Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexander Fleming is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in education and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Cobb is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and GWN Securities. Outside of his advisory work, he has been involved with a custom pool construction business and served as a stay-at-home parent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research, with capabilities spanning discretionary and non-discretionary management.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Barbara Harmon is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

Maxwell Stover is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ruszkowski Fisher Group. Based in Houston, he provides personalized wealth management strategies tailored to each client's financial goals. Maxwell focuses on areas including college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing, among others. Maxwell grew up in Corpus Christi, Texas, and earned a bachelor's degree in economics from Texas A&M University Corpus Christi. Following his graduation in 2011, he relocated to Houston to pursue a career as a financial advisor, joining Merrill Lynch Wealth Management in 2015. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Maxwell participates in community activities such as volunteering with Houston Cares Animal Rescue. Outside of work, he enjoys camping, cooking, fishing, hiking, music, reading, skiing, and spending time with his family.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 66 and Series 65 credentials and 12 years of industry experience. His prior roles include positions with AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory work, he is also a part-time Uber driver. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by third-party asset managers.

Carlos Gonzalez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working at JPMorgan Chase Bank, N.A. since 2018. 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. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Sasha Thompson is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Compass Insurance Agency, Zions Bank, and LPL Financial. Thompson has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a notable nationwide network of financial advisors and branch offices.

Lance Allen is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera, Heritage Bank, Edward Jones, and DWS Investments Distributors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Dave Mohammed is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at CUNA Brokerage Services, INC and Cuna Mutual Group for ten years. Outside of his advisory role, he manages a property management business in League City, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a distinctive focus on systematic methodologies and oversight.

Esther Beal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2011. She holds the Series 63 and Series 66 designations. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Parker Joffrion is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at KPMG and spent five years in full-time education. Outside of his advisory role, he co-owns and manages the bookkeeping for a small used construction equipment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support its advisors.

Stephanie Tamburello is a financial advisor at Merrill with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America and Merrill since 2014. Based in Houston, TX, she has spent over a decade working within these firms. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. He has been with PFS Investments Inc. since 2022 and has a background in event production as a freelance contractor since 2017. Additionally, he is involved with Adore Ministries. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm primarily utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment approaches.

Brint Galey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several financial institutions, including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he serves as an independent contractor for a family business involved in hazardous remediation, managing vendor payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.