Sylvester Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at SouthState Bank, Frost Brokerage Services, Charles Schwab, BB&T Securities, SWBC Investment Company, Morgan Stanley, and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Blaine Douglas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously at Merrill and Morgan Stanley. Douglas operates his own advisory practice under LPL Financial. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Daniel Bader is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also serves multiple registered investment companies through its use of systematic methodologies and oversight controls.

Terry Kelly is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2019. His prior experience includes roles at Invesco Advisers, Inc. and A I M Distributors, Inc. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Christopher Bridges is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Outside of his advisory role, he owns Texas Gulf Adventures, a boat-for-hire business specializing in chartered fishing trips. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering a range of advisory, brokerage, and insurance solutions. Their retirement-income service uses a combination of research, modeling, and tax analysis to provide tailored, non-discretionary recommendations.

Alton Drake is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Invesco and multiple positions within UBS since 2022. He attended Southern Methodist University from 2022 to 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Cynthia Jones is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she has been involved with the Houston Livestock Show and Rodeo as a Breeder Greeter Committee member, assisting junior exhibitors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory and fiduciary services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Cheri Payne is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior experience includes 14 years at Raymond James Financial Services and five years at Principal Financial Services. 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 network of over 22,800 advisors and assets under discretionary management exceeding $819 billion.

Ward Pendleton is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1983, including roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. Pendleton is also involved with the Rotary Club of Sugar Land Texas International Service. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines traditional wealth management with access to a broad range of financial products and institutional capabilities.

Eric Davenport is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, and American National Insurance Company. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Toni Melinder is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2009 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.

Joshua Hebert is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He has previously held roles at multiple organizations, including The Hebert Organization LLC and Frugal Fitness. Outside of his advisory work, he is the sole proprietor of Eucharistic Fire, a Catholic content creation venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Grieco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He works at Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Sushil Birla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Charles Schwab, Merrill, Equitable Advisors, Morgan Stanley, and Citigroup Global Markets. Birla has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research, and includes ESG considerations within a non-discretionary program framework.

Rick Dworaczyk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients to prepare for financial challenges and opportunities, partnering with them to transform their investments into lifetime plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2022 and as an Investment Consultant from 2015 to 2017. Before joining Fidelity, he was the Chief Investment Officer at Foresight Financial from 2011 to 2015. Rick's career spans roles focused on investment consulting and financial planning. His experience includes developing and managing investment strategies and advising clients on financial goals. Outside of his professional work, Rick's personal interests include baseball, fitness, social events, kayaking, parenthood, and scuba diving.

Jeremiah Corbin is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior roles include positions at Texas Wealth Management, FSC Securities Corp., Charles Schwab, and Morgan Stanley. Corbin is based in Houston, TX. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment strategies and third-party manager options.

Michelle Pardivala is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, her work history includes roles outside the financial sector, such as positions at MD Medical Management, G3 Innovations, and The Tutoring Center. 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 analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Cameron Hall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and C & D Steward Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Mark Latawiec is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns and manages rental storage units through an investment-related LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services that include both discretionary and non-discretionary options tailored to plan objectives and demographics.