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.

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.

Diamantina Araujo is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2011, and was employed at Ascension Press from 2012 to 2018. Outside of her advisory role, she serves as a notary public and volunteers as a monitor for court-ordered child visitations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based tiered wrap fee structure.

Mark Smith is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Cetera Advisors LLC since 2013, including his current role starting in 2024. Outside of his advisory work, he owns and operates insurance-related businesses focused on property and casualty insurance as well as fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

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.

Shane Stephens is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients to develop financial plans that align with their individual goals and needs, and assists in implementing these plans through appropriate investment strategies. Shane's experience at Fidelity Investments spans several roles, including Financial Representative in 2022, Investment Consultant from 2023 to 2024, and Financial Consultant from 2024 to the present. Outside of his professional work, Shane has personal interests in baseball, fishing, football, golf, kayaking, and spending time with pets.

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.

Thalia Savvidis is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, she is involved with DGW Worldwide, LLC as an independent advisor. Ameriprise provides a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria, offering 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 these services through a centralized consulting team.

Douglas Ottosen is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2023. In addition to advisory work, Ottosen has involvement in non-investment activities related to home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Carter Malonson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles including positions at North Italia and Vanderbilt University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Justin O’Bannon is a financial advisor with OSAIC Wealth, Inc. in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been employed by BP Energy Co since 2014. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supports discretionary and non-discretionary strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

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.

Stephen Hever III is a financial advisor at LPL Financial in Houston, TX, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at JSC Federal Credit Union, IMG Financial Group, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

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.

Mayank Rai is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as an office manager involved in life and health insurance and indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of programs and third-party manager options.