Ryan Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with J.P. Morgan Securities since 2021 and has also worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Bohli is a financial advisor with LPL Financial based in Kingwood, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Bohli Bros Lawncare and Powerwashing for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Anthony Couch is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. His career includes roles at Questar Asset Management and Woodbury Financial Services, among others. Couch is also involved with Clear Financial Network, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jessica Scott is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2023. Prior to that, she was affiliated with Sagepoint Financial, Inc. and Pre-emptive Financial Services, where she also has an administrative role. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

Moses Francis Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank and JP Morgan Securities LLC. He also has experience with God's House Of Praise Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS‑qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi‑manager and fund‑of‑funds structures and delivers model portfolios to intermediary platforms.

Monica Van Den Hudding is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with firms including Valic Financial Advisors, Bank of America, and Merrill Lynch Pierce Fenner & Smith. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Keaton Swayze is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity and its affiliated firms since 2011, as well as with Wells Fargo Investments and Chase Investment Services earlier in his career. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Jackson Kothe is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of investors and offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Michael Sofia is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

Garth Hentges is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Christie Hayden is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and TIAA-CREF. Outside of her advisory role, Christie works as an independent contractor providing dog walking and pet sitting services. Fidelity’s Strategic Advisers LLC, where Christie is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Madison Duxbury is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His career includes multiple tenures at Edward Jones, totaling 12 years, as well as four years at Invesco Advisers, Inc. 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.

Jennifer Dillee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at several firms, including Kestra Investment Services, MassMutual, and Concourse Financial Group Securities. She also operates Perkins Financial, an investment and financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform offering various portfolio management and consulting services. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Larry Claxton Jr. is an advisor with Cetera in Houston, TX. He holds Series 63 and Series 65 designations and has been in the industry since 2016 with experience at several firms including American National Insurance Company and Charles Schwab & Co., Inc. His current role at Cetera began in 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Trevor De Benon is a financial advisor at LifePlan Financial Services, LP with a Series 65 credential and one year of industry experience. Prior to joining LifePlan, he worked at Aerotek and was self-employed. He is also a managing member of DeBenon Insurance Services, LLC, which plans to become a licensed life insurance agency in Texas. LifePlan Financial Services provides investment supervisory services, financial planning, and third-party money manager selection to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and uses a combination of charting, fundamental, and technical analysis to implement investment strategies.

Charles Debenon Jr. is a financial advisor with LifePlan Financial Services, LP, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. He has been with LifePlan Financial Services since 2006 and is also involved in insurance services through DeBenon Insurance Services LLC, which plans to become a licensed Texas life insurance agency. Additionally, he manages a tax preparation business, Humble-Kingwood Business Services, LLC. LifePlan Financial Services provides investment supervisory services, financial planning, and selection of third-party money managers to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and employs a two-advisor team that builds individualized investment policy statements and uses a combination of charting, fundamental, and technical analysis to guide investment strategies.