Phuong Doan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. In addition to her advisory role, she is an IRS Enrolled Agent providing tax preparation services and also assists with tax preparation at V.V. Babukutty. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and consulting services.

Anh Dieu is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Anh worked for ten years at Wells Fargo Bank, NA. Anh holds Series 63 and Series 65 designations and is based in Sugar Land, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gabriel Pena is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, with prior experience at PFS Investments Inc/Primerica Financial and New York Life. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Rizzo is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and additional services such as a trust company and securities-based lending.

Jennifer Robbins is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments, BBVA Securities Inc, Morgan Stanley, SWBC Investment Services, and Capital One Investing. Outside of advising, she has explored real estate opportunities through an ownership interest in Next Adventure Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment strategies supported by a large network of financial advisors and branch offices nationwide.

Joshua Griffin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on creating personalized financial strategies tailored to clients' long-term goals. His approach includes helping clients understand and manage essential aspects of their finances, such as retirement planning, spending, and investment decisions. Joshua has experience assisting clients with complex financial situations including managing concentrated stock positions and navigating significant life transitions like retirement, divorce, marriage, inheritance, and business sales. He collaborates with various professionals, including estate attorneys and accountants, to coordinate comprehensive financial and legacy planning. His areas of expertise encompass education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and strategies for small businesses and non-profits. An alumnus of Texas A&M University, Joshua holds the Personal Investment Advisor (PIA) designation. He is active in community and professional organizations such as the Sugar Land Rotary Club, Junior Achievement, Central Fort Bend Chamber of Commerce, Toastmasters International, and the Vantage Professional Network. Outside of his professional life, he enjoys camping, painting, reading, soccer, table tennis, volleyball, and woodworking.

Deandre Sumrall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at 24 Hour Fitness and Project Walk Houston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI integration in research, and its advisory role to multiple registered investment companies.

Brenda Munoz is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge since 2012. Munoz also serves as Vice Regent for the Catholic Daughters Court St. Laurence, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm utilizes a variety of portfolio management approaches and platform arrangements, offering both discretionary and non-discretionary investment implementation tailored to client objectives.

Mary Wheeler is a Planning Consultant at Fidelity Investments, where she collaborates with clients on the wealth management team to develop clear and concise understandings of their unique financial situations. She emphasizes connecting with clients and their families to foster trust and ensure they feel understood in their financial relationships. Mary's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, a Registered Wealth Management Client Associate at Merrill Lynch, and a Financial Representative at Fidelity Investments. She holds insurance licenses for Arkansas and California. Outside of her professional work, Mary has interests in concerts, fitness, reading, and yoga.

Monte Piper III is a Series 66 credentialed financial advisor with Edward Jones in Sugar Land, TX, with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions in education with multiple independent school districts. He is also listed as a manager of Piperstein, LLC, an online marketing business that remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branches.

Alireza Hashemi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients, leveraging his expertise to help manage and grow their wealth. He holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards and knowledge in the financial advisory field. Alireza earned his Bachelor's Degree from the University of Houston System. His background combines formal education and professional credentials to support clients in achieving their financial goals.

Jesus Garza is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill and BBVA Securities, among other firms. 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 and investment management capabilities.

Parag Bhavsar is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at HIR Inc and PAAJ LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients through a nationwide network of advisors and branch offices and operates under a fiduciary standard.

Nikhil Modi is a financial advisor with LPL Financial based in Stafford, TX, holding the Series 63 and Series 66 designations and bringing 33 years of industry experience. Prior to joining LPL Financial in 2025, he has been with Next Financial Group Inc since 2009. Modi is also an author and engages in selling and servicing term life insurance. 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 diverse advisory programs and financial planning services, supported by comprehensive research and a wide range of investment strategies.

Diego Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and his own business ventures from 2016 to 2025. 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 through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathryn Biron is a Series 66 licensed advisor with Merrill, where she has been working since 2009, totaling 17 years of experience. She serves as a board member for BridgeYear, a nonprofit focused on connecting underserved youth to career and educational opportunities that offer economic stability without necessarily requiring a college degree. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

David Cromack is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and supports a range of clients with tailored asset allocation and retirement analyses.

Jeffrey Schaberg is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Triad Advisors and Sirius Solutions, LLLP. He is also involved with Consolidated Planning Group, providing consulting services focused on special needs planning, including Social Security, cost of care, guardianship, and related benefits. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and strategies for portfolio construction and supports multiple advisory platforms, including legacy program transitions and model account solutions.

Jeremy Cooke is a CFP® professional with 22 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and also maintains a role at JPMorgan Chase Bank, NA, where he has worked since 2003. Based in Houston, TX, Cooke holds Series 63 and Series 66 licenses. 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 combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Syed Afzaal is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is an owner and partner in a Crave Cookies franchise. 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 combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.