Ruben Hope III is a financial advisor with Edward Jones in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory work, he is a joint owner of a yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of financial advisors and comprehensive affiliated services.

Martin Melnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at JPMORGAN Chase Bank since 1997 and has been with J.P. Morgan Securities since 2012. Melnik also previously managed 350 Tynebridge, LLC from 2013 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through a non-discretionary advisory program.

Preston White is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His previous roles include positions at Clean Harbors, Entrusted Restoration LLC, Trustmark Bank, the San Francisco Giants, The Master's University, and Birmingham-Southern College. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerance and investment preferences.

Jasin Doan Madlum is a financial advisor at J.P. Morgan Securities in Houston, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. before his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Laurence Witte III is a financial advisor at Edward Jones in Richmond, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

Joe Chen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and is based in Houston, TX. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Steven Herce is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Joshua George is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. His career also includes roles at JPMorgan Chase Bank, N.A. and Highpoint Insurance 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Isabel Rasmussen is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her work history includes roles at Fidelity Investments, Solidcore, and teaching positions at the University of Houston and Garland McMeans Junior High. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios using proprietary methods.

Austin Gay is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Kiewit and Ernst & Young, among other positions. He serves as Secretary for a Municipal Utility District in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Alicia Turner is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked in various educational institutions and financial services firms, including Foresters Financial and Primerica Financial Services. Outside of finance, she is a partner in a music publishing company, Membrain Artist. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Navia is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Cellar Door, Verizon, Bestbuy, and Houston Certified Diamonds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs, including managed solutions and separately managed accounts. The firm is noted for its extensive retail advisor and branch network and provides affiliated offerings such as mutual funds and securities-based lending.

Chase Ambrose is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with one year of industry experience. His career includes roles at Morgan Stanley Private Bank, PNC, Northwestern Mutual, and JPMorgan Chase Bank, N.A. He attended Texas State University from 2015 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Francis Coker is a financial advisor with Beaumont Asset Management, LLC in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has been with Beaumont Asset Management since 2009. Beaumont Asset Management advises individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and manages approximately $365 million in discretionary assets.

Marco Rimassa is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has worked at Beaumont Asset Management, LLC since 2024 and has prior experience with Cfe Financial LLC, Investors Trust, Inc, The PAW Group, and Service Corporation International. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, tailoring portfolios through fundamental analysis and a mix of long- and short-term strategies aligned with client objectives and risk tolerance.

Margaret Meaux is a financial advisor at Beaumont Asset Management, LLC in Richmond, TX, holding a Series 65 designation with five years of industry experience. She previously worked at Wells Fargo from 2019 to 2021 and has held multiple roles within Beaumont Asset Management since 2017. Beaumont Asset Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with tailored portfolio allocations and manages approximately $365 million in discretionary assets.