Bryan Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he held positions at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities LLC 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. Their approach incorporates an ESG eligibility framework and access to a wide range of products through its security-based swap dealer and futures commission merchant registrations.

Eric Dluzniewski is a financial advisor at LPL Financial with two years of industry experience. He previously worked with Cain Watters & Associates, LLC and has a Series 65 designation. His background includes positions at Texas A&M University and Beacon Lakes Golf Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Hank Shieh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2009. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Josie Ferman is a financial advisor with Fidelity in Sugar Land, TX, holding a Series 66 designation and currently with the firm since 2026. Her prior experience includes roles at Memorial Herman, SSAF LLC, the University of Houston, QuVa Pharma, Houston Community College, and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios built from mutual funds, ETFs, and ETPs.

Alexander Streusand is a financial advisor at Merrill with 14 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Merrill, he worked at Capital Group - American Funds Distributors, Inc., Franklin Templeton, and Invesco. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

Alec Smith is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 48 years. Outside of his advisory role, Smith is also an insurance agent offering accident and health, disability insurance, health savings accounts, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of advisers and employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Michael Kopfer is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors since 2002 and has over two decades of prior experience at Primerica Financial Services. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure with oversight procedures to manage potential conflicts of interest.

Aurian Faridi is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory work, he is a managing member and owner of Toridi LLC, a holding company for personal investment assets. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside brokerage and investment management capabilities.

David Wegenke is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Investment Management since 2006 and associated with Thrivent Financial for Lutherans since 1994. Outside of his advisory role, he serves as a Regional Leader for Lutheran Hour Ministries, where he supports recruitment and fundraising efforts for the Lone Star Region. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and integration options with managed-account programs while maintaining separation between planning and portfolio management.

Michael Ferrell is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed in various roles within the education sector at Spring ISD, Brazosport ISD, and Houston ISD. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Childs is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the finance committee of St. Patrick's Catholic Church in Galveston, advising the pastor on church finances. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets services.

Christopher Curran is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dallin Beveridge is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for eight years. His background includes roles at various firms outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Patricia Salvo is a financial advisor with Primerica Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2008 and previously held roles at Direct Energy and Centerpoint Energy. Outside of her advisory work, she owns a small business unrelated to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Ben Hoffman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop and maintain comprehensive financial plans. He emphasizes continuous monitoring and open communication to align financial strategies with clients' goals. Ben has held various roles within Fidelity Investments, progressing from Financial Representative to Relationship Manager, and currently serves as Planning Consultant. Prior to Fidelity, he worked at TD Ameritrade in several capacities including Financial Representative and Electronic Communications Group Representative. Outside of his professional work, Ben has personal interests in food, football, puzzles, and soccer.

Abdallah Charide is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Merrill, The Home Depot, and First National Bank. 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 operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

David Weaver is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has been with Primerica Financial Services since 2017. Weaver has also been involved with Satelytics from 2015 to 2020. Outside of advisory services, he receives compensation related to referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm emphasizes model-delivery investment strategies created by unaffiliated managers and operates with a focus primarily on individual investors rather than institutional or pension clients.

Clinton Bussey is a financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Micheal Fisher is a Wealth Management Advisor at Merrill Lynch specializing in wealth management and retirement benefits consulting. He joined the Clear Lake Merrill Lynch Wealth Management office in 2005 and focuses his practice on corporate cash, 401(k) and profit-sharing plans, as well as individual accounts. Micheal holds multiple professional designations, including CFP®, ChFC®, C(k)P®, CRPS™, CPFA®, and CRPC™, and is a qualified Portfolio Manager capable of managing personalized investment strategies on a discretionary basis through the firm's Investment Advisory Program. Micheal earned a Bachelor's degree from Kansas State University and has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years: 2024, 2025, and 2026. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income strategies. Outside of his professional work, Micheal is actively involved in aviation and skydiving communities, holding memberships in the Aircraft Owners and Pilots Association and the United States Parachute Association, where he serves as a PRO Demo Jumper, Tandem Instructor, Coach, and Safety & Training Advisor. His community involvement includes performing skydiving demonstrations for charity. Micheal's personal interests include hiking, music, and skydiving.

Jeffrey Williams is a CFP®-designated financial advisor with Cambridge Investment Research Advisors in Houston, TX. He has one year of industry experience and also has a decade of work history with TJX-Marshalls. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, trusts, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management strategies and custody platforms tailored to client objectives.