Diego Fernandez is a financial advisor with J.P. Morgan Securities in Pearland, TX. He holds a Series 66 designation and has one year of industry experience. Before joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., and has previous experience with Equitable Financial Life Insurance and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kathryn Biron is a Series 66-qualified financial advisor with Merrill in Sugar Land, TX, and has 17 years of experience with the firm. She serves as a board member for BridgeYear, a nonprofit organization focused on connecting underserved youth to career and educational pathways that promote economic stability. 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 individuals, high-net-worth clients, and various institutional investors.

David Cromack is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and supports a range of clients with tailored asset allocation and retirement analyses.

Jeffrey Schaberg is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors and Sirius Solutions, LLLP. In addition to his advisory role, Schaberg is involved with Consolidated Planning Group, where he provides special needs consulting focused on Social Security, cost of care, government benefits, and related non-financial guidance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers access to third-party managers and alternative investments within a complex affiliate network.

Jeremy Cooke is a CFP® credentialed advisor with 23 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has worked at JPMorgan Chase Bank, NA since 2003. Based in Houston, TX, Cooke holds Series 63 and Series 66 licenses. 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 through a non-discretionary program. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Syed Afzaal is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and over 26 years of industry experience. He has worked at several firms including Merrill, Banc of America Investment Services, and JPMorgan Chase Bank, where he has been affiliated since 2009. Outside of finance, he is an owner and partner in a Crave Cookies franchise, involved in background operations part-time. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Surojeet Ghatak is a CFA® charterholder and Series 63 licensed financial advisor with over 31 years of industry experience. He is currently with LPL Financial and The Noble Group, having previously worked at Raymond James Financial Services and Fidelity Investments Institutional Services Company. 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 advanced operational and research tools.

Cathy Buchanan is a CFP® and Series 63-registered financial advisor with 27 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Cathy is also the owner of Metam Wealth Advisors, LLC, a separate advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides multiple platform options along with proprietary model strategies under the Founders Gate Capital brand.

John Osborn is a CFP® and ChFC® with 48 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and has longstanding experience at New England Life dating back to 1985. Outside of his advisory role, he serves on the board of a local Property Owners Association and is involved in administration and bookkeeping for qualified plans. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Alicia Smith is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles at Primerica Advisors since 2020, as well as prior positions at PFSI Investment Inc. and Jordan Cove LNG, LLC. Outside of advising, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody/clearing services.

Lamar Morris is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Stifel, where he has worked since 2020. Prior to that, he spent nine years at Bank of America, N.A. Outside of financial advising, he is involved in oil and gas exploration through Spooner Petroleum. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Stephen Bonczek is a financial advisor with OSAIC, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Royal Alliance Associates, INC., Bonczek Financial Services, First Independent Advisory Services, Inc., American General Securities Incorporated, and Ameriprise. He is also involved in insurance sales and service through his business, Bonczek Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of advisory and brokerage services with an investment process centered on model-based asset allocation and portfolio optimization.

Russell Kemp is a CFP® with 21 years of industry experience, currently serving at RBC Capital Markets since 2008. Based in Sugar Land, TX, he holds the Series 66 designation. Outside of his advisory role, he is a passive owner of a department store in Kerrville, Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Sopuruchi Uchechi Onuoha is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Primerica Financial Services, TDCJ, and Kamalu, Wodu and Associates. Her business activities include sales of investment-related products and referral of home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies created by unaffiliated asset managers, supported by trade execution and custody arrangements with BNY Mellon Advisors and Pershing.

Shawn Nicol is a CFP®-designated financial advisor with Edward Jones, based in Bellaire, TX, with 21 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Anthony Bui is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Brayan Uriostegui Tadeo is a financial advisor with Fidelity in Missouri City, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Merrill, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Martin Pate is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1996. In his role, Martin assists clients in portfolio construction tailored to their risk tolerance, objectives, and time horizons through the Investment Advisory Program. His client focus areas include institutional and corporate benefit services, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Martin holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor’s and Master’s degrees from the Texas A&M University System, with a Master’s in Statistics. He has also completed training at Wharton’s Executive Education Program. A resident of Fort Bend County for over 38 years, Martin, along with his wife Pam and their three children, is active in the local community, including involvement with the Houston Livestock Show and Rodeo. Outside of his professional work, Martin enjoys baseball, cooking, fishing, football, gardening, golfing, horseback riding, and woodworking. His approach to wealth management emphasizes collaboration to align financial planning with clients’ unique life priorities and changing circumstances.

Lance Campolong is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. His professional approach is centered on dignity, transparency, and improving his clients' financial situations by understanding their individual needs, concerns, and goals. Lance emphasizes building relationships through open communication, proactive outreach, and tailored strategies. Outside of his professional life, he has interests in baseball, family activities, golf, and traveling, and he values parenthood and exploring culinary experiences.

Miguel Arias is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of finance, he works as a food deliverer for DoorDash. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.