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.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving 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 operates under a fiduciary standard.

Ann Krieger is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. She serves as an executor of an estate outside of her advisory work. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by firm-approved tools and access to various investment solutions through its extensive resources.

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-registered financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023. Prior to that, he worked at Bank of America and Merrill from 2018 to 2023. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary approach, applying an ESG eligibility framework and offering access to a broad range of investment products within a large financial organization.

Kelly Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her career includes roles at Primerica Financial Services and DCJ Transport, among others. Outside of her advisory work, she has maintained a personal connection to health products through Shaklee Corporation, though she has not actively used these products since 2013. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Jeremiah Hartley is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Carouthers is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he holds a passive investment stake in a private company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services through a national network of representatives.

Adam Alanis is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2009. 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. The firm delivers these services through Wealth Advisors and combines institutional advisory operations with brokerage and investment management capabilities.

Christopher Landon is a financial advisor with Edward Jones in Friendswood, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple third-party managers.

Michael Landolt is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 23 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Landolt serves as a director or board member for several nonprofit organizations, including the Friends of the Evelyn Meador Library and the Clear Lake Lunar Rendezvous Festival. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Leal is a Financial Consultant currently working at Fidelity Investments. She has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before her current role. Prior to joining Fidelity, she held positions at Merrill Lynch, including Financial Advisor from 2019 to 2022 and Complex Manager Assistant from 2001 to 2019. Her work focuses on partnering with individuals and families to develop personalized financial strategies. These strategies encompass investment guidance, retirement and income planning, and legacy planning, all integrated into comprehensive financial plans. Jennifer emphasizes building trust and understanding to tailor plans that reflect each client's priorities. Jennifer aims to simplify the complexities of financial planning for her clients, enabling them to focus on their life goals. Further details regarding her education, credentials, personal interests, or community involvement were not provided.

Michael Ross Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and banking-related programs to support client strategies.

Evelia Martinez is a Series 66-credentialed advisor at Merrill with three years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Cambridge Investment Research Advisors. J.P. Morgan Securities 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 in its recommendations.

Randall Klibert is a financial advisor with Edward Jones in Dickinson, TX, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Klibert serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies through a nationwide network of advisors and branch offices.

Jason Stephens is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates Jason Stephens Insurance, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven investment options.