Caleb Green is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. 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, offering model portfolios drawn from mutual funds, ETFs, and ETPs.

Allison Schaberg is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at Triad Advisors, Inc. and Ameritas Investment Corp, and has been involved with Houston Patient Advocacy since 2013. In addition to her advisory role, she provides special needs consulting, medical bill advocacy, and social security maximization analysis through Consolidated Planning Group, where she serves as general agent and owner. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment products and supports both discretionary and non-discretionary account management.

Teresa Black is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 29-year tenure at Merrill. Outside of her advisory role, she provides notary services for clients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Frank Wang is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for nine years and has operated the Law Offices of Frank Wang since 2012. Wang is also active as an attorney through Frank Wang Law PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, as well as discretionary and non-discretionary portfolio management.

Rodney Derbigny is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked for Next Financial Group, Inc. for 13 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with The Derbigny Group, a business focused on non-variable insurance and property and casualty services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Kayla Ventura is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Her career includes roles at IDB Capital Corp., Israel Discount Bank/IDB NY, and several banking and financial services firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework for its investment recommendations.

Agata Kubis is a CFP® and Series 66-licensed financial advisor with Ameriprise in Katy, TX, with 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she is involved in non-investment-related real estate ownership activities. Ameriprise provides retirement income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brianna Richardson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Advocate Financial Partners and Pacific Advisors. She also has a background in education, having worked at Texas A&M University and Cy-Woods High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors and employing systematic methodologies supported by oversight controls.

Nighat Bashir is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm applies quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework in its recommendations.

Christopher Null is a Financial Consultant who works with families in the Sugar Land area to develop personalized financial plans. His approach aims to provide peace of mind through various life events and challenges. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2020 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, he worked as a Financial Management Specialist in the US Army from 2016 to 2020 and began his career as a Financial Representative at Fidelity Investments from 2015 to 2016.

Bonnie Yeh is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2025, having also worked at JPMorgan Chase Bank, N.A. since 2020. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Taesha Hargrove is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank and Wells Fargo in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Donald Barrere is a financial advisor with OSAIC in Sugarland, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously spent nine years with SagePoint Financial before joining OSAIC in 2023. Outside of advisory work, he owns Growth and Income Solutions, Inc., an entity used exclusively for tax and payroll purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing firm-provided tools and automated processes to construct portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Joseph Silva is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages the lease and payroll for his Ameriprise practice through his ownership of jsecc, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Julie Malamud is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with Jpmorgan Chase Bank NA. Outside of her advisory role, she serves as an election clerk for Harris County and engages in online resale of vintage clothing and housewares as a hobby. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and an ESG eligibility process.

Michael Rose is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera, he worked for over two decades at Avantax entities in various advisory and insurance roles. Outside of advising, he serves as president of an auto carbon cleaning franchise and is a director of his own tax preparation and accounting firm. Cetera Investment Advisers LLC operates as an SEC-registered advisor with a nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party managers.

Jonathan Davila is a financial advisor at Edward Jones with eight years of industry experience. He has previously worked at JP Morgan Chase Bank, Merrill Lynch Inc, and Bank of America NA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lesley Pinney is a financial advisor with Fidelity and holds a Series 66 designation, bringing nine years of industry experience. Her background includes roles at Woodbury Financial Services, Capital One Advisors, and Capital One Bank. Outside of her advisory work, she operates a small design business specializing in planners and agendas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, providing model portfolios and managing various registered investment companies.

Jayesh Bhakta Bhakta is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill since 2022 and previously worked at Bank of America, N.A. beginning in 2026. Outside of finance, he has experience running lodging businesses and homemaking activities. 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, and institutional investors.

Donna Stolper Gonzalez is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Oneamerica Securities and OneHouston Financial. Outside of her advisory work, she is involved with JHRA Group LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.