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.

Susan Hogan is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and JSC Federal Credit Union. Outside of her advisory role, she managed rental properties through Bellona Holdings LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers both discretionary and non-discretionary advisory services.

Pradip Shah is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for five years each. Outside of his advisory role, he owns AMARPSHAH LLC, an LLC established for potential future business endeavors. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written Recommendation Reports and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, proprietary investment research, and collaboration with financial advisors, with enrollment criteria that include minimum investable assets and assets held within Ameriprise.

Thomas Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and has worked with Primerica Financial Services since 2002. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with roughly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party managers and custodians.

Alan Khalil is a financial advisor at Fidelity with Series 63, 65, and 66 licenses. He has one year of experience in the industry and previously worked in insurance and hospitality, including roles at Fred Loya Insurance and Bayou Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its roles with registered investment companies and model portfolio delivery.

David Hollkamp is a financial advisor with Mass Mutual Investors Services in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years and has been with Mass Mutual and its affiliates since 2016. Outside of his advisory role, he is an author of inspirational literature unrelated to finance. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools to develop collaborative, annual financial plans.

Ryan Nelmark is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on helping clients develop comprehensive financial plans tailored to their individual goals. He utilizes enhanced technology to provide services including planning, investments, and portfolio analysis. Ryan has extensive experience at Fidelity Investments, having held various positions since 2012. His career progression includes Investment Solutions Representative (2012-2014), Investment Consultant (2014-2016), Financial Consultant (2016-2023), and his current role since 2023. He holds an Arkansas Insurance License. Further educational background or community involvement details are not provided.

Antonio Tatum is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation. He has been in the financial industry since 2022, with prior experience at Commerce Bank, Commerce Trust Company, and ASAP Diagnostics. Before entering finance, his background includes roles at Marriott and Culvers Restaurant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Karen Hollingsworth is a Series 66 licensed financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Javier Leonardo is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2019, progressing through various positions including Investment Consultant, Relationship Manager, Regional Investment Consultant, and Inside Sales Associate. His extensive experience within the company has provided him with a deep understanding of investing and financial planning. Javier's approach involves getting to know clients beyond surface-level details by asking pertinent questions and discussing their goals, concerns, family, and important matters. He aims to help clients execute investment strategies that align with their desired outcomes. His decade of industry knowledge supports his ability to guide clients effectively.

Joshua Folsom is an advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at American General Life Insurance, AIG Capital Services, and has experience in education through roles at VIPKID HK LTD and Foreign Language Teaching and Research Press. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Michael Lassiter is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at LPL Financial, BBVA Wealth Solutions, and Select Quote/Inside Response. Outside of finance, he is involved as an owner and operator of Any Occasion Entertainment, a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Veronica Estrada is a financial advisor at Edward Jones with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she worked at SWBC Investment Services from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services and operates with a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Alan Jaks is a CFP®-certified financial advisor with 39 years of industry experience, currently with Ameriprise in Missouri City, TX. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Cheak is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1990. His work focuses on helping clients, including retirees, widows, business owners, and those approaching retirement, to determine long-term financial goals and develop customized financial strategies. David emphasizes areas such as college education planning, personal retirement planning, tax minimization, and retirement income. After serving as Branch Manager and Senior Resident Director of the Houston-Clear Lake branch for 17 years, he returned to focusing solely on his financial advisory role in December 2021. David holds a Bachelor’s degree in business from The University of Texas at Austin, earned in 1980, and an MBA from The University of Houston-Clear Lake, completed in 1988. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He began his financial services career in 1988 with a regional brokerage firm in the Clear Lake area before joining Merrill Lynch. In addition to his professional commitments, David has lived in the Clear Lake area since 1968 and is a member of the Bay Oaks Country Club. His personal interests include golfing, tennis, and traveling. He expresses a philosophy of working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Mark Bailey is a financial advisor with Edward Jones in Pearland, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is listed as president of Jones and Bailey Properties LLC, a real estate investing business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jacoby Clarke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He joined Edward Jones in 2024 after graduating from Baylor University in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.