Matthew King is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 27 years of industry experience and has worked previously at Ameriprise Financial Services, Inc. Outside of his advisory role, King is involved in legal services as president of KING ESTATE LAW, PLLC, and owner of SIERRA, SPEARS, & KING PLLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. He holds a Series 63 designation. Outside of advising, Messier is an insurance agent specializing in fixed life, health, accident, long-term care insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and offers access to third-party models and managed-account solutions.

Steven Williams is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at First Command and VALIC Financial Advisors. Outside of his advisory role, he is co-owner of a real estate company managed by his spouse. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing asset-allocation modeling, manager searches, and customized reporting within a non-discretionary framework. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with J.P. Morgan’s broker-dealer and banking organizations.

Maria Prado is a financial advisor at Stifel with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Oppenheimer & Co Inc and Wells Fargo, and she has held teaching roles at Houston Community College and the University of Houston. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Ahmad Chauhan is currently employed as a Planning Consultant at Fidelity Investments, where he contributes to a wealth management team focused on assisting clients in navigating and achieving their financial objectives. His role involves understanding the distinct needs of each client to provide tailored financial guidance. Ahmad has accumulated extensive experience in the financial industry since 2015, holding positions such as Investment Consultant at Fidelity Investments, Wealth Management Advisor at LPL Financial, Financial Solutions Advisor at Merrill, and Relationship Manager at Bank of America. His career reflects a broad exposure to various facets of financial advisory and wealth management. Outside of his professional endeavors, Ahmad has interests that include cars, fitness, movies, reading, and writing.

Jenny Espinoza is a Financial Consultant currently working at Fidelity Investments since 2025. She has held various roles within Fidelity Investments, including Financial Consultant 1 from 2024 to 2025 and Planning Consultant from 2023 to 2024. Prior to joining Fidelity, Jenny worked as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2023, a Private Banker at Wells Fargo from 2014 to 2015, and a Licensed Relationship Banker at JPMorgan Chase from 2009 to 2013. With 15 years of experience in financial services, Jenny focuses on helping clients achieve their financial goals by developing customized financial plans tailored to their unique needs and aspirations. She holds a California Insurance License and is committed to providing exceptional service and building lasting client relationships. Outside of her professional career, Jenny enjoys spending time at the beach, engaging in family activities, attending social events with friends, traveling, parenthood, and volunteering.

Jeffrey O'Brien is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His career includes roles at Merrill Lynch and Bank of America, as well as Raymond James Financial Services. He is also involved with The Noble Group in a business capacity related to his LPL practice. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Keith Patterson is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 designation and has worked with several firms including Avantax and Cetera Wealth Services. Outside his advisory work, he serves as Treasurer of the Fort Bend Christian Academy Booster Club, managing the organization’s bank accounts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Herbert Bender is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2007. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

David Riggs II is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Word Of Restoration Christian Fellowship and is involved in consulting and real estate management through several business ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Suzannah Rako Bsaiso is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Estee Lauder The Cosmetic Company Store and Express. She is a co-owner of a family rental property in Dickinson, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and nonprofit clients.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Christopher Reilly is a financial advisor with Raymond James Financial Services Advisors, Inc. in Houston, TX, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as Vice President of First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools such as deterministic and probability modeling, and supports specialized municipal and public-finance work through a unique affiliation with a municipal advisor.

Markine Dorch is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and also has roles with Harris Health System and Primerica Financial Services. Outside of advising, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio models implemented by BNY Mellon Advisors.

Chukwuemeka Onumaeme is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Ascend Elements, Chevron Philips, and Primerica Financial Services. He is engaged in sales of non-investment products such as home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,997 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Xiang Ci Mei is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Mei has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held roles at Cetera and East West Bank from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Thomas Ford is a financial advisor with Morgan Stanley based in Sugar Land, TX, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as stints at Citigroup Global Markets and UBS Financial Services. Outside of his advisory work, he is involved with Rocky Top TX LLC, a finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, with clients responsible for plan implementation and updates.

Terry Bradford is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored guidance through a centralized consulting team, emphasizing the use of Ameriprise-managed assets and algorithmic support in its recommendations.

Carly Voyles is a financial advisor at Edward Jones in Rosenberg, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Baker Botts LLP for two years and has experience at PricewaterhouseCoopers and Southern Methodist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services.

Glenda Martinez is a Financial Consultant at Fidelity, where she focuses on understanding her clients' personal stories, families, needs, and goals. She has been working in the financial services industry for over 19 years, assisting individuals, families, and business owners through various life stages and market cycles. Her experience includes roles such as Senior Premier Banker and Vice President at Wells Fargo Bank, Client Service Associate at JPMorgan Chase Bank, Private Client Banker and Licensed Banker at Chase Bank, Registered Representative at First Investors, and Lead Teller at Bank of America. Glenda's approach involves strategic holistic financial planning to help clients build, manage, protect, and transition their wealth.