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 with LPL Financial in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Prudential Equity Group, LLC for six years before joining LPL Financial in 2002. 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 and access to third-party asset management with technology-supported operational tools.

Ginger Hardy is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Singletrack Financial LLC, THE Legacy One Group, and FSC Securities Corporation. Hardy also serves as Chief Operating Officer at Singletrack Financial LLC, overseeing office operations and advisor support. OSAIC is a large multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services across diverse programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of discretionary and third-party managed strategies.

Tadeus Latawiec is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of experience. His prior roles include positions at US Technical Solutions, Alta Marketing, and the University of Texas at Austin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tamara Batten is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing, as well as CUSO Financial Services and University Federal Credit Union. She is involved with the Clear Lake High School Cheerleaders Booster Club. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jacob Giesen is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Merrill, Bank of America, and Edward Jones. Outside of his advisory work, he serves as treasurer and board member for a local homeowners association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research, offering model asset allocations that may include ESG considerations.

Jason Pehl is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank since 2010. Outside of finance, he is an owner and partner of a Hotworx infrared fitness studio franchise. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for institutional clients such as plan sponsors and endowments. Their advisory process combines quantitative and qualitative research, incorporates ESG criteria, and is supported by affiliated investment-management entities.

Samuel Granberry is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2000. Beyond his advisory role, Granberry serves as a volunteer firefighter and training captain with the Pearland City Volunteer Fire Department and is a part-time instructor for Pearland Parks & Recreation. He is also Vice President of Harvest Creek Publishing and Design in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides various affiliated services, including trust and securities-based lending, operating under a fiduciary standard.

Asa Ehrlich is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity as an Investor Center Intern in 2022, progressing through positions including Financial Representative, Relationship Manager, and Investment Consultant before his current appointment. In his role, Asa focuses on understanding clients' personal and financial needs to develop customized strategies. He utilizes Fidelity's technology and planning tools to build lasting client relationships and provide ongoing guidance to help clients achieve their evolving financial goals. Outside of his professional work, Asa is interested in board games, camping, football, social events with friends, and golf.

Edgar Hull is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns a yacht brokerage company in Charleston, SC, and is a founder and board member of CP Soccer Houston, a charitable organization focused on fundraising and community activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research, capital markets services, and affiliated banking solutions.

Corey Lashway is a financial advisor based in Houston, TX, affiliated with Primerica Advisors. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Lashway has been with Primerica Advisors since 2017 and also has experience with Primerica Financial Services and Fastenal Company. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Evanan Church is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Church participates in mystery shopping activities in the Houston/Sugar Land area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jeffrey Gilcrease is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously served 20 years in the U.S. Air Force. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew King is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. He is also involved in legal services through his roles as president and owner of estate and legal service firms in San Antonio, Texas. Cambridge Investment Research Advisors serves a diverse clientele including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Valarie Minetos is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. She previously worked at Pruco Securities, LLC, and CrestWare, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jack Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Meletio Lighting and Electric and was affiliated with Texas A&M University. Fidelity’s Strategic Advisers LLC, where Jack Mason is based, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

William Rovirosa is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity, including Investment Solutions Representative III, II, and I, as well as High Net Worth Associate, demonstrating a breadth of experience within the financial services industry. Prior to joining Fidelity, he worked as a Wire Risk Banking Specialist at USAA from 2020 to 2021. William holds an Arkansas Insurance License, supporting his expertise in providing financial planning services. He approaches financial planning collaboratively, aiming to understand clients' support needs and preferences to develop actionable plans geared towards financial success. Outside of his professional work, William enjoys activities such as camping, fitness, food exploration, golf, hiking, and parenthood.

Jessica Babcock is a Series 66-licensed financial advisor with Edward Jones in Pearland, TX, with three years of industry experience. Prior to joining Edward Jones, she worked at N2 Distribution and has been involved with Thornton's Gymnastics Center for over ten years, where she coaches children ages 3 to 12. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offices.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include seven years at J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ann Krieger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including prior roles at LPL Financial and Waddell & Reed. She serves as an executor of an estate in a personal capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning tools supported by its Global Investment Committee.