Lisa Lee is a CFP® professional with 31 years of industry experience. She is currently with OSAIC and has worked at Fortis Investors, Inc. since 1997. Lee is involved as a board member of The Harbor Nizhny, a nonprofit missionary organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Linda Gibbs is a Series 66 licensed financial advisor with Merrill in Houston, TX, where she has worked since 2000. She has 18 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Munoz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2006. 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 under management through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Hernan Perez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and AXA Advisors. Outside of finance, he has experience working with Orange Theory Fitness and Uber. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Jonathan Linker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cerity Partners LLC, Northstar Wealth Management, and a non-financial position at I Fratelli Pizza Houston. He also has academic experience from Texas Tech University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Alireza Hashemi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients, leveraging his expertise to help manage and grow their wealth. He holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards and knowledge in the financial advisory field. Alireza earned his Bachelor's Degree from the University of Houston System. His background combines formal education and professional credentials to support clients in achieving their financial goals.

Pat Patterson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Edward Jones for 21 years and Walnut Street Securities, Inc. for 22 years. Outside of his advisory role, Patterson operates H&P Enterprises LLC, a storefront ice and water vending machine 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Wesley Blackmon is a Certified Financial Planner (CFP®) with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Katy, Texas. Outside of his advisory role, he is a partner in a family holdings company. 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 network of advisors and branch offices.

Helen Altemus is a financial advisor with LPL Financial in Houston, TX. She holds the ChFC® designation and Series 66 license, with 10 years of industry experience. Her career includes roles at Bank of America, N.A. and Merrill over the same period. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marcos Helms is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. In addition to his advisory role, Helms teaches adults about the basics of equity and fixed income investments for Katy Independent School District. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

William Winegar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research model portfolios, subadvisors, and various strategy options.

Devon Pittarelli is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked at Native Solar, The Big Vibe Group, Alight Solutions, and several educational institutions and agencies. 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, discretionary and non-discretionary strategies, and affiliated investment products.

Parag Bhavsar is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at HIR Inc and PAAJ LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients through a nationwide network of advisors and branch offices and operates under a fiduciary standard.

John Petersen is a CFP® professional with 33 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with a large institutional advisory platform alongside brokerage and investment management capabilities.

Jason Gilcrease is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to his current role, he worked in consulting and outdoor apparel sectors and spent two years at Baylor University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to provide a broad range of financial solutions.

Maher Husseini is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2007 to 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Kathryn Biron is a Series 66 licensed advisor with Merrill, where she has been working since 2009, totaling 17 years of experience. She serves as a board member for BridgeYear, a nonprofit focused on connecting underserved youth to career and educational opportunities that offer economic stability without necessarily requiring a college degree. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Gabrielle Du Bose is a financial advisor at UBS Financial Services in Houston, TX, with three years of industry experience. She holds the Series 66 designation and has been with UBS since 2018. Prior to joining UBS, she was affiliated with Bucknell University and Avalon Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Mushtaq Ahmed is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved with Synergy Life Brokerage Group LLC. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and providing ERISA fiduciary services through credentialed representatives.

Scott Staples currently serves as a Market Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads a team of investment professionals focused on helping clients work toward their financial goals. His leadership is guided by a vision to transform lives, supported by a mission emphasizing collaboration, consistency, and commitment to excellence. Scott has an extensive history with Fidelity Investments, holding various roles over more than two decades. His previous positions include Vice President and Branch Manager (2013-2020), Assistant Branch Manager (2011-2012), Vice President and Senior Account Executive (2009-2010), Financial Planning Consultant (2003-2008), and Service Trader (2000-2002). This progression reflects his sustained experience in financial services and client management within the firm.