Kimberly Ferrin is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Minh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012 in various roles. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Bradley is a CFP® professional with 15 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. His work history includes roles at Cambridge Investment Research, Inc. and Bradley Wealth Advisors, LLC. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various custodial platforms and proprietary and third-party model strategies.

Kalidou Bocoum is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to his career in finance, he spent nine years at Domino's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Chloe Mullins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles, including positions at the University of Houston Department of Communication Sciences and the UH Wellness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Albert Bandoy is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020, following roles at Primerica Financial Services and Kaiser Permanente. Outside of advising, Bandoy owns Bandoy Financial Inc. and is a partner in AJB Tax Services LLC, a tax preparation business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure for its services.

George Rockley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience including service in the United States Navy and work at the United States Marshal Service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, research, and various investment strategies.

Eugene Pokhozhay is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at JPMorgan Securities LLC, Northstar Wealth Management Inc, and Advisory Alpha, LLC. Outside of finance, he was involved with Fun Factory Party, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Raimie Hodges is a financial advisor at Edward Jones in Katy, TX, holding Series 63 and Series 66 credentials with nine years of industry experience. Her prior roles include positions at Merrill Lynch Bank of America and J.P. Morgan Securities. Outside of her advisory work, she volunteers teaching basic budgeting and savings lessons to women in and recently released from prison and serves as a precinct chair for the Harris County GOP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates a large national network of advisors and branch offices and offers services including tax-efficient investing and proxy voting under a fiduciary standard.

William Chou is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2025 and previously at New Marco Polo Inc. from 2014 to 2021. 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 employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and fund-of-funds.

Matthew Cote is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Edward Jones, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he has been involved with Velox Accounting and Financial Services since 2013, assisting with payroll, bookkeeping, research, and business consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and managing approximately $1.01 trillion in assets.

Hoang Nguyen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Tuyet Minh Hoang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2018, she worked with TMHH Investments LLC, Bank of America, and Merrill from 2011 to 2018. 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. The firm offers non-discretionary services through a select group of Wealth Advisors and has distinctive regulatory registrations that expand its product offerings.

James Galpin III is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He worked at Invesco from 2009 to 2017 before joining Ameriprise, where he has been since 2017. Outside of his advisory role, he is co-owner of Galpin Ag, a family agricultural business involved in livestock production and land management. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Corey Jones is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, he served six years with the Houston Police Department and four years in the United States Marine Corps. He also worked with Veterans Securing America and has experience outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, model portfolios, and oversight of affiliated and unaffiliated sub-advisers.

Janet Montgomery is a CFP®-designated financial advisor with 22 years of industry experience. She has been with Cetera since 2020, previously working at First Allied Securities, INC. and First Allied Advisory Services, INC. Montgomery holds a fiduciary position with Brother's Family Limited Partnership and serves as vice president on the board of Alanon Family Group Service, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with various program structures and custodial relationships.

Kelly Keahey is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with custody and trade execution facilitated by Pershing and Primerica Brokerage Services.

Christopher St. Laurent is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he is the owner of Imperial Studios, LLC, which operates as Imperial Athletics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a variety of clients including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers comprehensive financial planning and advisory programs, emphasizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Camden Hippler is a financial advisor with Edward Jones in Fulshear, TX. He holds a Series 66 designation and has been with Edward Jones since 2023, including current and prior roles totaling approximately four years. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Narine Bhola serves as Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her tenure at Fidelity in 2020 as a Financial Consultant before advancing to her current position. Narine has accumulated extensive experience in financial consulting through her previous roles, including Senior Financial Consultant at TD Ameritrade Inc from 2018 to 2020, Investment Consultant at Scottrade from 2016 to 2018, and Private Client Advisor at JPMorgan Securities, LLC from 2011 to 2015. Her career also includes positions as a Licensed Relationship Banker at Chase Investments Services Corp and Licensed Personal Banker at Astoria Federal Savings. Narine works with clients to define and prioritize their financial goals through in-depth planning, developing tailored strategies to meet the unique needs of her clients and their families. She emphasizes periodic reviews of plans and strategies to support long-term financial success. Outside of her professional work, Narine enjoys family activities, fitness, social events with friends, outdoor adventures, traveling, and volunteering.