Sylvester Johnson is a financial advisor with LPL Financial in Pearland, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at SouthState Bank, Frost Brokerage Services, Charles Schwab, Bb&T Securities, and SWBC Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Blaine Douglas is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with LPL Financial since 2009 and has operated Blaine Douglas Financial Advisor since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Daniel Bader is a financial advisor at Fidelity with 10 years of industry experience. He holds the 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. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Terry Kelly is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Invesco Advisers, Inc. and A I M Distributors, Inc. before joining Merrill in 2019. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 credentials and 27 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services from 2010 to 2024. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Ward Pendleton is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is involved with the Rotary Club of Sugar Land Texas International Service. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Eric Davenport is a financial advisor with LPL Financial in Dickinson, TX, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 17 years of industry experience, including prior roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, Inc., Anico Financial Services, Inc., and American National Insurance Company. He is also associated with AMOCO Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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 two years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Grieco’s background also includes roles outside of finance, such as at College of the Holy Cross and in moving and storage services. Fidelity’s Strategic Advisers LLC, where Grieco operates, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model strategies to intermediary platforms.

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 been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

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 at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Texas Wealth Management, LLC and FSC Securities Corp. He is also involved in client account management at Texas Wealth Management, LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of services such as integrated brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms.

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 credential and bringing eight years of industry experience. His career includes roles at Edward Jones and C & D Steward Financial prior to joining LPL Financial. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diversified financial planning, advisory programs, and retirement plan consulting, utilizing a variety of investment management approaches and proprietary research.

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.