Asa Ehrlich is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity as an Investor Center Intern in 2022, progressing through positions including Financial Representative, Relationship Manager, and Investment Consultant before his current appointment. In his role, Asa focuses on understanding clients' personal and financial needs to develop customized strategies. He utilizes Fidelity's technology and planning tools to build lasting client relationships and provide ongoing guidance to help clients achieve their evolving financial goals. Outside of his professional work, Asa is interested in board games, camping, football, social events with friends, and golf.

Edgar Hull is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns a yacht brokerage company in Charleston, SC, and is a founder and board member of CP Soccer Houston, a charitable organization focused on fundraising and community activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research, capital markets services, and affiliated banking solutions.

Corey Lashway is a financial advisor based in Houston, TX, affiliated with Primerica Advisors. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Lashway has been with Primerica Advisors since 2017 and also has experience with Primerica Financial Services and Fastenal Company. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Daniel Hodge is a financial advisor with Edward Jones in La Porte, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Valarie Minetos is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. She previously worked at Pruco Securities, LLC, and CrestWare, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jack Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Meletio Lighting and Electric and was affiliated with Texas A&M University. Fidelity’s Strategic Advisers LLC, where Jack Mason is based, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

William Rovirosa is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity, including Investment Solutions Representative III, II, and I, as well as High Net Worth Associate, demonstrating a breadth of experience within the financial services industry. Prior to joining Fidelity, he worked as a Wire Risk Banking Specialist at USAA from 2020 to 2021. William holds an Arkansas Insurance License, supporting his expertise in providing financial planning services. He approaches financial planning collaboratively, aiming to understand clients' support needs and preferences to develop actionable plans geared towards financial success. Outside of his professional work, William enjoys activities such as camping, fitness, food exploration, golf, hiking, and parenthood.

Jessica Babcock is a Series 66-licensed financial advisor with Edward Jones in Pearland, TX, with three years of industry experience. Prior to joining Edward Jones, she worked at N2 Distribution and has been involved with Thornton's Gymnastics Center for over ten years, where she coaches children ages 3 to 12. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offices.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include seven years at J.P. Morgan Securities. 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 strategies, 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.

Ann Krieger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including prior roles at LPL Financial and Waddell & Reed. She serves as an executor of an estate in a personal capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning tools supported by its Global Investment Committee.

Brent Lilly is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves in the United States Marine Corps Reserve. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Paul Lindberg Jr. is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at State Farm VP Management Corp and insurance agencies. Lindberg also manages an advisory business, DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized consulting team that generates algorithm-assisted, customizable recommendations.

Roy Salas is a financial advisor with Edward Jones in Kemah, TX, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is involved with Statoil Texas Onshore Properties LLC, related to oil and gas royalties. 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 strategies, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Joseph Olivares is a Series 66-credentialed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities, having previously held roles at Bank of America, Merrill, and Scope Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm incorporates both quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.

Kelly Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her career includes roles at Primerica Financial Services and DCJ Transport, among others. Outside of her advisory work, she has maintained a personal connection to health products through Shaklee Corporation, though she has not actively used these products since 2013. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Jeremiah Hartley is a Series 66 licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Ameriprise from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. 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.

Thomas Carouthers is a Series 66-licensed financial advisor with LPL Financial who has 25 years of industry experience. He previously worked at Merrill for seven years before joining LPL Financial in 2009. Outside of his advisory role, he holds a minority ownership stake in a private company called Arena Power. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Alanis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. His earlier experience includes two years at Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Robert Bouvier is a CFP® and ChFC® professional with 25 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a proprietary money market fund, supported by a nationwide network of more than 23,700 financial advisors.