James Klodosky is a financial advisor at LPL Financial with 34 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His career includes roles at Securities America Advisors and 1st Global Advisors Inc, and he operates American Wealth Management LLC and James R. Klodosky, PC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party subadvisors, and customized strategies, combining a broad advisory platform with various non-advisory financial services.

Diana Alexander is a financial advisor at RBC Capital Markets with 43 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, along with integrated capital markets and lending services.

Sasha Thompson is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Compass Insurance Agency, Zions Bank, and LPL Financial. Thompson has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a notable nationwide network of financial advisors and branch offices.

Mirna Polis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, she was employed at the Royal Bank of Canada. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with a broad range of derivatives and commodities capabilities.

Kirbe Williamson is a financial advisor with LPL Financial in Sugar Land, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial in 2026, Williamson worked at Pensionmark Financial Group and Pensionmark Securities, LLC from 2023 to 2026, Lincoln Financial Advisors Corp from 2017 to 2023, and Invesco Distributors, Inc. from 2015 to 2017. Williamson is also engaged in retirement plan consulting as an account manager with AssuredPartners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services platform.

James Galpin III is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He worked at Invesco from 2009 to 2017 before joining Ameriprise, where he has been since 2017. Outside of his advisory role, he is co-owner of Galpin Ag, a family agricultural business involved in livestock production and land management. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Morris Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Morris works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Texas State University System. Committed to the Merrill tradition of community involvement, Morris dedicates time to volunteering with organizations within the communities he serves.

Ange Bi Youan is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Next Financial Group, Inc. and HD Vest Investment Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Steven Alexander is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is involved in several personal business activities, including ownership of AlexanderCafe LLC. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management services that incorporate both in-house and third-party investment managers and provide options for tax management, responsible investing, and alternative investments.

Zackary DeWitt is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to address the planning and service needs of clients through a holistic approach to their financial goals. He works closely with clients and their families to understand and analyze their current financial situations and develop comprehensive plans tailored to their lifestyles. Zackary has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in client relationship management and financial services since 2023. Outside of his professional responsibilities, Zackary has interests in comedy, fitness, golf, hiking, movies, and reading.

Jason Touchstone is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and over 15 years of industry experience. His career includes prior roles at Merrill and Beachbody before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and includes capabilities in derivatives and commodities.

Chad James is a financial advisor with Cambridge Investment Research Advisors in Sugar Land, TX, holding a Series 66 designation and 23 years of industry experience. His prior experience includes 19 years at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Metam Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Jaikishan Daryanani is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Wells Fargo in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Alan Dawson is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Matthew Wicke is a CFP® professional with seven years of industry experience, currently serving as a financial advisor with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Applied Industrial Technologies from 2004 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 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.

Christopher Englander is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bank of America, N.A. and Merrill from 2018 to 2021, with earlier roles in promotional and hospitality sectors. 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 advisory programs and managed solutions, supported by a nationwide network of about 23,701 financial advisors and over 15,000 branch offices.

Kenya Hernandez is a financial advisor with Fidelity, holding a Series 66 credential and beginning her advisory career in 2026. Her background includes roles at the University of Houston and BMC Software, among others. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI tools, and regulatory roles within the industry.

Tony Yu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank from 2012 to 2018 before joining Cetera and East West Bank in 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Allison Stark is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Akedis, DIVA Built & PETRA Built, Brand Advantage LLC, Oracle Netsuite, and Katy Cares Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Gi Young Lee is a Financial Consultant at Fidelity Investments, where they collaborate with clients and their families to develop financial plans based on trust, comfort, and confidence. They have been with Fidelity since 2020, initially serving as a Workplace Planning Adviser before advancing to their current role in 2023. Prior to joining Fidelity, Gi Young Lee worked as a Financial Associate at TD Ameritrade from 2019 to 2020. Throughout their career, Gi Young Lee has gained experience in financial consulting and workplace planning, focusing on creating tailored financial strategies for clients. The biography does not provide specific information about their education or credentials. Outside of their professional work, Gi Young Lee enjoys boating, attending concerts, fishing, and exploring culinary experiences as a foodie.