Jonathan Linker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cerity Partners LLC, Northstar Wealth Management, and a non-financial position at I Fratelli Pizza Houston. He also has academic experience from Texas Tech University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Alireza Hashemi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients, leveraging his expertise to help manage and grow their wealth. He holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards and knowledge in the financial advisory field. Alireza earned his Bachelor's Degree from the University of Houston System. His background combines formal education and professional credentials to support clients in achieving their financial goals.

Pat Patterson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Edward Jones for 21 years and Walnut Street Securities, Inc. for 22 years. Outside of his advisory role, Patterson operates H&P Enterprises LLC, a storefront ice and water vending machine business. 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 offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Danielle Bily is a CFP® designated financial advisor with Edward Jones in Richmond, TX, with 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as a bookkeeper for a local yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Wesley Blackmon is a Certified Financial Planner (CFP®) with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Katy, Texas. Outside of his advisory role, he is a partner in a family holdings company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Helen Altemus is a financial advisor with LPL Financial based in Houston, TX. She holds the ChFC® designation and Series 66 license, and has 10 years of industry experience. Her career includes roles at Bank of America, N.A. and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Marcos Helms is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. In addition to his advisory role, Helms teaches adults about the basics of equity and fixed income investments for Katy Independent School District. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

William Winegar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research model portfolios, subadvisors, and various strategy options.

Parag Bhavsar is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at HIR Inc and PAAJ LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients through a nationwide network of advisors and branch offices and operates under a fiduciary standard.

John Petersen is a CFP® professional with 33 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior roles include positions at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. He is based in Richmond, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Nikhil Modi is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Next Financial Group Inc and Ameriprise. Outside of advising, he is an author and has experience selling and servicing term life insurance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Jason Gilcrease is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to his current role, he worked in consulting and outdoor apparel sectors and spent two years at Baylor University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to provide a broad range of financial solutions.

Maher Husseini is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2007 to 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Kathryn Biron is a Series 66-qualified financial advisor with Merrill in Sugar Land, TX, and has 17 years of experience with the firm. She serves as a board member for BridgeYear, a nonprofit organization focused on connecting underserved youth to career and educational pathways that promote economic stability. Merrill, along 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 individuals, high-net-worth clients, and various institutional investors.

Gabrielle Du Bose is a financial advisor at UBS Financial Services in Houston, TX, with three years of industry experience. She holds the Series 66 designation and has been with UBS since 2018. Prior to joining UBS, she was affiliated with Bucknell University and Avalon Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

David Cromack is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and supports a range of clients with tailored asset allocation and retirement analyses.

Mushtaq Ahmed is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved with Synergy Life Brokerage Group LLC. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and providing ERISA fiduciary services through credentialed representatives.

Syed Afzaal is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and over 26 years of industry experience. He has worked at several firms including Merrill, Banc of America Investment Services, and JPMorgan Chase Bank, where he has been affiliated since 2009. Outside of finance, he is an owner and partner in a Crave Cookies franchise, involved in background operations part-time. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Scott Staples currently serves as a Market Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads a team of investment professionals focused on helping clients work toward their financial goals. His leadership is guided by a vision to transform lives, supported by a mission emphasizing collaboration, consistency, and commitment to excellence. Scott has an extensive history with Fidelity Investments, holding various roles over more than two decades. His previous positions include Vice President and Branch Manager (2013-2020), Assistant Branch Manager (2011-2012), Vice President and Senior Account Executive (2009-2010), Financial Planning Consultant (2003-2008), and Service Trader (2000-2002). This progression reflects his sustained experience in financial services and client management within the firm.

Surojeet Ghatak is a CFA® charterholder and Series 63 licensed financial advisor with over 31 years of industry experience. He is currently with LPL Financial and The Noble Group, having previously worked at Raymond James Financial Services and Fidelity Investments Institutional Services Company. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.