Brittney Restivo is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 designations and two years of industry experience. She has worked at Fidelity Investments since 2023. Outside of her advisory role, her background includes diverse positions in education and service industries. 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 offers discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery, supported by oversight controls and a formal role in managing multiple registered investment companies.

Steve Moss is a financial advisor with UBS Financial Services in Katy, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he owns an LLC established for the purpose of purchasing a small plane. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Mark Mcmillan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes a role at The Hobbit Cafe and a decade as a full-time student. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Shyam Bhatia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Cetera Wealth Services, and The Prudential Insurance Company of America. Outside of advising, he serves as a board member for Houston Coffee Collective, engaging with local business owners and the community. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Jessica Dail is a financial advisor with Thrivent Investment Management in Katy, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, including prior roles at PFS Investment Inc. and Primerica Financial Services. Outside of finance, she works as a substitute tutor for SpiderSmart, providing instruction in English, reading, spelling, and writing to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various financial topics and opportunities to combine planning with managed-account services under a unified billing system.

Joshua Ecroyd is Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2021. He partners with ultra high net worth families to collaboratively develop holistic plans that simplify complex financial questions, helping these families build, protect, and transfer their wealth. He has been with Fidelity Investments since 2005, progressing through various roles including Investment Representative, Financial Planning Consultant, and Vice President Financial Consultant. Prior to joining Fidelity, Joshua served as a Financial Advisor at Merrill Lynch from 2004 to 2005 and at Pruco Securities from 2002 to 2004.

Erica Soares is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop personalized strategies aligned with individual client goals and needs. She focuses on building long-term relationships through trust, thoughtful guidance, and consistent support. Erica has been with Fidelity Investments since 2000, holding various roles including Senior Relationship Manager, Relationship Manager, Private Access Operations Specialist, and Financial Representative. This extensive experience at Fidelity has equipped her with deep knowledge and dedication to providing personalized planning services. Outside of her professional duties, Erica enjoys cooking and baking, attending social events with friends, watching movies, listening to music, spending time with pets, and volunteering.

Isaac Robles is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has six years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance at Lyft, Uber, and Big Bux Bingo. He has also been involved with Lone Star College System since 2010. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lauren Wincott is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Samuel Valerio is a financial advisor with LPL Financial in Katy, TX, holding the Series 63 and Series 66 credentials and possessing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Valerio is also involved in insurance sales through various carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party providers.

Shane Theriot is a CFP® designated financial advisor with Edward Jones in Katy, TX, and has eight years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cristian Martinez is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, he worked at JP Morgan Chase for three years and has held positions in various other companies including Old Second National Bank and eXp Realty LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Christian Cordova is a Planning Consultant at Fidelity Investments. In this role, he assists clients using a holistic planning approach that encompasses retirement planning, portfolio optimization, and complex financial needs leveraging Fidelity's resources. His objective is to provide clients with confidence in their financial plans and support throughout life's changes as they work toward their goals. Christian's experience at Fidelity began in 2022 as a Financial Representative, followed by a role as Relationship Manager from 2025 to 2026 before becoming a Planning Consultant in 2026. Throughout his tenure, he has developed expertise in client relationship management and comprehensive financial planning.

Andrew Mulder is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked for Sagepoint Financial, Inc. for 13 years. Outside of his advisory work, Mulder owns an LLC that competes in competitive cooking events, including the Houston Livestock Show and Rodeo BBQ Cook-off. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

Jesse Anglin is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Kyle Flodder is a financial advisor with Equitable Advisors in Katy, TX, holding the CFP® and ChFC® designations along with a Series 66 license. He has 18 years of industry experience, having worked at Equitable Advisors and its predecessor AXA Advisors since 2008. Outside of his advisory role, he serves as Managing Director of Client Strategies at Flodder Financial Group, LLC, and is involved with a Medicare supplement business. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm emphasizes advisory and brokerage solutions through LPL-sponsored programs and endorsed third-party managers, managing a substantial portion of assets on a non-discretionary basis.

Keith Draehn is a financial advisor at Charles Schwab with 28 years of industry experience. He has been with Charles Schwab since 1997 and has worked at Charles Schwab Bank since 2005. He holds the Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Katie Kovich Edling is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial and Strategic Wealth Advisors Group. Outside of her advisory role, she is an owner of The KME Group, a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Megan Larsen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in education for eight years at Katy ISD and Galena Park ISD. Outside of finance, Larsen owns and operates Megan Larsen Photography, where she manages and delivers photographic services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Brandy Suchecki is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. In this role, she partners with clients to co-create financial plans aimed at reducing uncertainty and building confidence in their financial futures. Brandy's professional experience includes roles as a Registered Customer Service Associate at UBS Financial Services Inc. from 2014 to 2021, and as Director of Operations at Integrated Benefits Solutions, Inc. from 2004 to 2014. Outside of her professional work, Brandy's personal interests include board games, cooking and baking, hiking, painting, photography, and reading.