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, holding Series 63, 65, and 66 licenses and with 10 years of industry experience. Her prior work includes multiple roles at Wells Fargo Advisors, Wells Fargo Bank, and Key Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, emphasizing systematic methodologies and long-term asset allocation.

Stephen Gilley is a financial advisor at OSAIC with 10 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. He holds a Series 66 designation. In addition to his advisory work, he acts as an insurance agent offering accident/health, disability, annuities, long-term care, and life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage, advisory, and financial planning services utilizing asset-allocation tools, risk assessments, and access to third-party managers.

Joshua Krakowiak is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, J.P. Morgan Securities, JPMorgan Chase Bank, Edward Jones, and Texas Legacy Wealth Management. He currently operates under the Gulf Coast Educators Investment Center, a DBA for LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by internal and third-party research.

Jacob Wade is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked in sales and marketing roles at Schraad Sales and Marketing, Advantage Solutions, and Acosta Sales and Marketing. Outside of his advisory work, he is involved in managing an Airbnb rental property through the Mawa Group. 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 combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Sally Praker is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2011. Outside of her advisory role, she owns Stray Cat Fishing Charters, a for-profit fishing charter business based in Dickinson, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Ramey is a financial advisor with Edward Jones in League City, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, Leslie worked at Washington University in St. Louis and Texas Monthly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Jennifer Turrentine is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Her work history includes roles at Thrivent Financial, Empower Financial Group of America, and the Texas Association of Realtors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning covering a range of topics, delivered as standalone or ongoing engagements, without discretionary trading authority over client assets.

Diamantina Araujo is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2011, and was employed at Ascension Press from 2012 to 2018. Outside of her advisory role, she serves as a notary public and volunteers as a monitor for court-ordered child visitations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based tiered wrap fee structure.

Mark Smith is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Cetera Advisors LLC since 2013, including his current role starting in 2024. Outside of his advisory work, he owns and operates insurance-related businesses focused on property and casualty insurance as well as fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Charles Rizzo is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and additional services such as a trust company and securities-based lending.

Shane Stephens is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients to develop financial plans that align with their individual goals and needs, and assists in implementing these plans through appropriate investment strategies. Shane's experience at Fidelity Investments spans several roles, including Financial Representative in 2022, Investment Consultant from 2023 to 2024, and Financial Consultant from 2024 to the present. Outside of his professional work, Shane has personal interests in baseball, fishing, football, golf, kayaking, and spending time with pets.

Jennifer Robbins is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments, BBVA Securities Inc, Morgan Stanley, SWBC Investment Services, and Capital One Investing. Outside of advising, she has explored real estate opportunities through an ownership interest in Next Adventure Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment strategies supported by a large network of financial advisors and branch offices nationwide.

Thalia Savvidis is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, she is involved with DGW Worldwide, LLC as an independent advisor. Ameriprise provides a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team.

Douglas Ottosen is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Primerica Financial Services, Blue Water Pools, and Alcresta Pharmaceuticals. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors primarily serves individual investors along with corporate and charitable clients through a wrap-fee asset management program that uses model-based investment strategies managed by third parties. The firm operates at scale with thousands of advisors and offices, offering advisory services focused on a range of strategic, tactical, tax-managed, and income-distribution approaches.

Justin O’Bannon is a financial advisor with OSAIC Wealth, Inc. in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC Wealth, he has worked at BP Energy Co since 2014. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, offering portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephen Hever III is a financial advisor at LPL Financial based in Houston, TX, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at firms including JSC Federal Credit Union, IMG Financial Group, Securian Financial Services, Minnesota Life, PRUCO Securities, and State Farm Insurance. He is involved in JSC Financial Services and Wellby Financial, both related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Robert Stillman is a financial advisor with LPL Financial in Clear Lake Shores, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is active as an artist under the name Scott Stillman Artist. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Michael Warren is a financial advisor with Edward Jones in Texas City, TX. He holds the Series 66 designation and has over 10 years of industry experience, including a decade at Schorre & Associates, LLC prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a national network of more than 23,000 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds.

Mayank Rai is a financial advisor at OSAIC with 9 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as an office manager in insurance sales focusing on life, health, and indexed annuities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction tools that include stocks, bonds, options, mutual funds, ETFs, and alternative investments, managing accounts on both discretionary and non-discretionary bases.