Jacob Gonzalez is a financial advisor with Wells Fargo Clearing based in Cypress, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Gonzalez worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background also includes roles at Lone Star National Bank and experience outside the financial sector. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Tara Olson is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked with several firms, including Avantax Advisory Services and R&R Wealth Management. Olson also supports advisors and clients as a paraplanner with DGN Wealth Advisors, where she assists in client enrollment and meeting preparation. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.

Meaghan Marquez Peraca is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2020, she worked in the veterinary field and operated a retail business. 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 advisors and branch offices.

John Behrend Jr. is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies supported by a large nationwide network of advisors and branch offices.

Hrini Sandoval is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, she focuses on understanding each client's unique needs and goals and educates them on available options to help achieve their objectives. She works collaboratively with clients to develop customized investment strategies tailored to their priorities. Prior to her current position, Hrini was a Wealth Management Service Specialist, II at Fidelity Investments from 2022 to 2026. Before joining Fidelity, she worked as a Senior Registered Client Service Associate at UBS from 2016 to 2018.

Keith Nix is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years with the Cypress Fairbanks Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tanner Mitchell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2022. Prior to this, he was employed at JPMorgan Chase Bank, N.A. and held positions at Mettler Center and Herriott's Rental. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gabriel Aguilar is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Cypress, TX. Outside of his advisory role, he is associated with a medical practice focused on sleep and headache solutions in Houston. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.

David Burke is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at Accenture, JP Morgan, and deVere Acuma, as well as a period at Rice University. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Joseph Bassett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior positions include roles at Brighthouse Financial, Allianz Life Insurance Company of North America, Cetera Advisors, and McKinney Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Richard Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors, FTR Technology, and various positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Beth Hearn is a CFP® with 39 years of experience in financial services, currently serving at OSAIC since 2025. Her prior experience includes eight years at Lincoln Financial Advisors Corporation and eleven years at Waddell & Reed, INC. and various insurance carriers through W&R Insurance Agencies, Inc. She is also a licensed notary. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory platforms and investment services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Tony Solomon is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop comprehensive financial plans that aim to grow, preserve, and distribute wealth. He focuses on simplifying complex financial concepts and leveraging Fidelity's resources and technology platform to deliver personalized financial solutions. Tony's professional experience includes roles as an Investment Consultant at Fidelity Investments, CFO at MLMPI Preparatory Academy, and AVP Private Client Banker in the Advisor Development Program at JPMorgan Chase. His career reflects a broad background in financial consulting, investment advising, and financial management. Outside of his professional responsibilities, Tony is interested in family activities, golf, and military service.

Joshua Jurek is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Thrivent Financial, Chick-fil-A, and ownership of HeBrews Coffeehouse. Outside of his advisory work, Jurek serves as a board member of the Design Discovery and Development Foundation and as a house church pastor at Grace House Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written financial recommendations across various planning areas without implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system, while advisors maintain responsibility for plan delivery and updates.

Indira Urcuyo is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, N.A., Moopark College, Walmart, and Lafise Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Lester Bostwick is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at Next Financial Group Inc since 2008. Outside of advisory services, he is also active as an agent in the sale and service of fixed annuities and life/health insurance products. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, and provides both discretionary and non-discretionary management supported by research and model portfolios.

William Lloyd is a financial advisor with Fidelity, holding the Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity, he worked at JP Morgan Chase and JP Morgan Securities from 2016 to 2022. Outside of his financial career, he operates a woodworking business called Willow's Woodshop, where he creates and sells wood products online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and utilizes systematic methodologies in its discretionary and non-discretionary management offerings.

Nicholas Domingue is a financial advisor at Morgan Stanley in Houston, TX, with 21 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he is involved as a disc jockey with the University of Louisiana at Lafayette athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by its Global Investment Committee’s return estimates and modeling tools.

John Dunegan is a financial advisor with Thrivent Investment Management in Houston, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, he worked at Private Advisor Group, LPL Financial, Brookwood Advisors, and Invesco. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm focuses on goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

Stephen Alexander is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and NEXT Financial Group for nine years. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios on discretionary or non-discretionary bases.