Stephen Ulsh is a ChFC® and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he serves as Chief Financial Officer for Aslan Federal, a government contracting services firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Anthony Lapia is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 63 designation with 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Shehzad Khan is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to generate tailored, algorithm-assisted recommendations.

Donavon Sammons is a financial advisor at Fidelity with 14 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones and has been with various Fidelity entities since 2013. Outside of his advisory role, he owns a residential home construction business and serves as an umpire for track and field events. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Nicole Rizzo is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Fidelity Investments and Edward Jones Investments, along with experience outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brian Strawn is a financial advisor with Ameriprise in League City, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages DGW Worldwide, LLC, an investment-related business. Ameriprise provides a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, delivering structured, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Tamara Batten is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing, as well as CUSO Financial Services and University Federal Credit Union. She is involved with the Clear Lake High School Cheerleaders Booster Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jacob Giesen is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Merrill, Bank of America, and Edward Jones. Outside of his advisory work, he serves as treasurer and board member for a local homeowners association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research, offering model asset allocations that may include ESG considerations.

Samuel Granberry is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2000. Beyond his advisory role, Granberry serves as a volunteer firefighter and training captain with the Pearland City Volunteer Fire Department and is a part-time instructor for Pearland Parks & Recreation. He is also Vice President of Harvest Creek Publishing and Design in Conroe, TX. 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 discretionary and non-discretionary investment strategies and provides various affiliated services, including trust and securities-based lending, operating under a fiduciary standard.

Asa Ehrlich is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity as an Investor Center Intern in 2022, progressing through positions including Financial Representative, Relationship Manager, and Investment Consultant before his current appointment. In his role, Asa focuses on understanding clients' personal and financial needs to develop customized strategies. He utilizes Fidelity's technology and planning tools to build lasting client relationships and provide ongoing guidance to help clients achieve their evolving financial goals. Outside of his professional work, Asa is interested in board games, camping, football, social events with friends, and golf.

Corey Lashway is a financial advisor based in Houston, TX, affiliated with Primerica Advisors. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Lashway has been with Primerica Advisors since 2017 and also has experience with Primerica Financial Services and Fastenal Company. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Valarie Minetos is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. She previously worked at Pruco Securities, LLC, and CrestWare, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jack Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Meletio Lighting and Electric and was affiliated with Texas A&M University. Fidelity’s Strategic Advisers LLC, where Jack Mason is based, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

William Rovirosa is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity, including Investment Solutions Representative III, II, and I, as well as High Net Worth Associate, demonstrating a breadth of experience within the financial services industry. Prior to joining Fidelity, he worked as a Wire Risk Banking Specialist at USAA from 2020 to 2021. William holds an Arkansas Insurance License, supporting his expertise in providing financial planning services. He approaches financial planning collaboratively, aiming to understand clients' support needs and preferences to develop actionable plans geared towards financial success. Outside of his professional work, William enjoys activities such as camping, fitness, food exploration, golf, hiking, and parenthood.

Jessica Babcock is a Series 66-licensed financial advisor with Edward Jones in Pearland, TX, with three years of industry experience. Prior to joining Edward Jones, she worked at N2 Distribution and has been involved with Thornton's Gymnastics Center for over ten years, where she coaches children ages 3 to 12. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offices.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include seven years at J.P. Morgan Securities. 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 nationwide network of financial advisors and branch offices.

Brent Lilly is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves in the United States Marine Corps Reserve. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Paul Lindberg Jr. is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at State Farm VP Management Corp and insurance agencies. Lindberg also manages an advisory business, DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized consulting team that generates algorithm-assisted, customizable recommendations.

Roy Salas is a financial advisor with Edward Jones in Kemah, TX, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is involved with Statoil Texas Onshore Properties LLC, related to oil and gas royalties. 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 and investment strategies, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Joseph Olivares is a Series 66-credentialed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities, having previously held roles at Bank of America, Merrill, and Scope Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm incorporates both quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.