Ramesh Cherivirala is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies and New York Life since 2001 and operates RCherry Financial Group, LLC, focusing on New York Life products and non-registered insurance brokering. Outside of his advisory role, he is active in community organizations, serving as a board member or secretary for several local charitable, religious, and community groups, and volunteers with a South Asian political radio forum. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eugene Yim is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has worked with Transamerica Financial Advisors since 2018 and was previously associated with World Financial Group and Keller Williams Memorial, where he is also involved in real estate sales and consultation as a broker associate. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services across various investment platforms and proprietary model portfolios.

Priyanka Singhal is a financial advisor with Transamerica Financial Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Transamerica since 2017 and has previous experience with World Financial Group. Outside of advising, she is involved in managing rental properties and serves as a landlord for the Houston Housing Authority. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Shawn Grimm is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Fidelity Brokerage Services since 2007. In addition to his advisory role, Grimm serves as a Branch Administrator at Dearborn & Creggs, providing financial planning services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of advisory programs and employs both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Benny Ongkobudidjojo is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, as well as positions with Benefit Mall and WFGIA, where he provides health insurance options. Outside of advising, he manages enterprise resource planning software at Ineos USA LLC and is involved in estate planning communications through Lspn Pro LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple advisory platforms, managing about $1.7 billion in regulatory assets under management.

Yuanfang Jiao is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Their career includes extensive involvement in health and medical insurance sales across multiple firms and agencies, alongside tax preparation work. Jiao also assists clients with estate planning products through an affiliated referral business. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.

Elizabeth Spiller is a financial advisor with &PARTNERS, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling nine years in those roles. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, employing a range of strategies across proprietary and third-party managers, and offers additional services such as financial planning, ERISA consulting, and investment banking.

Katrina Chambers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Truist BANK since 2012 and transitioned to Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate service arrangements.

Min Hu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional roles as a health insurance agent with Anthem Blue Cross and Benefit Mall. Hu is also a co-owner of the R.C. and M.G. Hu Family Trust. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory approach primarily uses model portfolios and third-party managers, supported by a large network of advisors and multiple program platforms.

Thomas Holland is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Investments and held various roles within Fidelity's personal, workplace, and brokerage services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Michelle Hannah is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Sugar Land, TX, and has five years of industry experience. She has worked at Ameritas Advisory Services and Ameritas Investment Company since 2020 and 2021, respectively, and has operated Hannah Financial Solutions since 2004, where she is also involved as an insurance broker and administrative assistant. In addition, she briefly worked with Community Health Choice Insurance Company in 2022. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using a combination of model portfolios, third-party sub-advisers, and custom strategies.

Daniel Lee is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments, TD Ameritrade, and Oracle. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.

Steven Magehee is a financial advisor with J. W. Cole Advisors, Inc. in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has a long tenure as lead pastor at Hope Unlimited Church. Magehee also assists as a licensed associate at E Financial Group, Inc. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Chris Toomey is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and self-employment with eXp Realty. 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 affiliated brokerage and investment management capabilities.

Kashif Choudhary is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with clients to understand their personal and financial needs and utilizes Fidelity's advanced technology to develop comprehensive financial plans that align with both client goals and Fidelity's core principles. Kashif maintains ongoing relationships with his clients to adjust their financial plans as their circumstances evolve over time. Prior to his current role, Kashif served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Relationship Manager at the same firm from 2015 to 2017. He began his career as a Client Relationship Specialist at Vanguard, where he worked from 2013 to 2015. Kashif holds an insurance license in Arkansas.

Stephen Ip is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has maintained a self-employed practice since 1996. Outside of advisory work, he is involved in offering life, long-term care, and disability insurance products through Fort Bend Financial. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm utilizes multiple advisory platforms and asset-allocation tools to construct portfolios across a broad range of securities and offers both discretionary and non-discretionary account management options.

Gabriel Trevino is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Woodgroup Mustang for Sunoco Logistics, Mustang Engineering, and Keller Williams Signature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Allie Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at Merrill Lynch for six years and held roles at First National Bank of Texas and Tractor Supply Co. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Umang Talati is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure.