Tony Solomon is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop comprehensive financial plans that aim to grow, preserve, and distribute wealth. He focuses on simplifying complex financial concepts and leveraging Fidelity's resources and technology platform to deliver personalized financial solutions. Tony's professional experience includes roles as an Investment Consultant at Fidelity Investments, CFO at MLMPI Preparatory Academy, and AVP Private Client Banker in the Advisor Development Program at JPMorgan Chase. His career reflects a broad background in financial consulting, investment advising, and financial management. Outside of his professional responsibilities, Tony is interested in family activities, golf, and military service.

Jeff Jin is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2019 and previously spent six years with Cetera Investment Services. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Johansen III is a financial advisor with Merrill in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Merrill since 1992 and Bank of America, N.A. since 2011. Outside of his advisory role, he owns and operates small businesses including a honey-producing farm and a sports card sales enterprise. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Jurek is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Thrivent Financial, Chick-fil-A, and ownership of HeBrews Coffeehouse. Outside of his advisory work, Jurek serves as a board member of the Design Discovery and Development Foundation and as a house church pastor at Grace House Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written financial recommendations across various planning areas without implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system, while advisors maintain responsibility for plan delivery and updates.

Indira Urcuyo is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, N.A., Moopark College, Walmart, and Lafise Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lester Bostwick is a financial advisor with LPL Financial in Spring, TX, holding a Series 63 designation and 30 years of industry experience. He previously worked at Next Financial Group Inc for 17 years and Ameriprise for 12 years. Outside of his advisory role, he is licensed as an insurance agent specializing in fixed annuities and life/health insurance products. 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, and third-party asset management, supported by a large network of advisors and various non-advisory financial products.

William Lloyd is a financial advisor with Fidelity, holding the Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity, he worked at JP Morgan Chase and JP Morgan Securities from 2016 to 2022. Outside of his financial career, he operates a woodworking business called Willow's Woodshop, where he creates and sells wood products online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and utilizes systematic methodologies in its discretionary and non-discretionary management offerings.

Monica Breaker is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2008, including a role at Bank of America, N.A. starting in 2023. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Domingue is a financial advisor at Morgan Stanley in Houston, TX, with 21 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he is involved as a disc jockey with the University of Louisiana at Lafayette athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by its Global Investment Committee’s return estimates and modeling tools.

John Dunegan is a financial advisor with Thrivent Investment Management in Houston, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, he worked at Private Advisor Group, LPL Financial, Brookwood Advisors, and Invesco. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm focuses on goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

Stephen Alexander is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sagepoint Financial, NEXT Financial Group, Morgan Stanley, Citigroup Global Markets, and Fidelity. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Madison Konermann is a financial advisor at OSAIC with six years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2024, Madison worked at Securities America and Riverbend Financial Group. Outside of advising, Madison is involved as Director of Business Development for Altus Consulting Group, a sole proprietorship focused on business growth and client relationship management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy program arrangements.

Sean Jaussi is a Vice President and Branch Leader at Fidelity Investments. In his role, he helps coach and support associates who partner with clients to co-create personal financial plans. Sean has been with Fidelity Investments since 2014, progressing through various positions including Client Services Representative, Workplace Planning Consultant, Regional Center Learning Lead, Team Leader for Workplace Planning and Advice, and Branch Leader before assuming his current role in 2024. His experience encompasses leadership and workplace planning within the financial services industry. Outside of his professional career, Sean is involved in activities such as family activities, football, parenthood, reading, volunteering, and writing.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Noble Energy, Inc., where he worked for eleven years. Outside of his advisory role, he is involved with Petra Benefits Financial Services, offering asset management and insurance services through a separate business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a model-based investment approach and supports various portfolio management strategies through an extensive multi-advisor platform.

Chance Vogel is a financial advisor with Edelman Financial Engines in Sugar Land, TX, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2020 and previously at TDAmeritrade from 2015 to 2020. Outside of his advisory role, he serves as Vice Chairman of the Lamb and Goat Auction Committee for the Houston Livestock Show and Rodeo. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions.

Alban Derieux is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works closely with clients to build comprehensive financial plans, with a particular focus on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances to develop and implement an action plan tailored to their individual needs, preferences, and timeline. Prior to his current position, Alban served as an Investment Consultant and Client Management Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2018 to 2021. Alban holds a California Insurance License. Outside of his professional work, Alban has interests in biking, cars, cooking and baking, hiking, military service, and motorcycles.

Sheryl Barron is a Series 66-licensed financial advisor with 21 years of industry experience, currently serving clients at Raymond James & Associates in Cypress, TX. She has worked with Raymond James entities since 2017, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alberto Molina is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Arca Continental and Coca-Cola Southwest Beverages. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial products.

Samantha Ward is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked previously at Merrill and held several roles within Morgan Stanley since 2016. Outside of her advisory work, Ward serves on the finance committee and board of Girls on the Run Greater Houston, a nonprofit focused on youth development. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate planning agreements.

Natalie Gaskamp is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and LPL Financial. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.