Erick Tavahen is a Financial Consultant I at Fidelity Investments, bringing a structured approach to financial analysis and client support. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before his current position starting in 2025. His expertise lies in conducting financial analysis and identifying often overlooked opportunities to assist clients in their financial journeys. Erick holds insurance licenses in Arkansas and California, enabling him to provide a range of services within these jurisdictions. Outside of his professional role, Erick has interests in biking, movies, outdoor adventures, and soccer.

Musa Mahmud is currently a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he supports clients in working toward their financial needs and life goals through a consultative approach to planning and services available at Fidelity. Prior to this, Musa served as a Central Relationship Manager at Fidelity Investments from 2021 to 2023. He has also held positions as a Private Client Banker at JP Morgan Chase (2020-2021), a Financial Advisor at Morgan Stanley (2018-2020), and a Financial Advisor Associate at Edward Jones in 2018. Musa's professional experience spans various roles in financial advising and client relationship management. His background includes assisting clients with their financial planning needs and managing client relationships across multiple firms in the financial services industry. Outside of his professional work, Musa has personal interests in baseball, cars, football, social events with friends, and outdoor adventures.

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 with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at JPMORGAN Chase Bank, N.A. for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, N.A., with overlapping roles in their respective clearing and securities divisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Donald Barrere is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SagePoint Financial, Transamerica Financial Advisors, Ameriprise, and Morgan Stanley Dw Inc. He is the owner of Growth and Income Solutions, Inc., an entity used exclusively for payroll and tax purposes. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and maintains a broad affiliate network and multiple custodial arrangements.

Karinthia Mittal is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including J.P. Morgan Chase Bank and Regions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Julie Malamud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience at Wells Fargo Investments and Wells Fargo Clearing. Outside of her advisory work, she is employed as a contractor selling vintage clothing and housewares online through various e-commerce platforms. 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 combines quantitative screens and qualitative research in its advisory process and offers capabilities in derivatives and commodities through various registrations and affiliates.

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 licenses and bringing 30 years of industry experience. Her career includes positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies to meet client needs.

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 licenses and over 29 years of industry experience. Before joining Cambridge in 2019, she worked at Ameritas Investment Corp. and CCF Investments. Outside of her advisory role, she is involved in several business ventures including ownership of an automotive repair service and work as a real estate broker. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

James Watkins is a Series 66-licensed financial advisor with Equitable Advisors in Houston, TX, where he has worked since 2005. He has 21 years of industry experience, including 15 years with Axa Advisors, LLC. Watkins is also a managing partner at Bay Area Private Wealth Group, LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party program sponsors and investment platforms.

Nayeli Gomez is a financial advisor at J.P. Morgan Securities in Houston, TX, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to her current role, she was affiliated with the Montgomery County Woman's Center and Sam Houston State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

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 financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and Series 63 designations. His prior work includes long-term roles at FSC Securities Corporation and Texas Wealth Management, LLC. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring portfolio optimization, discretionary strategies, and third-party managers, supported by a complex affiliate network and private-equity ownership.

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.