Gregory Smeraldi is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Crane Worldwide Logistics, Oracle Netsuite, and multiple terms at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies and AI in portfolio management.

Logan Mclaughlin is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 63 and Series 65 licenses. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Matthew Miller is a financial advisor with Ameriprise based in Missouri City, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Caleb Green is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as positions outside financial services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Perla Cevallos is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2023. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC from 2010 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Eric Andreas is a CFP® and Series 66 designated financial advisor with Edward Jones in Alvin, Texas, where he has worked since 2018. He has seven years of industry experience and previously held roles at Fetching Lab Brewery and Bluebonnet Distributing LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Teresa Black is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 29-year tenure at Merrill. Outside of her advisory role, she provides notary services for clients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Diana Momin is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Her work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and BBVA Securities Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory 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 derivatives and commodities capabilities not commonly found in similar institutional programs.

Brad Cunningham is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He currently focuses on assisting individuals and their families in building and maintaining comprehensive financial plans that emphasize flexibility, growth, and protection of their wealth. Brad's experience at Fidelity Investments includes roles as an Investment Solutions Representative from 2012 to 2015, an Investment Consultant from 2015 to 2017, and his current position as Vice President and Financial Consultant since 2017. His professional background centers on financial planning and investment consulting. Outside of his professional work, Brad enjoys baseball, football, hiking, outdoor adventures, and traveling.

Robert Kline is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Kline serves on the finance committees of Moody Methodist Church and the Brain Injury Association of America and acts as a trustee for an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients, while generally acting in an advisory capacity for financial planning services.

Diana Diaz Valles is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. since 2014. Outside of her advisory role, she is an owner of Texas ER Plumbing LLC, a company providing residential and commercial plumbing services. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to support portfolio recommendations, which clients implement with final decision-making authority.

Griselda Longoria is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney, J.P. Morgan Securities, and Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor client plans.

Frank Wang is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Next Financial Group, Inc. for nine years and has operated the Law Offices of Frank Wang since 2012. In addition to his advisory work, he provides legal services through Frank Wang Law PLLC. 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 diverse financial planning and investment management solutions, utilizing a broad network of advisors and various portfolio strategies.

Ryan Klibert is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kayla Ventura is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Sugar Land, TX, and has two years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, IDB Capital Corp., Israel Discount Bank, and other financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with a focus on written asset allocation advice and manager searches.

Brianna Richardson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Advocate Financial Partners and Pacific Advisors. She also has a background in education, having worked at Texas A&M University and Cy-Woods High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors and employing systematic methodologies supported by oversight controls.

Jaime Smith is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and has 13 years of industry experience. Jaime has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, Jaime is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Nighat Bashir is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and employing both quantitative and qualitative research methods.

Steven Katcher is a financial advisor at Merrill with 39 years of industry experience. He has been with Merrill since 1986 and has also worked at Bank of America, N.A. since 2011. Katcher holds Series 63 and Series 65 credentials. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Truscott is a financial advisor at UBS Financial Services with 20 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. He serves on the board of Healthcare for the Homeless in Houston and is involved as a successor advisor for a donor advised fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.