Jamie Dillon is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BBVA Securities Inc., and Colonial Life. Merrill, along 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 corporate entities.

Jay Foy is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2001. Over his tenure at Fidelity, he has held multiple roles including Financial Consultant, Investments Representative, Senior Fixed Income Specialist, and Financial Representative. Jay has more than two decades of experience in wealth planning and financial consulting. He is committed to helping clients and families pursue their financial goals by prioritizing client needs and upholding Fidelity's brand, ethics, and values. Outside of his professional work, Jay enjoys biking, hiking, running, swimming, solving puzzles, and parenthood.

Gregory Gregory is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ credential and Series 63 license. Gregory has worked at several firms including Avantax and has operated his own firm, Gregory Financial Services Inc, since 2009. He serves as Treasurer and Comptroller for the Sharpstown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing both affiliated and third-party managers within multiple program structures.

Valiullah Najafi is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Cetera and Prosperity Advisors, LLC, and has operated Najafi Financial Services since 2002. He is also involved in insurance services and holds several securities licenses. Outside of finance, he owns a residential rental property for which he provides maintenance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a multi-manager platform, featuring both discretionary and non-discretionary account management across multiple program structures.

Bradford Goon is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Paula Davis is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sonia Alaniz is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, Sonia owns a small business crafting and selling flower pens and arrangements through an online shop and local craft fairs. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets with a large network of advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Joshua Carrillo is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, including a role at Charles Schwab Bank since 2021. Outside of his advisory work, he delivers food orders as a Dasher for DoorDash. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-backed alternative investments.

Ruben Hope IV is a financial advisor with Edward Jones in Richmond, TX. He holds a Series 66 designation and has 10 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Dongyue Jiang is a CFP® professional with nine years of experience in the financial services industry. He is currently with UBS Financial Services and has previous experience at Schwab Wealth Advisory Inc. and Charles Schwab Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Samuel Clark is a CFP® and Series 63 licensed advisor with 11 years of industry experience, currently working at Fidelity since 2021. He previously spent seven years at Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Justin Hernandez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2020, following six years at TIAA-CREF. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

Elva Morales is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services, Inc. for nine years and has been associated with The Noble Group since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and various portfolio management options.

Frederick Graney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping families, individuals, and small businesses pursue their lifestyle goals through personalized wealth management strategies. His client expertise includes family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. With 25 years of experience, Frederick develops individualized financial plans based on meaningful goals, personal risk tolerance, and comprehensive service programs. He holds a Bachelor’s Degree from the College of the Holy Cross and the Professional Investment Advisor (PIA) designation. Frederick is committed to providing a flexible strategy adapted to changing market conditions and leveraging the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Frederick’s approach emphasizes working one-on-one with clients to develop personalized strategies aligned with their long-term objectives.

Matthew Richter is a CFP® and ChFC® with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Tanya Stringer is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at UNLV Medicine and Harris Health System, with a one-year sabbatical in 2019. Outside of advisory work, she is the owner of JNO, LLC, a venture focused on designing women's executive clothing and accessories, and serves as a volunteer board member for YMDQ, LLC, assisting with strategic planning and outreach efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.

Leslea Stock Lopez is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. She previously worked at Wunderlich Securities, Inc. for nine years before joining LPL Financial in 2018. 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, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Hugo Rodrigues is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 15 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, offering clients a range of advisory and brokerage capabilities.

Gregory Smeraldi is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Crane Worldwide Logistics, Oracle Netsuite, and multiple terms at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies and AI in portfolio management.

Carlos Torresdey is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial and Houston Federal Credit Union in 2025, he worked at Bank of America and Merrill from 2017 to 2025. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios, research, and various technological tools.