Josh Pena is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals, values, and lifestyle. He employs a collaborative and holistic planning approach to help clients make informed decisions aimed at achieving financial independence and long-term peace of mind. Josh has been with Fidelity Investments since 2014, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, Investment Solutions Representative, and High Net Worth Associate. His extensive experience at Fidelity has provided him with a thorough understanding of financial planning and investment strategies. Outside of his professional work, Josh's personal interests include fitness, golf, reading, and snowboarding.

Stephen Benotti is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a 25% ownership stake in Sure Fine Markets, an investment-related business in League City, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Tomasek is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in The Woodlands, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anaydi Kashuba is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Citibank, as well as multiple roles within JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Michael Rondon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as BBVA Securities Inc. and BBVA Compass Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Daniel Brooks is a financial advisor with Charles Schwab, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Edward Jones, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operational resources.

Amber Seiler is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes ten years at Bank of America and Merrill. Outside of her advisory career, she has been involved in several entrepreneurial ventures, including Amber Rae Photography and Colors of Amber Makeup. 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 due diligence and applying an ESG eligibility framework in its investment recommendations.

Duncan Sandiland is a CFP® and ChFC® with 28 years of industry experience. He is currently affiliated with Cetera and has an extensive background that includes over two decades with Avantax Advisory Services and related firms. Sandiland also operates Sandiland Financial Solutions, providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Rod Rizile is a Financial Consultant with experience at Fidelity Investments, where he held various roles including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2019 to 2025. His professional background encompasses a range of responsibilities related to investment consulting, financial planning, and client relationship management. Rod's approach to financial planning is centered on understanding clients' unique financial goals. He emphasizes listening attentively and analyzing specific needs to develop personalized investment strategies aligned with long-term objectives. Outside of his professional work, Rod has personal interests in fitness, food, football, museums, and traveling.

June Stanton is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment estimates in its financial planning process.

Stephen Eggert is a financial advisor with Edward Jones in Conroe, TX, holding the ChFC® and Series 66 designations and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various educational roles, including positions with the Orange County Department of Education and multiple school districts. He also serves as an online instructor mentor for the Orange County Department of Education’s Career Tech Ed teacher credentialing program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Clifford Ely Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. from 2015 to 2017. 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 and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Michael Beck is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. In his role, he focuses on understanding clients' family dynamics and their intentions for managing their wealth, engaging regularly with them throughout their financial planning journey. Prior to his current position, Michael held various roles at Fidelity Investments, including Planning Consultant from 2021 to 2025, Relationship Manager from 2018 to 2021, and Financial Representative from 2017 to 2018. Through these positions, he has accumulated experience in financial planning and client relationship management. Outside of his professional commitments, Michael is involved in family activities and enjoys fishing, gardening, kayaking, and volunteering.

Bryan Vaughn is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the energy sector, including roles at Nabors Drilling and Canrig Drilling. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Darwin Pressley Jr. is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a short-term rental beach house in Galveston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Nanette Hernandez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining her current firm. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Christopher Thompson is Vice President and Branch Leader at the The Woodlands Investor Center with Fidelity Investments. In this role, he coaches, leads, and develops a team of financial professionals. He supervises branch activities, engages clients, and collaborates with advisors to help clients pursue their financial goals through Fidelity's financial planning capabilities and process. Christopher has held several positions at Fidelity Investments since 2018, including Branch Leader from 2023 to 2025, Managing Director from 2022 to 2023, Team Leader in Client Services from 2020 to 2022, Workplace Planning Consultant from 2019 to 2020, and Client Relationship Advocate from 2018 to 2019. Outside of his professional responsibilities, Christopher enjoys beach activities, family time, fishing, football, and photography.

Scott Lile is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, beginning his career with Merrill Lynch in 1995. Scott specializes in comprehensive wealth management strategies, including corporate executive services, family wealth management, legacy planning, personal retirement planning, and tax minimization. He leads a team focused on developing investment strategies, goals-based planning, and wealth transfer solutions, emphasizing communication, goal tracking, and portfolio review to create personalized experiences for clients. Scott holds a Bachelor's degree in Finance from Hardin-Simmons University and maintains the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Will Herndon Research Fund as a Hope Ambassador, contributing to efforts aimed at eradicating juvenile Batten Disease. Residing in The Woodlands, Texas, Scott balances his professional commitments with personal interests that include biking, golfing, reading, traveling, and spending time with his family.

Mirna Menendez is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Kelsey Shive is a Series 66 licensed financial advisor with 10 years of industry experience, currently with UBS Financial Services in The Woodlands, TX. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.