Robert Stillman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes prior roles at Ameriprise and Edward Jones. Outside of his advisory work, he is involved in an art business, spending time monthly as an artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research tools and a large network of investment adviser representatives.

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 10 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as an office manager involved in life and health insurance and indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of programs and third-party manager options.

Yadira Rodriguez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Based in Houston, TX, she supports institutional clients through the firm's advisory services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and may include ESG criteria.

John Graham is a Financial Consultant at Fidelity Investments, where he works directly with clients to help them plan for their financial goals. He has been in this role since 2025. Prior to his current position, John held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025 and Relationship Manager in 2023. Before joining Fidelity, he was an Investment Services Representative at Ameriprise Financial from 2022 to 2023 and an Associate Banker at J.P. Morgan Chase from 2020 to 2022.

Lezette Marion is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She has over two decades of experience partnering with individuals, businesses, and families to assist with planning and investing to meet their unique needs. Lezette's approach involves creating strategic wealth plans built on empathetic connections and aims to develop strong, trusting relationships with her clients. Her professional experience spans several roles within the financial industry, including Financial Consultant and Investment Consultant at Fidelity Investments from 2010 to 2023, Private Banker at Wells Fargo from 2005 to 2010, Financial Analyst at Citi Corp from 2004 to 2005, and various managerial and relationship roles at Chevy Chase Bank, Chase Bank, and Wells Fargo from 1997 to 2001. This diverse background contributes to her expertise in wealth planning and financial consulting. Outside of her professional work, Lezette enjoys family activities, exploring food, visiting museums, engaging with music, photography, and traveling.

Brian Standefer is a Certified Financial Planner® with 18 years of industry experience. He has been with LPL Financial since 2007 and operates out of Houston, TX. In addition to his advisory role, Standefer serves as a public notary and holds a license to sell long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies.

Geralyn Enriquez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 32 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, she worked at Citigroup Global Markets for 12 years. Outside of her financial career, she operates EV Entertainment, providing DJ and singing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenarios to support its financial planning services.

Bruce Abrams is a financial advisor with Thrivent Investment Management in Houston, TX. He holds the Series 66 credential and has five years of industry experience. His prior work includes roles at Bulldog Security, Uber, and Uhaul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account services through its WealthPlan option while keeping those services separate.

Stephen Bonczek is a financial advisor with OSAIC, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Royal Alliance Associates, INC., Bonczek Financial Services, First Independent Advisory Services, Inc., American General Securities Incorporated, and Ameriprise. He is also involved in insurance sales and service through his business, Bonczek Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of advisory and brokerage services with an investment process centered on model-based asset allocation and portfolio optimization.

Steven Shirley is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes roles at Westpark Wealth Advisors, Calton & Associates, and Ims Securities. Outside of advising, he operates a non-variable insurance business in Friendswood. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eric Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2002. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors across wealth segments, as well as corporate and charitable clients. The firm offers model-driven advisory strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Alan Khalil is a financial advisor at Fidelity with Series 63, 65, and 66 licenses. He has one year of experience in the industry and previously worked in insurance and hospitality, including roles at Fred Loya Insurance and Bayou Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its roles with registered investment companies and model portfolio delivery.

Ryan Nelmark is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on helping clients develop comprehensive financial plans tailored to their individual goals. He utilizes enhanced technology to provide services including planning, investments, and portfolio analysis. Ryan has extensive experience at Fidelity Investments, having held various positions since 2012. His career progression includes Investment Solutions Representative (2012-2014), Investment Consultant (2014-2016), Financial Consultant (2016-2023), and his current role since 2023. He holds an Arkansas Insurance License. Further educational background or community involvement details are not provided.

Antonio Tatum is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation. He has been in the financial industry since 2022, with prior experience at Commerce Bank, Commerce Trust Company, and ASAP Diagnostics. Before entering finance, his background includes roles at Marriott and Culvers Restaurant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Karen Hollingsworth is a Series 66 licensed financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Veronica Estrada is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones, she worked for SWBC Investment Services for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

David Cheak is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1990. His work focuses on helping clients, including retirees, widows, business owners, and those approaching retirement, to determine long-term financial goals and develop customized financial strategies. David emphasizes areas such as college education planning, personal retirement planning, tax minimization, and retirement income. After serving as Branch Manager and Senior Resident Director of the Houston-Clear Lake branch for 17 years, he returned to focusing solely on his financial advisory role in December 2021. David holds a Bachelor’s degree in business from The University of Texas at Austin, earned in 1980, and an MBA from The University of Houston-Clear Lake, completed in 1988. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He began his financial services career in 1988 with a regional brokerage firm in the Clear Lake area before joining Merrill Lynch. In addition to his professional commitments, David has lived in the Clear Lake area since 1968 and is a member of the Bay Oaks Country Club. His personal interests include golfing, tennis, and traveling. He expresses a philosophy of working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Mark Bailey is a financial advisor with Edward Jones in Pearland, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is listed as president of Jones and Bailey Properties LLC, a real estate investing business. 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 solutions supported by a large nationwide network of financial advisors and branch offices.