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.

Jacoby Clarke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He joined Edward Jones in 2024 after graduating from Baylor University in 2023. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Corrigan Garcia is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, Garcia worked briefly at Willis Johnson & Associates and has background experience with Nike and Mugshots Coffee Bar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Sammy Abbas is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. He is the owner and founder of Ruggy, a business that creates custom one-of-a-kind designs, working directly with clients on the development of their pieces. Prior to joining Fidelity, he held various roles including freelance sales consultant and positions in technology and consulting firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Scott Davis is a financial advisor with Fidelity Investments, holding a Series 66 credential and 12 years of industry experience. He has worked at Fidelity since 2022 and previously held positions at LPL Financial and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Kyle Ruszkowski is a Senior Financial Advisor and a member of the Katcher/Ruszkowski/Fisher Group at Merrill Lynch Wealth Management in Clear Lake, Houston. He joined the team in 2020, shortly after earning his bachelor's degree in Business Management from the University of Arkansas. The group focuses on providing wealth management services with extensive expertise in retirement and investment planning. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and retirement income. Kyle holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). The Katcher/Ruszkowski/Fisher Group was ranked on the Forbes Best in State Wealth Management Teams in 2023 and 2024. Outside of his professional work, Kyle's personal interests include adventure sports, fishing, music, scuba diving, and traveling.

Drew Powers is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate since 2013. Powers also manages an independent advisory business under DGW Worldwide, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice based on thorough investment research and tax-aware strategies.

Jack Kaiser Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors from 2018 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kyle Albright Sr. is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

John Pendergraft is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been affiliated with Primerica Financial Services and PFS Investments, Inc. since 2005 and briefly worked at Apartment Life in 2018. Outside of advisory work, he participates in the BNI Leadership Team and Membership Committee. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model with tiered wrap fees rather than fixed fees.

Jacob Munoz is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63, 65, and 66 licenses and having nine years of industry experience. Prior to his current role since 2022, he worked at Bank of America and Merrill. Outside of finance, Munoz owns businesses in kayak rentals and a travel agency franchise. 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 applying an ESG eligibility framework when recommending strategies.

Vishnu Persaud is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advising, Persaud is involved in the sale of loan products and home-related services through affiliated companies and owns a vacation home rental business in Galveston, TX. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on a tiered wrap fee structure.

Athena Yang is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity Investments in 2024 as a Financial Consultant I before advancing to her current position. Prior to joining Fidelity, Athena worked as an Investment Associate at Citi Private Bank from 2021 to 2024. Her earlier experience includes serving as a Junior Portfolio Manager at Lenox Wealth Advisors (dba Wealthspire) from 2014 to 2021 and as an Associate Analyst at Sirios Capital Management from 2008 to 2011. With over a decade in the financial services industry, Athena focuses on understanding client goals and needs to co-create personalized financial plans. She emphasizes building strong relationships grounded in trust and open communication. Outside of her professional work, Athena enjoys cooking and baking, family activities, outdoor adventures, tennis, and traveling.

Tamra Gann Curry is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with LPL Financial since 2005. In addition to advising, she is involved in the sales of Medicare-related insurance products, including Medicare supplements and prescription drug plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management options.

Kyle Briggs currently serves as a Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to co-creating financial plans with clients to support their financial goals. He has held this leadership role since 2026. Kyle has extensive experience within Fidelity Investments, progressing through multiple positions since 2011. His roles have included Team Leader in Retail Planning and Advice, Client Services, and various representative positions focused on investment and retirement solutions. This trajectory reflects his deep familiarity with client services and financial planning. Outside of his professional duties, Kyle enjoys spending time at the beach, playing board games, traveling, and caring for pets.

Eric Fuentes is a financial advisor at Edward Jones in Pearland, TX, with 18 years of industry experience. He previously worked for Invesco Advisers Inc. and Invesco Distributors Inc. for a decade. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Valeriia Quiroz is a Financial Consultant at Fidelity Investments. In her current role, she partners with clients to understand their short- and long-term goals and helps them develop financial plans that are flexible and customizable for each individual and household. She focuses on assisting clients in finding strategies that allow them to concentrate on the things that matter most to them. Valeriia has been with Fidelity Investments since 2022. She began her career there as a Financial Representative, then worked as an Investment Consultant before becoming a Financial Consultant in 2024.

Carole Zlebis is a financial advisor with OSAIC in Houston, TX, holding a Series 66 license and two years of industry experience. She has been affiliated with Schamerhorn Financial Group since 2012, where she serves as a registered assistant and notary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a range of portfolio construction tools and third-party management platforms.

Lucinda Bradley is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Matthew Hermes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2009, progressing from Financial Representative to Financial Consultant before assuming his current role. Prior to joining Fidelity, Matthew worked as a Financial Advisor at Merrill Lynch from 2007 to 2009. Matthew has over a decade of experience working closely with local individuals, families, and business owners. He emphasizes building solid relationships with clients, beginning with conversations to understand their goals and concerns. Together, he partners with clients to develop and monitor comprehensive financial plans and investment strategies aimed at achieving their objectives. Outside of his professional work, Matthew enjoys family activities, golf, outdoor adventures, parenthood, pets, and traveling.