Alan Dawson is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Tony Yu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank from 2012 to 2018 before joining Cetera and East West Bank in 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Allison Stark is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Akedis, DIVA Built & PETRA Built, Brand Advantage LLC, Oracle Netsuite, and Katy Cares Inc. 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 programs and solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Gi Young Lee is a Financial Consultant at Fidelity Investments, where they collaborate with clients and their families to develop financial plans based on trust, comfort, and confidence. They have been with Fidelity since 2020, initially serving as a Workplace Planning Adviser before advancing to their current role in 2023. Prior to joining Fidelity, Gi Young Lee worked as a Financial Associate at TD Ameritrade from 2019 to 2020. Throughout their career, Gi Young Lee has gained experience in financial consulting and workplace planning, focusing on creating tailored financial strategies for clients. The biography does not provide specific information about their education or credentials. Outside of their professional work, Gi Young Lee enjoys boating, attending concerts, fishing, and exploring culinary experiences as a foodie.

Xiaoqing Mathews 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 J.P. Morgan Securities since 2012, including time at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Curtis is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Edward Dobin is a financial advisor at Ameriprise in Houston, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Qing Yao is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. Outside of her advisory role, she manages a rental property in Missouri City, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Arturo Castelan is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Fidelity and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Andrew Hemingway is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at First Command Advisory Services and affiliated firms for three years. Outside of advisory work, he manages a mineral interest business through Sooner OG, L.L.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and its own research.

Justin Paschal is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, having worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2010 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Donald Whitehead Jr. is a financial advisor with Morgan Stanley in Bellaire, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Whitehead also serves as a trustee for multiple investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Asaf Glaich is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for ten years before joining Stifel in 2021. Outside of his advisory role, he is involved in oil and gas investment through a holding company and owns a remodeling and construction business. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrea Veerachalee is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has prior experience at Fidelity Investments. Before entering the financial industry, she spent several years in full-time education. 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. The firm’s integrated structure combines non-discretionary advisory services with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Norma Pena is a financial advisor with LPL Financial in Richmond, TX, holding a Series 63 designation and bringing 32 years of industry experience. She previously worked at Waddell & Reed, Inc. and various insurance carriers from 1992 to 2021. Pena is also involved in non-variable insurance activities alongside her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Danielle Gomez is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked across multiple Fidelity affiliates since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and advisory solutions.

Marcela Galvan is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets and Arterx Neu, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Jason Tang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, BB&T, and JPMorgan Chase Bank. Tang has been with J.P. Morgan Securities since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services through a combination of advisory and brokerage capabilities, with recommendations made on a non-discretionary basis.

Jason Cancino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is a general partner in Tools 4 Guys LLC, a family-run business that produces power tool reviews and DIY content. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kyillah Peterson is a financial advisor with Fidelity and holds a Series 66 credential. She has one year of industry experience and previously worked in various roles outside the financial sector, including at Sport Clips and in chiropractic and creative design environments. Fidelity’s Strategic Advisers LLC, where she is employed, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.