Miguel Velazquez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, he spent 15 years at Citibank NA. Outside of his advisory role, Velazquez serves as a diving competition judge. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Madison Konermann is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has held various roles at firms including Securities America and Riverbend Financial Group. In addition to her advisory work, she is the Director of Business Development at Altus Consulting Group, a sole proprietorship focused on business growth and client relationships. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment platforms and employs tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to client needs.

Sean Jaussi is a Vice President and Branch Leader at Fidelity Investments. In his role, he helps coach and support associates who partner with clients to co-create personal financial plans. Sean has been with Fidelity Investments since 2014, progressing through various positions including Client Services Representative, Workplace Planning Consultant, Regional Center Learning Lead, Team Leader for Workplace Planning and Advice, and Branch Leader before assuming his current role in 2024. His experience encompasses leadership and workplace planning within the financial services industry. Outside of his professional career, Sean is involved in activities such as family activities, football, parenthood, reading, volunteering, and writing.

Geoffrey Turnbull is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Chance Vogel is a financial advisor with Edelman Financial Engines in Sugar Land, TX, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2020 and previously at TDAmeritrade from 2015 to 2020. Outside of his advisory role, he serves as Vice Chairman of the Lamb and Goat Auction Committee for the Houston Livestock Show and Rodeo. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions.

Alban Derieux is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works closely with clients to build comprehensive financial plans, with a particular focus on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances to develop and implement an action plan tailored to their individual needs, preferences, and timeline. Prior to his current position, Alban served as an Investment Consultant and Client Management Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2018 to 2021. Alban holds a California Insurance License. Outside of his professional work, Alban has interests in biking, cars, cooking and baking, hiking, military service, and motorcycles.

Alberto Molina is a financial advisor with LPL Financial in Humble, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Arca Continental and Coca-Cola Southwest Beverages. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Samantha Ward is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked previously at Merrill and held several roles within Morgan Stanley since 2016. Outside of her advisory work, Ward serves on the finance committee and board of Girls on the Run Greater Houston, a nonprofit focused on youth development. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate planning agreements.

Natalie Gaskamp is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and LPL Financial. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Ethan White is a financial advisor with LPL Financial in Kingwood, Texas, holding a Series 66 credential and seven years of industry experience. He has been with LPL Financial since 2012 and is also involved in tax preparation and accounting services through Ordos Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jacob Watson is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles from Investment Consultant to Financial Consultant before his current vice presidential role. Prior to joining Fidelity, he worked as a New Client Development Specialist at TD Ameritrade in 2019. Jacob focuses on understanding the various financial decisions his clients face during different life events. He approaches financial planning by considering his clients' current life circumstances and strives to provide clear explanations for his recommendations. His goal is to support clients through changing situations with straightforward and tailored financial plans. Outside of his professional work, Jacob enjoys cooking and baking, fitness activities, socializing with friends, gardening, hiking, and traveling.

Troy Perkins is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously served at Concourse Financial Group Securities and Lincoln Financial Securities. Perkins is also involved in several financial service businesses, including his own Perkins Financial, where he provides insurance and financial products. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program options.

Scott Gross is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and business owners pursue financial confidence through personalized wealth management strategies tailored to their unique goals, values, and aspirations. Scott works closely with clients to develop thoughtful and flexible financial plans that address various aspects of their financial lives, including investments, retirement planning, risk management, estate considerations, cash flow needs, and legacy objectives. With a family background in financial planning, Scott brings a collaborative and proof-based approach to advising. Alongside his brother Gary at Gross and Associates, he combines technical expertise and interpersonal skills to provide strategies supported by financial modeling. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scott holds a Personal Investment Advisor (PIA) designation and earned his education from the University of North Texas and Klein Forest High School. Outside of his professional role, he has interests in adventure sports, ice hockey, scuba diving, and soccer.

Tyler Fink is a financial advisor at Merrill with a Series 66 designation. He has prior experience at Bank of America, Fisher Investments, and has worked in various roles outside the financial industry, including at Texas Christian University and Bear Creek Running Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Rogers is a CFP® and ChFC® with 11 years of industry experience, currently practicing at Edward Jones in Conroe, TX. He has been with Edward Jones since 2014 and previously served in the US Army Reserves from 2013 to 2021. Outside of his advisory role, Rogers is a rental property owner. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Pritchard is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with Capital One Advisors, LLC and Capital One Investing, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management strategies.

Stephanie Herrera is a financial advisor with Primerica Advisors in Conroe, Texas, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, Herrera owns Ash Services, a non-investment related business in Conroe. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nicholas Hathaway is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop personalized strategies that align with their financial goals. His approach involves connecting clients with appropriate plans and processes to manage investing and wealth planning effectively. Nicholas has expertise in areas including general investing, retirement planning, and preparing for unforeseen financial needs. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), he brings professional credentials to support clients' financial decision-making. He holds a Bachelor's Degree from the University of Houston.

Brandon Roth is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. 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, distribution, and investment management capabilities.

Matthew Lentz is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, concurrently with his role at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.