Jared Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Edward Jones, E*TRADE, J.P. Morgan Securities, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kevin Helmer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2000, progressing through various roles including Financial Consultant, Senior Relationship Officer, and Relationship Officer, gaining extensive experience in financial planning and investment analysis. Kevin partners with clients to improve their financial well-being by providing guidance and developing strategies tailored to their specific goals. His professional focus includes financial planning, portfolio planning, and investment analysis. He holds an Arkansas Insurance License. Outside of his professional work, Kevin has interests in beach activities, fitness, golf, military service, scuba diving, and surfing.

Andrew Benjamin is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at APEX Systems, Source Point, Inc., Ttec, and Invesco. Benjamin is also involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. 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 accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment 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.

Stephen Ulsh is a ChFC® and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he serves as Chief Financial Officer for Aslan Federal, a government contracting services firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Anthony Lapia is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shehzad Khan is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to generate tailored, algorithm-assisted recommendations.

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.

Donavon Sammons is a financial advisor at Fidelity with 14 years of industry experience and holds a Series 66 designation. He has worked with Fidelity Investments Institutional Services Company since 2014 and has been involved with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, Sammons owns a residential home construction business and serves as an official umpire for track and field events ranging from high school to professional levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios built from mutual funds, ETFs, and ETPs.

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.

Brian Strawn is a financial advisor with Ameriprise in League City, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages DGW Worldwide, LLC, an investment-related business. Ameriprise provides a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, delivering structured, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.