Giao Vo is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge, Vo worked at Ameriprise and Primerica. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Greg Macha is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at North Houston Pole Line, Frontline Power Construction, and CenterPoint Energy. Outside of his advisory role, he owns and manages a sole proprietorship cattle operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Matthew Benton is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual Strategic Financial Group from 2022 to 2023. Matthew's approach emphasizes understanding each client's individual needs and priorities to assist them in making informed financial decisions. His experience spans multiple facets of financial planning and client relationship management, enabling him to support clients in preparing for significant life steps. Outside of his professional work, Matthew enjoys activities such as baseball, football, spending time at the beach, cooking and baking, family activities, and social events with friends.

Deborah Saurage is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Edward Jones since 2013 and also works at Morton Ranch High School in Katy, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Morgan Pyle is a financial advisor at LPL Financial with nine years of industry experience. He has worked previously at Bank of America, Merrill, JP Morgan Chase Bank, and Wells Fargo. In addition to his advisory work, he serves as a substitute teacher in the Katy Independent School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning.

Nathan Gingrich is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to develop financial plans that align with their individual goals, focusing on wealth protection, growth, and management. Prior to joining Fidelity Investments, Nathan gained experience as a Business Analyst in Corporate Finance at Deloitte from 2021 to 2023. This background provides him with a strong foundation in financial analysis and business strategy. Nathan is a Certified Financial Planner (CFP®) professional, demonstrating his commitment to adhering to established standards and practices in financial planning.

Matiias Denmon is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Retirement Planner at Fidelity Investments from 2022 to 2025. His career in financial services began with Empower, where he held several roles including Investor Services Associate, Retirement Solutions Consultant, and Financial Services Representative between 2019 and 2022. Matiias specializes in retirement, education, protection, income, and growth planning. His approach is centered on integrity, personalized planning, attentive listening, and a commitment to detail, aiming to create financial strategies tailored to each client's unique goals and circumstances. Outside of his professional work, Matiias has interests in comedy, fitness, football, museums, music, and reading.

Martin Melnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at JPMORGAN Chase Bank since 1997 and has been with J.P. Morgan Securities since 2012. Melnik also previously managed 350 Tynebridge, LLC from 2013 to 2019. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through a non-discretionary advisory program.

Preston White is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His previous roles include positions at Clean Harbors, Entrusted Restoration LLC, Trustmark Bank, the San Francisco Giants, The Master's University, and Birmingham-Southern College. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerance and investment preferences.

Laurence Witte III is a financial advisor at Edward Jones in Richmond, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

Joe Chen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and is based in Houston, TX. Chen has been with Fidelity since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies.

Isabel Rasmussen is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her work history includes roles at Fidelity Investments, Solidcore, and teaching positions at the University of Houston and Garland McMeans Junior High. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios using proprietary methods.

Austin Gay is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Kiewit and Ernst & Young, among other positions. He serves as Secretary for a Municipal Utility District in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Donald Gonzales is a Series 66-licensed financial advisor with J.P. Morgan Securities in Cypress, TX, and has seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Bank since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank dating back to 2002. 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 brokerage, distribution, and investment management capabilities.

Terry Hoover is a financial advisor with Edward Jones in Bellville, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is active in his community as a member of the Lions Club and serves in various capacities at the First Baptist Church, including as a deacon and on the mission and personnel committees. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Francis Coker is a financial advisor with Beaumont Asset Management, LLC in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has been with Beaumont Asset Management since 2009. Beaumont Asset Management advises individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and manages approximately $365 million in discretionary assets.

Marco Rimassa is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has worked at Beaumont Asset Management, LLC since 2024 and has prior experience with Cfe Financial LLC, Investors Trust, Inc, The PAW Group, and Service Corporation International. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, tailoring portfolios through fundamental analysis and a mix of long- and short-term strategies aligned with client objectives and risk tolerance.