Christopher Null is a Financial Consultant who works with families in the Sugar Land area to develop personalized financial plans. His approach aims to provide peace of mind through various life events and challenges. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2020 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, he worked as a Financial Management Specialist in the US Army from 2016 to 2020 and began his career as a Financial Representative at Fidelity Investments from 2015 to 2016.

Bonnie Yeh is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2025, having also worked at JPMorgan Chase Bank, N.A. since 2020. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Thomas Drake is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Taesha Hargrove is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank and Wells Fargo in various roles since 2015. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Donald Barrere is a financial advisor with OSAIC in Sugarland, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously spent nine years with SagePoint Financial before joining OSAIC in 2023. Outside of advisory work, he owns Growth and Income Solutions, Inc., an entity used exclusively for tax and payroll purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing firm-provided tools and automated processes to construct portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Julie Malamud is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with Jpmorgan Chase Bank NA. Outside of her advisory role, she serves as an election clerk for Harris County and engages in online resale of vintage clothing and housewares as a hobby. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and an ESG eligibility process.

Michael Rose is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera, he worked for over two decades at Avantax entities in various advisory and insurance roles. Outside of advising, he serves as president of an auto carbon cleaning franchise and is a director of his own tax preparation and accounting firm. Cetera Investment Advisers LLC operates as an SEC-registered advisor with a nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party managers.

Blake Douglas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Portfolio Advisory Specialist at Fidelity Investments from 2021 to 2023. His career in the financial services industry began in 2015, and he has held various roles including Investment Adviser Representative at Centric Advisors, LLC from 2018 to 2021, Registered Representative at The O.N. Equity Sales Company from 2017 to 2018, and Agent positions at Ohio National Financial Group and AIG between 2015 and 2018. Blake's professional experience spans multiple aspects of financial consulting, portfolio advisory, investment advising, and equity sales. He emphasizes proactive financial planning to maximize future success and provide stability through life's fluctuations. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Janet Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Her prior roles include positions at Metlife Securities Inc. and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, featuring both discretionary and non-discretionary management along with access to model portfolios and research from various sources.

Sebastian Rodriguez is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meharena Tukabo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Cambridge in 2019, she worked at Ameritas Investment Corp. and CCF Investments. Outside of advisory work, she owns and operates businesses in real estate brokerage and automotive repair. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

James Watkins is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with Axa Advisors. Watkins is also the managing partner of Bay Area Private Wealth Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Nayeli Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she has worked at Montgomery County Woman's Center and held roles in the title insurance sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to inform its recommendations.

Harold Coe is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Financial Services since 2013 and concurrently holds roles with The Home Depot and PFSI Investment Inc. Outside of traditional advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating portfolio implementation to BNY Mellon Advisors.

Jonathan Davila is a financial advisor at Edward Jones with eight years of industry experience. He has previously worked at JP Morgan Chase Bank, Merrill Lynch Inc, and Bank of America NA. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Salvador Elizondo Jr. is a CFP®-credentialed financial advisor with 39 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Texas Wealth Management and FSC Securities Corporation. Elizondo holds roles as a Registered Representative and Investment Adviser Representative with Osaic Wealth Inc and serves as a Senior Financial Advisor at Texas Wealth Management, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing a range of portfolio construction tools and platforms.

Gavin Riddle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has worked at Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Premium Representative, Retirement Specialist, and Financial Representative. Throughout his tenure at Fidelity, Gavin has focused on providing clients with wealth management strategies tailored to benefit them and their families both presently and in the future. He leverages Fidelity's brand, technology, and investment platform to support his clients' financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Muhammad Qadir is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In his role, he assists clients in creating personalized financial plans to meet their objectives and navigate market fluctuations. His approach involves understanding individual circumstances to provide tailored guidance on investments, savings, and retirement planning. Prior to his current role, Muhammad served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Customer Relationship Advocate at the same firm from 2022 to 2023. He began his financial services career at Bank of America, where he worked as a Client Service Representative from 2019 to 2022 and completed an internship in 2019. Outside of his professional work, Muhammad enjoys playing tennis.

Victoria Palmer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Vanguard as an Inheritance Specialist and Consultant from 2014 to 2015. Victoria partners with individuals, families, and local businesses to develop, implement, and maintain customized financial plans. She emphasizes working with integrity to help clients achieve their financial goals over time. Outside of her professional work, Victoria has interests in beach activities, music, parenthood, skiing, traveling, and yoga.

Tamara Mcfarland Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her background includes roles at PFS Investments, Inc., Primerica Financial Services, and Westlake Chemical Corporation, spanning over a decade in each. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-driven investment strategies supported by third-party asset managers and custodians.