Jeffrey Aboloff is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1989 and holds the Series 63 designation. He also serves as a FINRA arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights.

Faheem Khwaja is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in integrating various aspects of clients' financial lives to help them achieve significant goals including retirement planning, investment consulting, and exit strategies for business owners. Faheem focuses on building trust and utilizes advanced wealth planning tools tailored to his clients' risk tolerance and financial objectives. He holds multiple professional certifications including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS). Faheem earned an Associate's Degree from Adamajee Government Science College. His expertise extends to serving diverse clients, including business owners, and aligning financial plans with their unique needs. Born in Pakistan and residing in Houston for over three decades, Faheem is engaged in community service through volunteering with organizations addressing necessities such as food, medicine, clean water, and education. He communicates with clients in English and Urdu and emphasizes active listening, confidentiality, and privacy in his client relationships.

Donna Ward is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, she served as a Financial Advisor at Equitable from 2018 to 2023. Donna focuses on understanding clients' needs and goals to develop personalized financial plans aimed at providing clarity and confidence for their financial futures.

Jacob Welsh is a financial advisor at Cetera with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Concourse Financial Group Securities Inc and JPMorgan Chase Bank, N.A. Welsh also serves as an executor of estates in a non-investment capacity. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets across more than 10,000 advisors and 800,000 clients.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Donnell Carter is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a curated approach to third-party asset managers and uses a tiered wrap fee structure.

Bradley Walkoviak is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. He is also the owner of Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Nicole Chan is a financial advisor at RBC Capital Markets in Houston, TX, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. and Legacy Mutual Mortgage. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers while providing portfolio management, financial planning, custody, and brokerage services.

Daniel Weber is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Marcus Fair Jr. is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Baird and BMO Harris Bank. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Steven Will is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was employed at Charles Schwab Bank and Charles Schwab & Co., Inc. for two years and worked at Lone Star College - University Park for two years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory strategies with a range of options including strategic allocations and alternative exposures.

Justin Letbetter is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 credential and one year of industry experience. His background includes military service in the United States Marine Corps and roles at Caldwell Companies and Texas A&M prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial planning topics while separating planning from portfolio management.

Carlos Diaz is a Financial Consultant currently working at Fidelity Investments. He focuses on understanding his clients' financial goals and concerns to build and develop holistic plans that address their needs and help achieve their objectives. He has professional experience in various roles including Financial Consultant and Investment Consultant at Fidelity Investments in 2023, as well as Premier Banker and Relationship Banker at Wells Fargo from 2015 to 2023. Outside of his professional work, Carlos enjoys spending time with friends and attending social events. He also has interests in scuba diving and traveling.

Emilee Baker is a Series 65-licensed financial advisor with two years of industry experience, currently working at Edelman Financial Engines in Houston, TX. Her background includes prior roles within the same firm and its predecessor, Financial Engines Advisors, L.L.C., as well as experience outside finance at United Rentals Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment orientation.

Hongjie Zheng is a financial advisor at Edelman Financial Engines in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Edelman Financial Engines, Zheng worked at Financial Planning Solutions and has experience in the food service industry through Haidilao Hot Pot Houston Inc. Zheng’s background also includes several years in education, working at various high schools and Bentley University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term oriented investment management across a broad range of account types.

Matthew Braxton is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and having 13 years of industry experience. His career includes roles at Merrill, Bank of America, BOKF Bank of Texas, and JPMorgan Chase Bank. Outside of his advisory work, he is involved in managing a single-family rental property through his own business, Brackstone Properties. 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 approach integrates quantitative and qualitative due diligence and may include ESG criteria, with implementation support from affiliated investment management entities.

Chloe Tran is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has been with Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she provides administrative support to a registered representative and holds a fixed insurance license. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jay Gentry is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Baird, Good Karma Brands, Rosen Honda, Wheeling University, and Brown Deer High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Joseph Klein is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Charles Schwab, LPL Financial, and Mass Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm 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.

Christopher Alvarez is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Houston, TX, holding a Series 66 designation with four years of industry experience. He has worked with Raymond James since 2022 and has been associated with First Community Wealth Advisors and First Community Credit Union since 2012. Outside of his advisory roles, he is the owner of a rental real estate property in Cypress, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.