Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

Maxwell Stover is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ruszkowski Fisher Group. Based in Houston, he provides personalized wealth management strategies tailored to each client's financial goals. Maxwell focuses on areas including college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing, among others. Maxwell grew up in Corpus Christi, Texas, and earned a bachelor's degree in economics from Texas A&M University Corpus Christi. Following his graduation in 2011, he relocated to Houston to pursue a career as a financial advisor, joining Merrill Lynch Wealth Management in 2015. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Maxwell participates in community activities such as volunteering with Houston Cares Animal Rescue. Outside of work, he enjoys camping, cooking, fishing, hiking, music, reading, skiing, and spending time with his family.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 66 and Series 65 credentials and 12 years of industry experience. His prior roles include positions with AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory work, he is also a part-time Uber driver. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by third-party asset managers.

Dave Mohammed is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at CUNA Brokerage Services, INC and Cuna Mutual Group for ten years. Outside of his advisory role, he manages a property management business in League City, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a distinctive focus on systematic methodologies and oversight.

Esther Beal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2011. She holds the Series 63 and Series 66 designations. 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 large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Parker Joffrion is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at KPMG and spent five years in full-time education. Outside of his advisory role, he co-owns and manages the bookkeeping for a small used construction equipment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support its advisors.

Stephanie Tamburello is a financial advisor at Merrill with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America and Merrill since 2014. Based in Houston, TX, she has spent over a decade working within these firms. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. He has been with PFS Investments Inc. since 2022 and has a background in event production as a freelance contractor since 2017. Additionally, he is involved with Adore Ministries. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm primarily utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment approaches.

Brint Galey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several financial institutions, including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he serves as an independent contractor for a family business involved in hazardous remediation, managing vendor payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Troy Mettey Jr. is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Memorial Hermann Healthcare Systems for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.

Riley Hood is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Goosehead Insurance and Academy Sports and Outdoors. Outside of his advisory role, Hood is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Xavier Colon is a financial advisor at Fidelity with six years of industry experience. He has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, overseeing affiliated and unaffiliated sub-advisers and serving multiple registered investment companies.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors and related entities since 2004 and has also worked at Walmart since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

John Mc Auliff is a Series 66-licensed financial advisor at Edward Jones in Galveston, TX, with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for three years at Vitality Dental Arts. 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, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Cynthia Barnett is a CFP® professional with 19 years of experience in the financial industry. She is currently affiliated with LPL Financial and has previously worked at Securities America Advisors and OSAIC. In addition to her advisory career, Barnett has been a licensed Texas real estate broker since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Stuart Jackson is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked with Edward Jones since 2024 and owns Jackson Business Solutions, a consulting firm providing management consultation services. Prior to his financial advisory career, he held positions at Alvin Community College, the University of Texas Medical Branch, and the College of the Mainland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive nationwide network of advisors and branch offices, as well as its affiliated services including a trust company and proprietary mutual funds.

Benjamin Cordero is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and previously worked at Ham, Langston & Brezina L.L.P. and in the hospitality sector. He is also employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Francis Fontana is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and associated with Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Hannah Berthet is a financial advisor at Fidelity with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity and Fidelity Brokerage Services since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.