David Mitchell is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2009. He has been with Fidelity since 1998, progressing through positions including Financial Planning Consultant, Senior Investment Consultant, and Account Executive. Prior to joining Fidelity, he worked as an Account Executive at Bank United Securities Corp. and J.B. Oxford & Company in 1997. With over two decades of experience in the financial services industry, David specializes in partnering with clients to develop wealth planning strategies. He focuses on leveraging technology, cost-efficient investment options, and planning strategies to help clients work towards financial independence in retirement and beyond.

Nicholas D Amato is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a range of financial planning topics without offering discretionary portfolio management or institutional advisory services.

April Sullivan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Jordan Golson is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and also maintains a role at Amegy Bank since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Melissa Greer is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Banc One Securities Corporation in 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to inform its investment approach.

Laura Brigman is a financial advisor at Morgan Stanley with 4 years of industry experience and holds Series 66 and Series 63 designations. She has been with Morgan Stanley since 2013. Outside of her advisory role, Brigman serves as treasurer for The Woodlands College Park Football Booster Club. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Jacob Welsh is a financial advisor at Cetera with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Concourse Financial Group Securities Inc and JPMorgan Chase Bank, N.A. Welsh also serves as an executor of estates in a non-investment capacity. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets across more than 10,000 advisors and 800,000 clients.

Teresa O’Connor is a financial advisor with OSAIC in Spring, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2021 and previously spent seven years at VOYA Financial Advisors. Outside of her advisory role, she is president of AltusCG Holdings, Inc., a holding company that manages the administrative operations and ownership transfer of her financial services firm. OSAIC Wealth serves a wide range of clients—including retail and institutional investors, retirement plan sponsors, and charities—offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and private-equity ownership, which shape its product offerings and platform economics.

Kevin Vasquez is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025. Before joining Fidelity Investments, Kevin worked as a Financial Solutions Advisor at Merrill and Bank of America between 2020 and 2024. Kevin partners with his clients through a collaborative planning approach. He engages in holistic discussions around clients' financial situations and understands their unique preferences to help create customized financial plans tailored to their financial and emotional goals, needs, and objectives. Outside of his professional responsibilities, Kevin has interests in baseball, family activities, fitness, football, soccer, and traveling.

Deborah Mansfield is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. Her prior work includes roles at J.P. Morgan Securities, Chase Investment Services Corp., Morgan Stanley, Citigroup Global Markets, and Cetera Advisors LLC. She also serves as power of attorney for her father. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Charles Mehling is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in the sale of group and individual health, fixed life, disability income, and long-term care insurance products through Mehling Financial Group. 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 a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Pickett is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Brandi Hernandez Acevedo is a Series 66-credentialed advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2023 and spent thirteen years at Bank of America and Merrill from 2010 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that delivers written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates forward-looking capital market assumptions, using an ESG eligibility framework in its recommendations.

Tyler Kinchen is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Energy Capital Credit Union, JP Morgan Chase Bank, and various service and educational organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Lisa Calloway is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors since 2020, preceded by work at H.D. Vest and Wells Fargo Clearing. She is also the owner of Focus Forward Divorce Planning, a divorce planning service based in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and offering access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Sean Apostalo is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to create financial plans aimed at achieving their financial goals. Sean has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Representative II. His extensive experience covers multiple aspects of financial consulting and client relationship management within Fidelity. Sean's career path reflects a deep engagement with investment solutions and financial planning. Outside of his professional role, he enjoys boating, fishing, gardening, scuba diving, and swimming.

Julia Arnsworth is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliated entities.

Barry Tate is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior positions include roles at Ameriprise Financial Services, Edward Jones, and Kestra Advisory. Outside his advisory work, he is the owner of Tate Cinnaholic Ventures LLC, a non-investment business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided by independent advisers utilizing a range of discretionary and non-discretionary strategies.

Taylor Allcott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2013 and holds FINRA Series 7 and Series 66 registrations. Taylor is a specially qualified Senior Portfolio Advisor who provides investment advice and guidance, helping clients pursue their objectives by building and managing custom investment strategies, including selecting from Merrill Lynch model portfolios and third-party strategies. In the firm's Investment Advisory Program, he may manage client strategies on a discretionary basis. He holds a Bachelor of Business Administration in Finance from the University of Kentucky and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Taylor's client focus areas include college education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Outside of his professional work, Taylor is involved with organizations such as "Be A Resource for CPS Kids" and the "Peanut Butter Cannery." He is a member of the Greater Houston University of Kentucky Alumni Club.

Jason Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 license and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His other business activities include serving as an executor of multiple estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using firm-approved tools and manages approximately $2.74 trillion in client assets.