Joshua Gurvey is a financial advisor with Fidelity Investments in Friendswood, TX, holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Bleakley Financial Group. He is also involved with the Evelyn Rubenstein Jewish Community Center, contributing significant time to membership services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Karl Reed is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Cesar Sosa is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and one year of industry experience. His prior work includes six years at Bank of America. Outside of his advisory role, he is a pianist at Iglesia Sin Limites, a local church in South Houston. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Juan Zaragoza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he was involved in entrepreneurial ventures including Zarca Roofing LLC and Zarca Services LLC. He also spent six years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with both non-discretionary and discretionary management options, supported by research and a formal alternative investment process.

Justin Bremer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2010. In addition to his advisory role, he teaches a university course at the University of Houston’s Bauer College of Business. 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 across mutual funds, ETFs, and ETPs.

Kenneth Webb is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Webb serves as power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Janey Rizvi is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Pasadena, TX, and has 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. Outside of her advisory role, she is an owner and partner of Minilith LLC, a company focused on designing and selling computer equipment. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Robert Bozka is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of advising, he serves on the Investment Committee for the City of Friendswood, Texas and has involvement in family partnerships and oil and gas royalty interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC 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 recommendations.

Travis Magliolo is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served eight years in the United States Marine Corps. Magliolo is also the elected Mayor of the City of Dickinson, Texas, where he leads the city council. 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 under management and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 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 wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has held roles at University Federal Credit Union for 11 years and CUSO Financial Services, LP for 10 years prior to his current position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Corey Fanning is a financial advisor at LPL Financial based in Houston, TX, holding a Series 66 credential. He has been in the industry since 2026, previously working at Texas First Bank and several other firms and companies in various roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Alicia Ellis is a financial advisor with Ameriprise in Pasadena, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Texas Bay Credit Union, and Cuso Financial Services. She also works as a financial advisor for Shell Federal Credit Union, meeting with credit union members to provide financial advice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on assets held in Ameriprise Managed Accounts.

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

John Eyster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at CUNA Mutual Group, CUNA Brokerage Services, Comerica Securities, and Lincoln Financial Distributors. He also serves as a temporary director on a nonprofit board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources.

Kristi Trevino is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Durrett Motor Company/Texas Star Financial from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Life Insurance Company, Lincoln Financial Distributors, Paychex, Inc., and ADP Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct and manage portfolios across various asset classes.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.