Stephanie Tamburello is a financial advisor at Merrill with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America and Merrill since 2014. Based in Houston, TX, she has spent over a decade working within these firms. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Morris Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Morris works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Texas State University System. Committed to the Merrill tradition of community involvement, Morris dedicates time to volunteering with organizations within the communities he serves.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. He has been with PFS Investments Inc. since 2022 and has a background in event production as a freelance contractor since 2017. Additionally, he is involved with Adore Ministries. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm primarily utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment approaches.

Ange Bi Youan is a financial advisor with Fidelity Investments in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and HD Vest Investment Services. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Brint Galey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several financial institutions, including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he serves as an independent contractor for a family business involved in hazardous remediation, managing vendor payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Steven Alexander is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is involved in several personal business activities, including ownership of AlexanderCafe LLC. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management services that incorporate both in-house and third-party investment managers and provide options for tax management, responsible investing, and alternative investments.

Zackary DeWitt is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to address the planning and service needs of clients through a holistic approach to their financial goals. He works closely with clients and their families to understand and analyze their current financial situations and develop comprehensive plans tailored to their lifestyles. Zackary has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in client relationship management and financial services since 2023. Outside of his professional responsibilities, Zackary has interests in comedy, fitness, golf, hiking, movies, and reading.

Jason Touchstone is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously spent a year with Beachbody. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Troy Mettey Jr. is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Memorial Hermann Healthcare Systems for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.

Chad James is a financial advisor with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2024. He is also the owner of Metam Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms, proprietary and third-party model strategies, and maintains compliance and supervisory processes to support tailored client solutions.

Riley Hood is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Goosehead Insurance and Academy Sports and Outdoors. Outside of his advisory role, Hood is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Jaikishan Daryanani is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Wells Fargo in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Xavier Colon is a financial advisor at Fidelity with six years of industry experience. He has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, overseeing affiliated and unaffiliated sub-advisers and serving multiple registered investment companies.

Alan Dawson is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors and related entities since 2004 and has also worked at Walmart since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Matthew Wicke is a CFP® professional with seven years of industry experience, currently serving as a financial advisor with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Applied Industrial Technologies from 2004 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Allison Stark is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Akedis, DIVA Built & PETRA Built, Brand Advantage LLC, Oracle Netsuite, and Katy Cares Inc. 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 programs and solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Gi Young Lee is a Financial Consultant at Fidelity Investments, where they collaborate with clients and their families to develop financial plans based on trust, comfort, and confidence. They have been with Fidelity since 2020, initially serving as a Workplace Planning Adviser before advancing to their current role in 2023. Prior to joining Fidelity, Gi Young Lee worked as a Financial Associate at TD Ameritrade from 2019 to 2020. Throughout their career, Gi Young Lee has gained experience in financial consulting and workplace planning, focusing on creating tailored financial strategies for clients. The biography does not provide specific information about their education or credentials. Outside of their professional work, Gi Young Lee enjoys boating, attending concerts, fishing, and exploring culinary experiences as a foodie.

Stuart Jackson is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked with Edward Jones since 2024 and owns Jackson Business Solutions, a consulting firm providing management consultation services. Prior to his financial advisory career, he held positions at Alvin Community College, the University of Texas Medical Branch, and the College of the Mainland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive nationwide network of advisors and branch offices, as well as its affiliated services including a trust company and proprietary mutual funds.

Benjamin Cordero is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and previously worked at Ham, Langston & Brezina L.L.P. and in the hospitality sector. He is also employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.