Asaf Glaich is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for ten years before joining Stifel in 2021. Outside of his advisory role, he is involved in oil and gas investment through a holding company and owns a remodeling and construction business. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrea Veerachalee is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Charles Schwab in 2025, she worked briefly at Fidelity Investments and spent several years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and order-routing with access to multi-asset model portfolios and alternative investments.

Marcela Galvan is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets and Arterx Neu, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Jason Tang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, BB&T, and JPMorgan Chase Bank. Tang has been with J.P. Morgan Securities since 2018. 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 delivers these services through a combination of advisory and brokerage capabilities, with recommendations made on a non-discretionary basis.

Jason Cancino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is a general partner in Tools 4 Guys LLC, a family-run business that produces power tool reviews and DIY content. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kyillah Peterson is a financial advisor with Fidelity and holds a Series 66 credential. She has one year of industry experience and previously worked in various roles outside the financial sector, including at Sport Clips and in chiropractic and creative design environments. Fidelity’s Strategic Advisers LLC, where she is employed, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Rajashree Lahoti is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise since 2009. Outside of her advisory role, she conducts educational classes aimed at empowering women through financial literacy. Ameriprise offers retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Kris Mason is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2011. In this capacity, he leads a team of professionals focused on delivering a superior experience in the financial services industry and supporting clients in achieving their personal and professional goals. Kris has extensive experience within Fidelity Investments, having held various positions since 1995, including Assistant Branch Manager, Senior Account Executive, Financial Representative III, Premium Account Executive, Premium Representative, and Brokerage Representative. Prior to joining Fidelity, he worked as a Financial Advisor at American Express Financial Advisors in 1995. Outside of his professional career, Kris has interests in golf, music, and traveling.

George Philip is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with World Financial Group and Cetera Wealth Services. Outside of his advisory role, he owns a CPA firm specializing in tax and accounting services and is involved with the nonprofit Gulf Coast Community Services Association as a CPA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and third-party managers alongside bespoke strategies.

Howard Lemon is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic automation alongside oversight committees to support its retirement income services.

Matthew Kullman is a financial advisor with RBC Capital Markets LLC, holding a Series 66 designation and eight years of industry experience. He has been with RBC since 2017 and previously worked at the Library of Congress from 2001 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Marques Mitchell is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. His work history includes roles at PFS Investments Inc. and Unilev Management. Mitchell also engages in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third parties and supports trade execution and custody through established financial institutions.

Mohammad Asif Sheikh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and CIT Group. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Nicole Rizzo is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Fidelity Investments and Edward Jones Investments, along with experience outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Abigail Flores is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions related to accounting and sales, as well as an engagement with the University of Houston Program for Excellence in Selling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Sean Roberts is currently the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to customize, build, and execute their unique financial plans. His professional identity centers on providing tailored financial advice to meet individual client needs. Sean's experience spans several roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Relationship Manager, showcasing a progressive career in financial services since 2019. Prior to that, he worked as a Financial Advisor at Roberts Wealth Management, Link Investment Services, and Edward Jones. His experience covers a broad range of financial advisory services. He holds an AR Insurance License. Outside of his professional work, Sean's personal interests include fishing, football, outdoor adventures, parenthood, reading, and traveling.

Keith Bernstein is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He brings over 25 years of experience in the financial services industry, providing wealth management strategies tailored for retirees, high net worth individuals, and business owners. Keith is committed to delivering personalized financial advice and access to specialized investment services that meet the needs of sophisticated investors. Keith holds a Bachelor's Degree in Engineering from Auburn University and transitioned from a decade-long career in the Engineering and Construction Industry to financial services in 1999. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, retirement income, and portfolio management services. Keith resides in Sugar Land with his wife and two children. He values family and community and actively volunteers with organizations such as GiGi's Playhouse (Down Syndrome Achievement Center). His personal interests include adventure sports, baseball, basketball, biking, fishing, football, hiking, reading, and spending time with his family.

Gregory Buchai is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Ginger Hardy is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including FSC Securities Corporation and THE Legacy One Group. Hardy also serves as Chief Operating Officer of Singletrack Financial LLC, where she oversees office operations and supports advisor services. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs a range of portfolio construction tools and third-party services to support customized portfolio management for its clients.

Tadeus Latawiec is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of experience. His prior roles include positions at US Technical Solutions, Alta Marketing, and the University of Texas at Austin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.