Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Lincoln Financial Securities Corp. Outside of his advisory role, he serves as President of the Board for Dickinson Independent School District and is involved in managing employee benefits through two insurance agencies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Austin Frederick III is a financial advisor with Edward Jones in Sugar Land, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Standard Furniture Manufacturing Company and Heritage Home Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Ragoobar is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans using Fidelity's comprehensive resources and tools. He collaborates closely with clients to understand their financial goals, priorities, and needs, aiming to support them in achieving long-term financial objectives. He has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before transitioning to his current role in 2024. Prior to that, Richard worked as a Private Client Banker at JP Morgan Chase from 2009 to 2022. He holds a California Insurance License. Outside of his professional work, Richard has personal interests that include cars, fishing, fitness, music, and pets.

Taylor Korb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2010. 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

William Manch is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with an emphasis on research-driven investment strategies and diversification principles.

Michelle Morris is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. She previously worked with Triad Advisors and Primerica Advisors. Outside of her advisory role, Morris is involved in conducting seminars, tutoring students in academic subjects, and providing financial planning and insurance services through Consolidated Planning Group. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and risk assessments to manage portfolios that may include a variety of investment types on both discretionary and non-discretionary bases.

Hulon Whatley is a CFP® and PFS™ credentialed financial advisor with Ameriprise, based in Sugar Land, TX, and has 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he serves on the boards of several local nonprofit organizations, including Parks Youth Ranch and Abigail’s Place, and is involved with River Pointe Church and a local city council campaign fund. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Rajesh Desai is a financial advisor with LPL Financial in Sugar Land, TX, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Outside the financial sector, he is involved as a business owner of Namaskaar Foundation, LLC, which operates in travel and electricity distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both internal and third-party sources.

David Coney is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Jay Do is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 registrations and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Fidelity Investments and its affiliated entities from 2023 to 2025. Jay also has experience in the gig economy, having worked with companies including Instacart, Uber, DoorDash, and GrubHub in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework when recommending strategies.

Carlos Garza is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathan Romero is a Planning Consultant currently working at Fidelity Investments since 2024. He has accumulated four years of experience in the financial services industry, focusing on helping clients achieve their financial goals through customized financial planning. Prior to his current role, Jonathan served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2024 and as a Licensed Relationship Manager at JP Morgan Chase from 2021 to 2022. His professional background reflects a commitment to understanding clients' unique financial needs and building lasting relationships. Outside of his professional career, Jonathan engages in family activities, fitness, social events with friends, snowboarding, soccer, and traveling.

Andrea Schultz is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2013. Outside of her advisory role, she works as a beauty consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Joseph Rose is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services for 11 years. Outside of his advisory role, he operates JCRose Consulting and is involved with The Noble Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Ramakrishna Gali is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2003 to 2019. Since 2019, he has been associated with both City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' Advisory Risk Profiles.

Lester Butler Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 36 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Financial Design Group, as well as running his own practice for over three decades. Outside of advising, he is involved with FDG Investments LTD and FDG Management, Inc., entities used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning and retirement consulting, supported by a variety of model portfolios and research resources.

Fred Van Meter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in various client focus areas including retirement planning, college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, philanthropic planning, and portfolio management services. With close to thirty years of experience, Fred and his team assist clients in navigating each new phase of life by understanding their unique needs and goals. They provide tailored solutions and dedicated attention to help ensure a positive client experience. Fred holds a Bachelor's Degree from the University of Houston System and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Fred enjoys fishing, golfing, running, scuba diving, spending time with his family, and traveling.

Aldo Perez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Texas Financial Advisors and several entrepreneurial ventures. Perez is also involved in fixed insurance sales through Florida Financial Insurance. 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 an ESG eligibility framework to support client decision-making.

Michael Brooks is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner at Brooks Law PLLC, where he engages in select pro bono and non-financial legal matters and occasionally presents at Texas law schools on how to complete law school and pass the Bar Exam as a nontraditional student. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Danielle Armstrong is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 credential and previously worked at Prudential and LPL Enterprise. Armstrong is also involved in hospitality through her ownership of The Conclave LLC, where she hosts client events and tours. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.