Iris Modlin currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2010, progressing through various leadership and advisory positions, including Branch Leader, Vice President Wealth Planner, Branch Service Manager, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Branch Manager and Personal Banker at JP Morgan Chase and as a Financial Advisor at Morgan Keegan & Co. Throughout her career, Iris has focused on coaching and developing associates to enhance client service and wealth planning. She emphasizes understanding each client's unique story and goals to tailor financial strategies appropriately. Outside of her professional responsibilities, Iris enjoys barre, hiking, outdoor adventures, Pilates, yoga, and spending time with her pets.

Eduardo Zuniga Jr. is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Eduardo also served in the United States Navy for 21 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning and advice focused on sustainable income sources and tax-aware withdrawal strategies.

Jamal Uddin is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, he manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves clients through a centralized consulting team and integrates algorithmic tools alongside advisor input in its planning approach.

Johnathon Bunch is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 14 years and has operated (dba) 3 Mark Financial since 2010. In addition to his advisory role, he provides insurance products and services to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Larry Sklar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and 42 years of industry experience. He previously worked at Next Financial Group Inc for 18 years and 1717 Capital Management Company for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a network of over 22,800 advisors.

Jonathan Hoegemeyer is a financial advisor with Edward Jones in Sugar Land, TX, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services supported by a large network of financial advisors and branch offices nationwide.

John Zodrow is a financial advisor at UBS Financial Services with 40 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of The Masquerade Theatre, a local musical theater company in Houston, assisting with group direction and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans.

Peter Horton is a CFP® with 16 years of industry experience, currently advising clients at Ameriprise Financial Services LLC. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward Jones. Horton serves on the Board of Directors for The Harris School Board in Houston, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hal Finberg is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 65 and Series 66 licenses and having 27 years of industry experience. He previously worked at Merrill and Bank of America before joining Wells Fargo in 2019. Outside of finance, he is a co-owner of a tattoo shop called Prison Break Tattoos in Houston. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Asheet Yagnik is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 63 designation and 31 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he has ownership interests in a hotel business in Lafayette, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Paula Wise Hansen is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and broad investment resources while managing approximately $2.74 trillion in client assets.

Minh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Laura Montealegre is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG eligibility frameworks in its recommendations.

Kalidou Bocoum is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Woodforest National Bank, and Dominos. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Chloe Mullins is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at the University of Houston Department of Communication Sciences and the UH Wellness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Cynthia Maphet is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, following roles at Morgan Stanley & Co. LLC and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured planning tools and models developed by its Global Investment Committee to support tailored financial plans.

Ryan Pledger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial. Pledger serves as a board member for the nonprofit Sienna MUD 6 in Houston, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party investment models across discretionary and non-discretionary strategies.

Beena Mathew is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2015. In addition to her advisory role, she is a CPA and is involved in tax planning and preparation through her business, Babukutty Financial, and also sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary authorities across multiple program structures.

Albert Bandoy is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Primerica Advisors, he worked at Kaiser Permanente and Collabera. He is also the owner and president of Bandoy Financial Inc. and a partner in AJB Tax Services LLC, a tax preparation business. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.