Teresa Black is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 29-year tenure at Merrill. Outside of her advisory role, she provides notary services for clients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Diana Momin is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Her work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and BBVA Securities Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes derivatives and commodities capabilities not commonly found in similar institutional programs.

Diana Diaz Valles is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. since 2014. Outside of her advisory role, she is an owner of Texas ER Plumbing LLC, a company providing residential and commercial plumbing services. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to support portfolio recommendations, which clients implement with final decision-making authority.

Frank Wang is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Next Financial Group, Inc. for nine years and has operated the Law Offices of Frank Wang since 2012. In addition to his advisory work, he provides legal services through Frank Wang Law PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse financial planning and investment management solutions, utilizing a broad network of advisors and various portfolio strategies.

Kayla Ventura is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Sugar Land, TX, and has two years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, IDB Capital Corp., Israel Discount Bank, and other financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with a focus on written asset allocation advice and manager searches.

Brianna Richardson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Advocate Financial Partners and Pacific Advisors. She also has a background in education, having worked at Texas A&M University and Cy-Woods High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors and employing systematic methodologies supported by oversight controls.

Nighat Bashir is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and employing both quantitative and qualitative research methods.

Erick Tavahen is a Financial Consultant I at Fidelity Investments, bringing a structured approach to financial analysis and client support. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before his current position starting in 2025. His expertise lies in conducting financial analysis and identifying often overlooked opportunities to assist clients in their financial journeys. Erick holds insurance licenses in Arkansas and California, enabling him to provide a range of services within these jurisdictions. Outside of his professional role, Erick has interests in biking, movies, outdoor adventures, and soccer.

Christopher Null is a Financial Consultant who works with families in the Sugar Land area to develop personalized financial plans. His approach aims to provide peace of mind through various life events and challenges. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2020 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, he worked as a Financial Management Specialist in the US Army from 2016 to 2020 and began his career as a Financial Representative at Fidelity Investments from 2015 to 2016.

Bonnie Yeh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at JPMORGAN Chase Bank, N.A. for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients.

Taesha Hargrove is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, N.A., with overlapping roles in their respective clearing and securities divisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Donald Barrere is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SagePoint Financial, Transamerica Financial Advisors, Ameriprise, and Morgan Stanley Dw Inc. He is the owner of Growth and Income Solutions, Inc., an entity used exclusively for payroll and tax purposes. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and maintains a broad affiliate network and multiple custodial arrangements.

Julie Malamud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience at Wells Fargo Investments and Wells Fargo Clearing. Outside of her advisory work, she is employed as a contractor selling vintage clothing and housewares online through various e-commerce platforms. 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 and fund searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its advisory process and offers capabilities in derivatives and commodities through various registrations and affiliates.

Michael Rose is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera, he worked for over two decades at Avantax entities in various advisory and insurance roles. Outside of advising, he serves as president of an auto carbon cleaning franchise and is a director of his own tax preparation and accounting firm. Cetera Investment Advisers LLC operates as an SEC-registered advisor with a nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party managers.

Sebastian Rodriguez is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meharena Tukabo is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and over 29 years of industry experience. Before joining Cambridge in 2019, she worked at Ameritas Investment Corp. and CCF Investments. Outside of her advisory role, she is involved in several business ventures including ownership of an automotive repair service and work as a real estate broker. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Nayeli Gomez is a financial advisor at J.P. Morgan Securities in Houston, TX, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to her current role, she was affiliated with the Montgomery County Woman's Center and Sam Houston State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Jonathan Davila is a financial advisor at Edward Jones with eight years of industry experience. He has previously worked at JP Morgan Chase Bank, Merrill Lynch Inc, and Bank of America NA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gavin Riddle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has worked at Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Premium Representative, Retirement Specialist, and Financial Representative. Throughout his tenure at Fidelity, Gavin has focused on providing clients with wealth management strategies tailored to benefit them and their families both presently and in the future. He leverages Fidelity's brand, technology, and investment platform to support his clients' financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Jayesh Bhakta Bhakta is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has held roles at Bank of America, N.A. since 2026 and has prior experience with lodging enterprises and homemaking activities. Merrill 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, and institutional accounts.