Linda Gibbs is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2000. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jason Munoz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2006. 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 under management through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Hernan Perez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and AXA Advisors. Outside of finance, he has experience working with Orange Theory Fitness and Uber. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Jonathan Linker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cerity Partners LLC, Northstar Wealth Management, and a non-financial position at I Fratelli Pizza Houston. He also has academic experience from Texas Tech University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Danielle Bily is a CFP® designated financial advisor with Edward Jones in Richmond, TX, with 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as a bookkeeper for a local yoga studio in Katy, TX. 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 programs and maintains a large nationwide network of financial advisors and branch offices.

Wesley Blackmon is a Certified Financial Planner (CFP®) with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Katy, Texas. Outside of his advisory role, he is a partner in a family holdings company. 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 strategies supported by a large network of advisors and branch offices.

Marcos Helms is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. In addition to his advisory role, Helms teaches adults about the basics of equity and fixed income investments for Katy Independent School District. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Parag Bhavsar is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at HIR Inc and PAAJ LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients through a nationwide network of advisors and branch offices and operates under a fiduciary standard.

John Petersen is a CFP® professional with 33 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with a large institutional advisory platform alongside brokerage and investment management capabilities.

Maher Husseini is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2007 to 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jeffrey Schaberg is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Triad Advisors and Sirius Solutions, LLLP. He is also involved with Consolidated Planning Group, providing consulting services focused on special needs planning, including Social Security, cost of care, guardianship, and related benefits. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and strategies for portfolio construction and supports multiple advisory platforms, including legacy program transitions and model account solutions.

Mushtaq Ahmed is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC. Outside of his advisory role, he is involved with Synergy Life Brokerage Group LLC. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Scott Staples currently serves as a Market Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads a team of investment professionals focused on helping clients work toward their financial goals. His leadership is guided by a vision to transform lives, supported by a mission emphasizing collaboration, consistency, and commitment to excellence. Scott has an extensive history with Fidelity Investments, holding various roles over more than two decades. His previous positions include Vice President and Branch Manager (2013-2020), Assistant Branch Manager (2011-2012), Vice President and Senior Account Executive (2009-2010), Financial Planning Consultant (2003-2008), and Service Trader (2000-2002). This progression reflects his sustained experience in financial services and client management within the firm.

Nathan Burks is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop tailored financial strategies aimed at achieving long-term financial well-being and confidence for retirement planning. Prior to his current role, Nathan worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, he held positions as Lead Advisor at Aspire Wealth Advisors from 2021 to 2022 and as a Financial Advisor at Principal from 2019 to 2021. Nathan's professional experience spans multiple roles in the financial advisory field, focusing on client collaboration and strategic financial planning. Outside of his professional work, Nathan enjoys outdoor activities such as beach outings, camping, fishing, running, and spending time with his pets.

Gerald Mischon Jr. is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved with Black Diamond Incorporated, a holding company for concession equipment assets, serving as its secretary. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and committee insights.

Erin Spring is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by affiliated managers and integrated within Bank of America’s wider platform.

Danielle Masin is a financial advisor with J.P. Morgan Securities in Tomball, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and Bank of America. 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Chenchu Vellore Srinivas is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Guardian Life Insurance Company and Rethink Wealth. Outside of his advisory role, he is involved with ASV Consulting Group, a civil engineering and subsurface utility service company, where he manages employee payroll. 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 an ESG eligibility framework to support client decision-making.

Will Ortiz is a financial advisor with J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes roles at Bank of America/Merrill Lynch and multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of fund and strategy recommendations approved through internal review.

Theodore Stanley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves on the steering committee of TownshipFuture, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.