David Phillips is a Financial Consultant with Fidelity Investments, where he has been working since 2020. He specializes in helping families in the Sugar Land area work towards their definition of financial freedom. Prior to his current role, David held positions as an Investment Consultant at Fidelity Investments from 2015 to 2020 and as a Relationship Manager at Fidelity Investments from 2013 to 2015. Before joining Fidelity, he worked as a Consultant at Tradestation Securities from 2008 to 2013. David's professional experience spans over a decade in financial consulting and investment advisory roles, focusing on client relationship management and investment strategies. His career reflects a consistent commitment to supporting clients in achieving their financial goals through tailored advice and services.

Steven Herce is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Khadeeja Qureshi is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience in automotive sales and operating an online car showroom. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Artis is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023, following seven years with Bank of America, N.A./Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Joshua George is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Highpoint Insurance Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria alongside broader derivatives and commodities capabilities.

Marlon Robinson II is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in various industries including logistics, retail, and food services. Outside of his advisory work, he is involved in entrepreneurial ventures such as a home renovation and remodeling company and an e-commerce clothing brand. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

Kaled Rocha is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Bank of America, Merrill, and Boston Trust Walden Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Nicholas Scannell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2009, progressing through various positions including Financial Consultant from 2012 to 2019 and Investment Solutions Representative from 2009 to 2011. Nicholas focuses on helping clients work towards their financial goals, aligning his business approach and values with customer needs. Throughout his career at Fidelity Investments, Nicholas has developed expertise in financial consulting, providing investment solutions and guidance to clients. His professional experience spans over a decade within the financial services industry, centering on client-focused financial planning and investment strategies.

Allen Van Maanen is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products and proprietary research to support client goals.

Raymond Stauffacher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a limited partner in a family partnership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Charles Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and worked previously at the Preventive Medicine Institute for seven years. Johnson’s activities also include part-time sales of loan products and home security services affiliated with Primerica. Primerica Advisors primarily serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of tactical and strategic investment approaches.

Essex Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently affiliated with Icon Imperial and has served on the faculty of Houston Community College since 2006. Outside of finance, he is the CEO of two entertainment and media companies, Street Entertainment and Street Vision Media. Icon Imperial provides investment management primarily to pooled vehicles and institutional clients, including pension and profit-sharing plans. The firm combines traditional asset management with subscription-based research publications and plan-level consulting services.

Kevin Spires is the sole advisor at Bellaire Capital Management, LLC in Bellaire, TX, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with Bellaire Capital Management since 2009. Outside of his advisory role, he holds a 50% ownership interest in a chiropractic practice but does not participate in its operations. Bellaire Capital Management primarily serves individual clients with investment management and financial planning, and also provides retirement plan consulting and participant advisory services. The firm manages client assets directly, operates with discretionary authority, and employs a blend of fundamental, cyclical, and technical investment approaches.