Bridget Yeung is a financial advisor with OSAIC in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Lincoln Financial Securities Corporation for 17 years prior to joining OSAIC. Yeung participates in community and nonprofit activities, serving on boards such as the Sugar Land Heritage Foundation and the Sugar Land Cultural Arts Foundation, and is involved with the Arc of Fort Bend County Foundation. OSAIC Wealth, Inc. provides services to a diverse client base, including individual and institutional investors, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizes asset-allocation tools and risk assessment methods, and supports both discretionary and non-discretionary account management with access to various investment options and third-party money managers.

Jason Pehl is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2010. Outside of finance, he is an owner and partner of Hotworx, an infrared fitness studio franchise in Sugar Land, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Samuel Granberry is a financial advisor at Edward Jones in Pearland, TX, with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has volunteered with the Pearland City Volunteer Fire Department for over a decade and serves as Vice President of Harvest Creek Publishing and Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lundyn Cuellar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Cuellar worked for Bank of America Corporation/Merrill Lynch from 2023 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Donna Uliva is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with DRU Consultants LLC, an entity established to manage payroll for staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Andrew Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Triad Advisors and Primerica Advisors. Outside of his advisory role, Morris is the owner and head brewer of Sport Suits Brewing Company, a brewery and taproom in Missouri City, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple platform programs and managed-account solutions.

Evanan Church is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Church participates in mystery shopping activities in the Houston/Sugar Land area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jeffrey Gilcrease is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he served 20 years in the U.S. Air Force. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Logan Baxter is a Planning Consultant at Fidelity Investments, where he engages in financial planning conversations with clients to help them understand their financial picture and pursue their life goals. He joined Fidelity Investments in 2022 and has held roles including Central Relationship Manager and currently serves as a Planning Consultant since 2023. Prior to joining Fidelity, Logan worked as a Registered Representative at Equitable Advisors in 2022. His professional experience encompasses client relationship management and financial planning, contributing to his ability to support clients in achieving their financial objectives. Logan's career progression reflects his commitment to the financial services industry and client engagement. Outside of his professional responsibilities, Logan enjoys activities such as family activities, fishing, reading, tennis, and writing.

Matthew King is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Ameriprise Financial Services, Inc. prior to joining Cambridge in 2019. Outside of advising, he is involved in legal services as president of KING ESTATE LAW, PLLC, and owner of SIERRA, SPEARS, & KING PLLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment solutions, including proprietary and unaffiliated model strategies, with both discretionary and non-discretionary implementation tailored to client objectives.

Belinda Ibenthal is a financial advisor with Merrill in Sugar Land, Texas, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Merrill Lynch since 1999. Outside of her advisory role, she serves as a trustee and co-trustee for two fiduciary entities based in Sugar Land. 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 a range of individual and institutional clients.

Jessica Babcock is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, she worked at N2 Distribution and Emergency Response Team, LLC. Outside of her advisory role, she coaches gymnastics for children aged 3 to 12 at Thornton's Gymnastics Center in League City, TX. 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 investment strategies and operates under a fiduciary standard, with a nationwide network of advisors and branch offices.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Brent Lilly is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves in the United States Marine Corps Reserve. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Christopher Chaplin is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held positions at Chevron USA and Tengizchevroil. Chaplin is also an independent insurance agent and the owner of Chaplin Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Steven Williams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he was with First Command and VALIC Financial Advisors. Outside of his advisory role, he is a co-owner of Williams Way Realty LLC, a real estate company managed by his spouse. 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 through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive services.

Robert Elliott is a financial advisor with Raymond James Financial in Bellaire, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and owns a support company called Red Leaves Capital. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals while also offering municipal advisory services and specialized employer consulting programs.

Jeremiah Hartley is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maria Prado is a financial advisor at Stifel with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Oppenheimer & Co. Inc., Wells Fargo Clearing, and Wells Fargo Bank, N.A. In addition to her advisory role, she is affiliated with the University of Houston. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide forward-looking analyses for asset allocation, retirement, insurance, and estate planning.

Ahmad Chauhan is currently employed as a Planning Consultant at Fidelity Investments, where he contributes to a wealth management team focused on assisting clients in navigating and achieving their financial objectives. His role involves understanding the distinct needs of each client to provide tailored financial guidance. Ahmad has accumulated extensive experience in the financial industry since 2015, holding positions such as Investment Consultant at Fidelity Investments, Wealth Management Advisor at LPL Financial, Financial Solutions Advisor at Merrill, and Relationship Manager at Bank of America. His career reflects a broad exposure to various facets of financial advisory and wealth management. Outside of his professional endeavors, Ahmad has interests that include cars, fitness, movies, reading, and writing.