Benjamin Velasquez is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and Western & Southern Brokerage and Life. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Juan Rascon is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include six years at BBVA-affiliated firms across wealth management, securities, insurance, and banking sectors. He also serves as a board member and director of financial strategy for GCD Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

Joseph George is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Northwestern Mutual and Innovative Premier Financial Services. He also operates a business, Hurst Lending. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Onisa Treibs currently serves as Vice President and Branch Leader at Fidelity Investments, a role held since 2025. In this capacity, she leads a team of financial professionals focused on delivering comprehensive financial planning services to Fidelity's customers. Her objective is to establish Fidelity and the Houston team as trusted lifetime advisors for individuals, their families, and friends. Her tenure at Fidelity Investments spans over a decade, including previous roles such as Vice President Branch Office Manager from 2016 to 2020, Assistant Branch Office Manager from 2014 to 2016, Investments Solutions Manager for Managed Accounts from 2012 to 2014, and Retirement Solutions Manager from 2010 to 2012. This progression reflects extensive experience in financial planning and investment management within the company.

Sofia Sermeno is a Planning Consultant at Fidelity Investments. In her role, she collaborates with clients to develop personalized strategies aimed at supporting their long-term financial goals. She works alongside a team of Financial Consultants to provide comprehensive and holistic planning tailored to each client and their families. Her approach is grounded in a client-first mindset, fostering lasting relationships based on integrity and care. Sofia has been with Fidelity Investments since 2023, progressing through various roles including Financial Service Representative, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects her growing expertise in financial planning and client relationship management. Outside of her professional responsibilities, Sofia has personal interests in cooking and baking, reading, and traveling.

Rebecca Hollas is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and seven years of industry experience. She previously worked at Chilton Capital Management for 12 years before joining Equitable Advisors and its predecessor firms in 2018. Outside of her advisory role, she serves as a power of attorney and executrix for family members. 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, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizons.

Josh Barajas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Best Buy, and Chick-fil-A. 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 and profit-sharing plans, corporations, and charitable organizations.

Mark Walker is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1982. Outside of advisory work, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jonathan Reyes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Raymond James Financial Services from 2009 to 2023. Outside of advisory work, he owns a small rental property. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with a multi-manager platform approach.

Bill O'Brien is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works closely with a select group of individuals and families to develop comprehensive financial plans tailored to their unique lifestyles. His approach begins with a discovery process aimed at understanding each client's unique story and financial goals. Bill's career at Fidelity Investments spans over a decade, during which he has held several positions including Vice President Wealth Management Advisor from 2025 to present, Vice President Wealth Planner from 2018 to 2025, Investment Consultant from 2014 to 2018, Relationship Manager from 2013 to 2014, and Financial Representative from 2012 to 2013.

Hany Khalil is a financial advisor with J.P. Morgan Securities in Katy, Texas, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Bank of America, as well as positions outside of finance at Apple and various other companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework guiding their recommendations.

Abhay Nair is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory role, he is the sole proprietor of Azure Expanse Homes LLC, a real estate wholesaling and AI business based in Houston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed with long-term asset allocation strategies.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. He holds a Series 63 designation. Outside of advising, Messier is an insurance agent specializing in fixed life, health, accident, long-term care insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and offers access to third-party models and managed-account solutions.

Vincent Doucette Jr. is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is president of two real estate LLCs based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Justin Greene is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He began his career at Fidelity in 2004, gaining experience in various capacities including Investment Specialist, Retirement Relationship Manager, and Financial Consultant. Throughout his tenure, he has focused on helping clients develop financial plans aimed at achieving financial independence. Greene's expertise encompasses financial planning and investment strategy, supporting clients in formulating actionable plans to reach their financial goals. His approach emphasizes the importance of having a concrete plan rather than leaving goals as wishes. He has been with Fidelity Investments since 2004, progressing through multiple roles that reflect his commitment to client service and financial planning.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Ashlyne Ball is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with three years of industry experience. She has worked with Edward Jones since 2016. Outside of advising, she is a silent owner of a print manufacturing business based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages assets of approximately $1.01 trillion and operates a nationwide network of over 23,000 financial advisors.

Krystal Fritsch is a financial advisor at Edward Jones located in Sealy, TX, holding a Series 66 designation with eight years at the firm and one year of industry experience. Prior to joining Edward Jones, she was not employed in the financial sector for two years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Bob Lincoln is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bobasa International Trading Co and JPMorgan Chase Bank, N.A. He is based in Houston, TX. 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 combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Sara Halstead is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Bay Area Aquanauts Inc. and The Lemonade Circle. Outside of advising, she is involved as an employee in marine transportation with Boone Towing Inc. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.