Rajashree Lahoti is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise since 2009. Outside of her advisory role, she conducts educational classes aimed at empowering women through financial literacy. Ameriprise offers retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Juan Rascon is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include six years at BBVA-affiliated firms across wealth management, securities, insurance, and banking sectors. He also serves as a board member and director of financial strategy for GCD Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

Kris Mason is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2011. In this capacity, he leads a team of professionals focused on delivering a superior experience in the financial services industry and supporting clients in achieving their personal and professional goals. Kris has extensive experience within Fidelity Investments, having held various positions since 1995, including Assistant Branch Manager, Senior Account Executive, Financial Representative III, Premium Account Executive, Premium Representative, and Brokerage Representative. Prior to joining Fidelity, he worked as a Financial Advisor at American Express Financial Advisors in 1995. Outside of his professional career, Kris has interests in golf, music, and traveling.

George Philip is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with World Financial Group and Cetera Wealth Services. Outside of his advisory role, he owns a CPA firm specializing in tax and accounting services and is involved with the nonprofit Gulf Coast Community Services Association as a CPA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and third-party managers alongside bespoke strategies.

Howard Lemon is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic automation alongside oversight committees to support its retirement income services.

Matthew Kullman is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Prior to his career in finance, he spent sixteen years at the Library of Congress. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Corey Ingram is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He joined J.P. Morgan Securities in 2017 after two years with Prudential Insurance Company and Pruco Securities. Outside of his advisory work, he pursues woodworking as a hobby and occasionally photographs and films for his wife's business. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Marques Mitchell is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. His work history includes roles at PFS Investments Inc. and Unilev Management. Mitchell also engages in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third parties and supports trade execution and custody through established financial institutions.

Mohammad Asif Sheikh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and CIT Group. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Donavon Sammons is a financial advisor at Fidelity with 14 years of industry experience and holds a Series 66 designation. He has worked with Fidelity Investments Institutional Services Company since 2014 and has been involved with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, Sammons owns a residential home construction business and serves as an official umpire for track and field events ranging from high school to professional levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios built from mutual funds, ETFs, and ETPs.

Nicole Rizzo is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Fidelity Investments and Edward Jones Investments, along with experience outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Abigail Flores is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions related to accounting and sales, as well as an engagement with the University of Houston Program for Excellence in Selling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Sean Roberts is currently the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to customize, build, and execute their unique financial plans. His professional identity centers on providing tailored financial advice to meet individual client needs. Sean's experience spans several roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Relationship Manager, showcasing a progressive career in financial services since 2019. Prior to that, he worked as a Financial Advisor at Roberts Wealth Management, Link Investment Services, and Edward Jones. His experience covers a broad range of financial advisory services. He holds an AR Insurance License. Outside of his professional work, Sean's personal interests include fishing, football, outdoor adventures, parenthood, reading, and traveling.

Keith Bernstein is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He brings over 25 years of experience in the financial services industry, providing wealth management strategies tailored for retirees, high net worth individuals, and business owners. Keith is committed to delivering personalized financial advice and access to specialized investment services that meet the needs of sophisticated investors. Keith holds a Bachelor's Degree in Engineering from Auburn University and transitioned from a decade-long career in the Engineering and Construction Industry to financial services in 1999. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, retirement income, and portfolio management services. Keith resides in Sugar Land with his wife and two children. He values family and community and actively volunteers with organizations such as GiGi's Playhouse (Down Syndrome Achievement Center). His personal interests include adventure sports, baseball, basketball, biking, fishing, football, hiking, reading, and spending time with his family.

Gregory Buchai is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Ginger Hardy is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including FSC Securities Corporation and THE Legacy One Group. Hardy also serves as Chief Operating Officer of Singletrack Financial LLC, where she oversees office operations and supports advisor services. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs a range of portfolio construction tools and third-party services to support customized portfolio management for its clients.

Tadeus Latawiec is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of experience. His prior roles include positions at US Technical Solutions, Alta Marketing, and the University of Texas at Austin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bridget Yeung is a financial advisor with OSAIC in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Lincoln Financial Securities Corporation for 17 years prior to joining OSAIC. Yeung participates in community and nonprofit activities, serving on boards such as the Sugar Land Heritage Foundation and the Sugar Land Cultural Arts Foundation, and is involved with the Arc of Fort Bend County Foundation. OSAIC Wealth, Inc. provides services to a diverse client base, including individual and institutional investors, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizes asset-allocation tools and risk assessment methods, and supports both discretionary and non-discretionary account management with access to various investment options and third-party money managers.

Jason Pehl is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2010. Outside of finance, he is an owner and partner of Hotworx, an infrared fitness studio franchise in Sugar Land, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Samuel Granberry is a financial advisor at Edward Jones in Pearland, TX, with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has volunteered with the Pearland City Volunteer Fire Department for over a decade and serves as Vice President of Harvest Creek Publishing and Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.