Stephen Gilley is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he is licensed as an insurance agent offering various insurance products including accident, health, disability, long-term care, and fixed/indexed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Tracy Miller is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, Miller worked at K Street Retirement Partners and Cetera Advisor Networks, and has operated TMiller Financial LLC since 2006. Outside of advisory work, Miller is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Jennifer Turrentine is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Her work history includes roles at Thrivent Financial, Empower Financial Group of America, and the Texas Association of Realtors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning covering a range of topics, delivered as standalone or ongoing engagements, without discretionary trading authority over client assets.

Andrew Bishara is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1991. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Ginger Davidson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates and R. W. Baird & Co. Inc. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared with many institutional advisory programs.

Ian Reutelhuber is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and helps develop customized plans tailored to their unique needs. He emphasizes building strong relationships with clients founded on reliability, integrity, and competency. Ian has been with Fidelity Investments since 2015, progressing through various roles including Workplace Planning Consultant, Client Management Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position. His experience encompasses client management and financial consulting within the firm. Outside of his professional role, Ian enjoys family activities, reading, tennis, and traveling.

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 with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 65 licenses. Anh has two years of experience at J.P. Morgan Securities and Jpmorgan Chase Bank, following a ten-year tenure at Wells Fargo Bank, NA. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Gabriel Pena is a financial advisor with J.P. Morgan Securities in Sugar Land, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, as well as positions at PFS Investments Inc/Primerica Financial and New York Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, and it maintains regulatory registrations that support broader derivatives and commodities 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 in 2025, he worked in various roles including positions at 24 Hour Fitness, Project Walk Houston, Conservatory at Champion Forest, and LA Fitness. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and model portfolio delivery to intermediary platforms.

Brenda Munoz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She previously worked at Valic Financial Advisors for nine years before joining Cambridge in 2012. Munoz serves as Vice Regent for the Catholic Daughters Court St. Laurence #2402, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 based in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior firms include Merrill, Bank of America, and BBVA Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach.

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 at LPL Financial with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Next Financial Group Inc and Ameriprise. Outside of advising, he is an author and has experience selling and servicing term life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.