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.

Diego Fernandez is a financial advisor with J.P. Morgan Securities in Pearland, TX. He holds a Series 66 designation and has one year of industry experience. Before joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., and has previous experience with Equitable Financial Life Insurance and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eric Mangin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AXA Advisors and JPMorgan Chase Bank. Outside of his advisory role, he owns a mobile golf simulator rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Jeremy Cooke is a CFP® credentialed advisor with 23 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has worked at JPMorgan Chase Bank, NA since 2003. Based in Houston, TX, Cooke holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Alicia Smith is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles at Primerica Advisors since 2020, as well as prior positions at PFSI Investment Inc. and Jordan Cove LNG, LLC. Outside of advising, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody/clearing 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.

Miguel Arias is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of finance, he works as a food deliverer for DoorDash. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Michael Lassiter is a financial advisor with J.P. Morgan Securities based in Pearland, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at firms including LPL Financial and BBVA Wealth Solutions. Outside of his advisory role, he is involved as a mobile disc jockey and owner-operator of Any Occasion Entertainment and is a partner in an accounting services business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final investment decisions. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional advisors.

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.