Brendan Barry is a Financial Consultant at Fidelity Investments, where he focuses on developing cost-effective financial planning strategies for clients. His work includes tax-efficient investing, charitable giving, and retirement strategies. Brendan joined Fidelity in 2023, progressing through roles as Investment Solutions and Investment Consultant before his current position. Prior to joining Fidelity, Brendan gained experience as an Advisory Associate at Triad Advisors from 2020 to 2023 and worked as a Financial Advisor at Raymond James from 2018 to 2020. He holds a California Insurance License. Outside of his professional career, Brendan has interests in football, running, skiing, and spending time at the lake. He also participates in volunteering activities.

Melanie Null is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodlands Asset Management and D.H. Hill Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Andrew Atkinson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Baird since 2013. Outside of his advisory role, he is involved as an owner/member in LLCs related to racehorse investment and rental property. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a blend of manager-traded and model-traded strategies along with tax management and direct indexing.

Deonte Henson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Taso and Daikin Comfort Tech. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a noteworthy role as an advisor to multiple registered investment companies and fund-of-funds.

Emmanuel Velazquez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., Regions Bank, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Lynn Wammel is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. She has spent her entire career at Edward Jones since 2006. Outside of her advisory role, she performs contract work reviewing bridge inspections and related reports for ASK Engineering in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies supported by a large national network and operates under a fiduciary standard.

Michael Byers II is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Keeara Thompson is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience and has been associated with both Merrill and Bank of America N.A. for 15 years. Outside of advising, she is involved in a family-owned business selling women’s hair extensions. 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, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Irving Moses Jr. is a financial advisor with Primerica Advisors in Humble, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Yi Xuan Cheng is a financial advisor with LPL Financial in Spring, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Cheng worked at firms including Benedetti, Gucer & Associates, Ameriprise, and DriveWealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms to individuals and organizations, with a broad range of investment strategies supported by proprietary research and technology.

Nathan Birney is a financial advisor with Ameriprise in Seabrook, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Birney is the owner of Hensley Birney LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Norena Kirwan is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020, following prior roles at Ameriprise Financial and other firms. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of investment management and financial planning services, utilizing manager-traded and model-traded strategies alongside internal research and technology tools.

Delia Moreno is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities LLC since 2020, with a prior tenure at JPMorgan Chase Bank, N.A. beginning in 2009. 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’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Stephen Allain is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and advisory services supported by internal research, portfolio management expertise, and strategic partnerships.

Nadia Berleth is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Fidelity Investments, Thrivent Investment Management, Equitable Advisors, and Lone Star College, where she has been involved for several years. She is also associated with Berleth & Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Sebastian Marti is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include five years with TIAA-CREF before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with discretionary and non-discretionary program options.

Lydia Armelin is a financial advisor with J.P. Morgan Securities in Spring, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank. In addition to her advisory role, she was involved with TAV Houston Volleyball from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Daniel Lynch is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience with several small businesses, including Resale with a Purpose from 2016 to 2023. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Lance Thompson is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thompson serves as a board member of St. Mark Houston church and is on the Board of Regents for Concordia University Texas. He also owns a timber farm in Trinity, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning on various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Robert White is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 63 designation and over 38 years of industry experience. He has worked at LPL Financial since 2000 and previously spent five years with Intrua Financial. Outside of his advisory role, White is a licensed notary public in Texas and is involved in tax preparation and accounting through a related tax services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and various institutional platforms.