Bailey Byford is a CFP® professional with nine years of industry experience, currently with LPL Financial since 2025. Prior to joining LPL, he worked at Edward Jones for eight years and had shorter tenures at Reid, Strickland & Gillette, LLP, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved with Good Life Insurance Agency as a non-variable insurance agent. 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 financial planning and investment services, including access to model portfolios and third-party asset managers, supported by advisor tools and a broad platform of advisory and non-advisory financial activities.

Bryce Dooley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation. He has three years of industry experience, including prior roles at BroadVail Capital Partners and JLL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Varkey Abraham is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His background includes roles in real estate sales and investment-related product sales, alongside a long-standing position as a program manager at MD Anderson Cancer Center. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies supported by third-party asset managers.

Sylvester Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at SouthState Bank, Frost Brokerage Services, Charles Schwab, BB&T Securities, SWBC Investment Company, Morgan Stanley, and Wells Fargo Clearing. 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, and institutional platforms, supported by a large network of over 22,800 advisors.

Francisco Carrillo is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and Cetera Wealth Services, LLC since 1998. Outside of his advisory role, he is the owner and president of Carrillo Asset Management, LLC, an entity established for tax filing and liability protection. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Blaine Douglas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously at Merrill and Morgan Stanley. Douglas operates his own advisory practice under LPL Financial. 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 management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Daniel Bader is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also serves multiple registered investment companies through its use of systematic methodologies and oversight controls.

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.

Aric Boullion is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Superbag Corporation and Bob Edwards Realty. 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 supported by a nationwide network of over 23,000 financial advisors.

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.