Garrett Frazier is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience and previously worked two years at Fund Services Group. He completed his education at the University of Oklahoma before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Yasir Manzoor is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary strategies.

Susan Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in investment management. She works with high net worth individuals, families, foundations, endowments, and not-for-profit organizations to help them achieve their financial goals through personalized wealth management strategies. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Susan holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama and a Master’s degree in Finance from Virginia Commonwealth University. She has earned the Personal Investment Advisor (PIA) designation. Susan is skilled in investment management, asset allocation, portfolio management, stocks, bonds, and finance. In addition to her professional work, Susan values community involvement and volunteers with local organizations. Her personal interests include football, golfing, spending time with her family, and traveling. She is committed to working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Jeffrey Howell is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 licenses. He has 27 years of industry experience, all with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Sautter is a financial advisor at Edward Jones in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, LPL Financial, and John Hancock Advisers LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Neil Puskorius is a Senior Financial Advisor at Merrill Lynch Wealth Management, with 15 years of experience in the financial advising industry. He specializes in working with individual families and small businesses, focusing on building, preserving, and growing their wealth through investment and insurance solutions. He holds a Bachelor's Degree in Finance from Texas State University, graduating Cum Laude in 2010. Neil attained his FINRA registrations also in 2010 and earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2015. He also holds the Personal Investment Advisor (PIA) designation. Neil is based in north Houston, currently living in Tomball with his wife Maranda and their daughter Virginia. Outside of his professional work, he enjoys cooking, music, reading, and spending time with his family. He is also a fan of baseball, particularly the Houston Astros.

Nicole Stokes is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009. Stokes holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nicholas Hirstein 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. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities LLC provides consulting services to institutional clients, including corporations and foundations, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Tijinekia Telford is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Farmers Financial Solutions, The Prudential Insurance Company of America, and Pruco Securities. She is involved in commercial insurance sales through her own insurance agency and provides notary services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm uses a platform that integrates advisory programs with insurance sales and other financial products, supported by LPL’s research and third-party portfolio management.

Jenae Jordan is a Series 66 licensed financial advisor with Edward Jones in Houston, TX. She has been with Edward Jones since 2020. Prior to her current role, she was involved with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Andrea Armstrong is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Armstrong worked at the University of Texas Southwestern Medical Center and the MD Anderson Cancer Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of approximately 23,701 financial advisors.

Ted Lukeman is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Royal Alliance Associates since 2011. Outside of advisory services, he operates a sole proprietorship as a general agent offering major medical and life insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Richard Davis is a financial advisor with Edward Jones in Spring, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and also works as an athletic trainer providing coverage for sporting events in the north Houston area. Prior to joining Edward Jones, he worked in education with Magnolia ISD and Conroe ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Cassie Lopez is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her work history includes roles at JPMorgan Securities LLC and Wells Fargo prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Mark Hemann is a financial advisor with Thrivent Investment Management in Spring, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Hemann serves as a board member and treasurer for the Northampton Municipal Utility District and co-manages a family-owned ranch property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning areas without portfolio management for institutional clients. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan” while keeping these services separate.

Nicholas Perry is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Houston, TX. He has eight years of industry experience, including six years in the restaurant sector prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

John Gutfranski is a CFP® professional with 31 years of industry experience, currently advising at Cetera since 2021. His prior experience includes six years at VOYA Financial Advisors. He serves as a director on a local utility district board overseeing water management operations. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and advisory services, managing over $256 billion in assets.

Steven Spurling is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Columbia Management Investment Distributors Inc and MML Distributors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Poopak Saatpour is a financial advisor at Merrill with Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at Wells Fargo Clearing and Wells Fargo Bank for ten years combined and spent two years at Keller William Realty. 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.

Schneyder Metellus is a financial advisor at Morgan Stanley in Cypress, TX, with four years of industry experience. He holds the Series 66 designation and has previously worked at the United States Department of Justice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.