of investment strategies and client relationship management. This progression reflects his commitment to supporting clients in achieving their financial objectives. No information regarding his education, credentials, personal interests, or community involvement has been provided.

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.

David Biddle is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones for 13 years before joining Cetera in 2025. Outside of his advisory role, he is a financial planner at Totus Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with over 10,000 advisors and roughly $256 billion in assets under management.

Duane Bolpa is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. In this role, he assists clients in developing long-term wealth plans and focuses on areas including college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, women and wealth, tax minimization, and retirement income. He aims to collaborate with clients to create personalized plans based on their life priorities, family, goals, and aspirations. Duane holds a Bachelor of Business Administration degree in Accounting and Finance from the University of Houston. He has been in the financial services industry for 22 years and has been with Merrill Lynch since 2007. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Duane serves as Chairman of the Board at Magnolia Creek Golf Club. His personal interests include golfing, cooking, music, dining out, and spending time with his family.

Joyce Chemutai Love is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and 11 years of industry experience. She has worked at Fidelity since 2022 and previously held roles at Wells Fargo Bank and its affiliates from 2009 to 2021, as well as Key Investment Services and Key Bank between 2017 and 2019. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a range of clients including retail, institutional investors, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.