Jeremiah Corbin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Texas Wealth Management, LLC and FSC Securities Corp. He is also involved in client account management at Texas Wealth Management, LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of services such as integrated brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms.

Michelle Pardivala is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, her work history includes roles outside the financial sector, such as positions at MD Medical Management, G3 Innovations, and The Tutoring Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Cameron Hall is a financial advisor with LPL Financial, holding a Series 66 credential and bringing eight years of industry experience. His career includes roles at Edward Jones and C & D Steward Financial prior to joining LPL Financial. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diversified financial planning, advisory programs, and retirement plan consulting, utilizing a variety of investment management approaches and proprietary research.

Mark Latawiec is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns and manages rental storage units through an investment-related LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services that include both discretionary and non-discretionary options tailored to plan objectives and demographics.

Bart Reese is a CFP® professional with 34 years of industry experience, currently serving with Stifel since 2019. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a partner in Texas Outdoor Specialties LLC, which provides recreational outdoor activities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Evan De Los Santos is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in the restaurant industry and held roles related to recreational sports and education at Texas A&M University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Troy Spencer is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Transamerica Financial Advisors, Inc., ProEquities, Inc., and long-term involvement with Primerica Financial Services and World Financial Group, Inc. Outside of advisory work, he serves as president and CEO of Troy R. Spencer PC, an accounting and tax preparation firm, and is trustee of a family trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Garth Mchenry is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of his advisory role, he is involved in hotel investment and management ventures and holds interests in hospitality-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Elizabeth Curtis is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has prior work experience at Ameriprise Financial Services, Merrill, Bank of America, and Shell in various roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive nationwide advisor and branch network and affiliated capabilities beyond advisory services.

Cohen Reagan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. His previous roles include positions at TD Ameritrade Investment Management, LLC, and TD Ameritrade Inc. since 2007. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mary Cardenas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has worked at LPL Financial since 2024 and previously at Raymond James Financial Services and The Noble Group. Outside of her advisory role, she is involved with Cardenas Financial Associates LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Durham is a financial advisor with Primerica Advisors in Sugar Land, Texas, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, he operates a YouTube channel under Chris Durham & Associates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-driven investment strategies managed by third parties. The firm manages approximately $15.5 billion in assets through a large network of advisors and offices.

Sidney Jenkins is a financial advisor at Fidelity with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fidelity, Jenkins worked in management roles at Mattress Firm and Pappas Restaurants. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and quantitative methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Eric Hernandez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, LPL Financial, and NYLIFE Securities. Hernandez is based in Sugar Land, TX. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, providing asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Jason Allen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 large institutional advisory operations with affiliated brokerage and investment management capabilities.

Todd Harris is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked for 15 years. He has 23 years of industry experience. Outside of his advisory role, he owns and operates PANGAEA SOLUTIONS, INC., a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple platform arrangements and a range of discretionary and non-discretionary investment strategies.

Marcus Castille is a financial advisor at Primerica Advisors with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he was employed in educational roles with Fort Bend ISD and Port Arthur ISD, and held a financial services role at Momentum Financial. Outside of advising, he operates a non-investment related business under Pure Potential Properties. Primerica Advisors offers 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 utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody through BNY Mellon Advisors and Pershing.

Zach Flores is an Investment Consultant at Fidelity Investments, where he collaborates with local clients and their families to create and execute personalized financial plans tailored to their unique goals and situations. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before assuming his current role. His experience at Fidelity Investments spans various client-facing roles, providing him with a broad understanding of investment strategies and client relationship management. This progression reflects his commitment to supporting clients in achieving their financial objectives. No information regarding his education, credentials, personal interests, or community involvement has been provided.

John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.

Duane Bolpa is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. In this role, he assists clients in developing long-term wealth plans and focuses on areas including college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, women and wealth, tax minimization, and retirement income. He aims to collaborate with clients to create personalized plans based on their life priorities, family, goals, and aspirations. Duane holds a Bachelor of Business Administration degree in Accounting and Finance from the University of Houston. He has been in the financial services industry for 22 years and has been with Merrill Lynch since 2007. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Duane serves as Chairman of the Board at Magnolia Creek Golf Club. His personal interests include golfing, cooking, music, dining out, and spending time with his family.