Bridget Yeung is a financial advisor with OSAIC in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Lincoln Financial Securities Corporation for 17 years prior to joining OSAIC. Yeung participates in community and nonprofit activities, serving on boards such as the Sugar Land Heritage Foundation and the Sugar Land Cultural Arts Foundation, and is involved with the Arc of Fort Bend County Foundation. OSAIC Wealth, Inc. provides services to a diverse client base, including individual and institutional investors, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizes asset-allocation tools and risk assessment methods, and supports both discretionary and non-discretionary account management with access to various investment options and third-party money managers.

Mark Walker is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1982. Outside of advisory work, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jonathan Reyes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Raymond James Financial Services from 2009 to 2023. Outside of advisory work, he owns a small rental property. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with a multi-manager platform approach.

Bill O'Brien is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works closely with a select group of individuals and families to develop comprehensive financial plans tailored to their unique lifestyles. His approach begins with a discovery process aimed at understanding each client's unique story and financial goals. Bill's career at Fidelity Investments spans over a decade, during which he has held several positions including Vice President Wealth Management Advisor from 2025 to present, Vice President Wealth Planner from 2018 to 2025, Investment Consultant from 2014 to 2018, Relationship Manager from 2013 to 2014, and Financial Representative from 2012 to 2013.

Andrew Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Triad Advisors and Primerica Advisors. Outside of his advisory role, Morris is the owner and head brewer of Sport Suits Brewing Company, a brewery and taproom in Missouri City, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple platform programs and managed-account solutions.

Hany Khalil is a financial advisor with J.P. Morgan Securities in Katy, Texas, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Bank of America, as well as positions outside of finance at Apple and various other companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework guiding their recommendations.

Susanna Schlangen is a financial advisor with Charles Schwab in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes roles at TD Ameritrade, NDX Systems U.S., Cox Global Associates, Geneos Wealth Management, and Trisperity Advisors. She has been with Charles Schwab since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s investment approach combines non-discretionary advisory with access to discretionary separately managed accounts, employing multi-asset model portfolios complemented by due diligence on alternative investments.

Abhay Nair is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory role, he is the sole proprietor of Azure Expanse Homes LLC, a real estate wholesaling and AI business based in Houston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed with long-term asset allocation strategies.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. He holds a Series 63 designation. Outside of advising, Messier is an insurance agent specializing in fixed life, health, accident, long-term care insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and offers access to third-party models and managed-account solutions.

Steven Williams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he was with First Command and VALIC Financial Advisors. Outside of his advisory role, he is a co-owner of Williams Way Realty LLC, a real estate company managed by his spouse. 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 through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive services.

Vincent Doucette Jr. is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is president of two real estate LLCs based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Keith Patterson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax, and Securities America. He is involved outside of his advisory work as the treasurer of the Fort Bend Christian Academy Booster Club, which supports athletic teams. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations 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 along with research and model portfolios from internal and third-party sources.

Justin Greene is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He began his career at Fidelity in 2004, gaining experience in various capacities including Investment Specialist, Retirement Relationship Manager, and Financial Consultant. Throughout his tenure, he has focused on helping clients develop financial plans aimed at achieving financial independence. Greene's expertise encompasses financial planning and investment strategy, supporting clients in formulating actionable plans to reach their financial goals. His approach emphasizes the importance of having a concrete plan rather than leaving goals as wishes. He has been with Fidelity Investments since 2004, progressing through multiple roles that reflect his commitment to client service and financial planning.

Ajit Gore is a financial advisor with Primerica Advisors in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investment, Inc. since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and custodians such as BNY Mellon Advisors and Pershing, with a tiered wrap-fee structure and oversight of model selection.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Matthew Leyden is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Ashlyne Ball is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with three years of industry experience. She has worked with Edward Jones since 2016. Outside of advising, she is a silent owner of a print manufacturing business based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages assets of approximately $1.01 trillion and operates a nationwide network of over 23,000 financial advisors.

Krystal Fritsch is a financial advisor at Edward Jones located in Sealy, TX, holding a Series 66 designation with eight years at the firm and one year of industry experience. Prior to joining Edward Jones, she was not employed in the financial sector for two years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Bob Lincoln is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bobasa International Trading Co and JPMorgan Chase Bank, N.A. He is based in Houston, TX. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Sara Halstead is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Bay Area Aquanauts Inc. and The Lemonade Circle. Outside of advising, she is involved as an employee in marine transportation with Boone Towing Inc. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.