Ange Bi Youan is a financial advisor with Fidelity Investments in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and HD Vest Investment Services. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

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 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously spent a year with Beachbody. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Chad James is a financial advisor with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2024. He is also the owner of Metam Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms, proprietary and third-party model strategies, and maintains compliance and supervisory processes to support tailored client solutions.

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.

Tony Yu is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for six years before joining Cetera and East West Bank in 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

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.

Xiaoqing Mathews is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including time at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Curtis is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Edward Dobin is a financial advisor at Ameriprise in Houston, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Qing Yao is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. Outside of her advisory role, she manages a rental property in Missouri City, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Arturo Castelan is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Fidelity and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Andrew Hemingway is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at First Command Advisory Services and affiliated firms for three years. Outside of advisory work, he manages a mineral interest business through Sooner OG, L.L.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and its own research.

Justin Paschal is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, having worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2010 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Donald Whitehead Jr. is a financial advisor with Morgan Stanley in Bellaire, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Whitehead also serves as a trustee for multiple investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.