Eponine Winegar is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with WebWeevil.com LLC and had roles at VillaSport Athletic Club and Spa, HBU Bradshaw Fitness Center, and Houston Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of financial planning and investment management options.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Robert Strange is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of finance, he owns and operates O-Face Productions, a live music production and equipment rental business, and performs with the band Adrenaline. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Steven Nelson is a financial advisor with LPL Financial in Katy, TX, holding Series 63, Series 65, and Series 66 credentials and having 28 years of industry experience. He previously worked at Next Financial Group Inc. for 19 years and Bok Financial Asset Management, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives and provides access to model portfolios, third-party asset management, and institutional platforms.

John Mott is a financial advisor at Morgan Stanley in Houston, TX, with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Mark Latawiec is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns and manages rental storage units through an investment-related LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services that include both discretionary and non-discretionary options tailored to plan objectives and demographics.

Kaitlyn Pickens is a financial advisor at Fidelity with Series 66 credentialing and approximately one year of industry experience. Prior to joining Fidelity, she held various roles in the retail and hospitality sectors, including positions at Lululemon Athletica and Benny Chows. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory roles to multiple registered investment companies and fund-of-funds.

Bart Reese is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Stifel. He has worked at Stifel since 2019 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is a partner in Texas Outdoor Specialties LLC, which provides recreational outdoor activities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Evan De Los Santos is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in the restaurant industry and held roles related to recreational sports and education at Texas A&M University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Troy Spencer is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Transamerica Financial Advisors, Inc., ProEquities, Inc., and long-term involvement with Primerica Financial Services and World Financial Group, Inc. Outside of advisory work, he serves as president and CEO of Troy R. Spencer PC, an accounting and tax preparation firm, and is trustee of a family trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Franklin Guanipa Navarro is a financial advisor with Fidelity in Katy, TX, holding a Series 66 credential and four years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Pruco Securities LLC and Everise. Outside of his advisory work, he is a partner at Small Cakes, a bakery cafe in Houston, where he manages business development, financial operations, logistics, accounting, and business analysis. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jimi Shah is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked previously at Van Leeuwen & Company, LLC, where he spent a total of eight years across two periods. 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 financial planning and investment management services delivered through a large network of advisors, offering both discretionary and non-discretionary strategies supported by a variety of proprietary and third-party resources.

Miguel Turcios is a financial advisor with Fidelity in Richmond, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Fidelity Investments in various roles since 2012. Outside his advisory work, Turcios serves as managing member of MAT Ventures LLC, where he oversees projects related to fixing and flipping homes. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also provides model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Shruti Sheth is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Shruti is based in Sugar Land, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.

Stephanie Brown is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Brown holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management and responsible investing.

Charmaine Ollie is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Moore is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior roles include positions at Northern Trust Securities, Inc. and Wells Fargo Bank, N.A. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mary Cardenas is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at several firms including Raymond James Financial Services and Morgan Keegan & Company. Cardenas is also associated with The Noble Group, a business entity related to her investment practice. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by technology tools, and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Christopher Durham is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 65 and Series 63 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, he operates a YouTube channel under Chris Durham & Associates, which is not related to investment advisory activities. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm utilizes model-based investment strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Eric Hernandez is a financial advisor with J.P. Morgan Securities in Sugar Land, Texas, holding a Series 66 designation and eight years of industry experience. His career includes roles at Merrill, Bank of America/Merrill Lynch, LPL Financial, New York Life Insurance, and NYLIFE Securities. 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’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers a range of services including ESG considerations and derivatives capabilities.