Jesse Ocana is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, serving initially as a Workplace Planning Consultant from 2017 to 2020, then as a Financial Consultant from 2020 to 2022 before his current position. In his role as a Financial Consultant, Jesse partners with clients to develop customized financial plans tailored to their unique needs and goals, emphasizing clear and comfortable communication. He holds an insurance license in Arkansas (AR Insurance License).

Michael Dunavant is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2015, with a brief period at Bank of America, N.A. prior to returning to Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

Thomas Doggett Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including prior roles at Edward Jones and Invesco AIM Private Asset Management. Outside of his advisory work, he organizes and manages the Mason Creek-3.5 Tennis Team. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers tailored retirement planning and income-focused recommendations. The firm’s approach integrates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and structured asset allocation.

Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.

Felise Anderson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and thorough due diligence on alternative investments.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment 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 in its advisory approach.

Chad Peschke is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ReelWise, LLC, an entity used for office lease liability purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Cindrell Thomas is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2001. Outside of her advisory role, she is a member of Cee G.O.A.T., LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Brittney Restivo is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 designations and two years of industry experience. She has worked at Fidelity Investments since 2023. Outside of her advisory role, her background includes diverse positions in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery, supported by oversight controls and a formal role in managing multiple registered investment companies.

Allison Cloud is a financial advisor with UBS Financial Services in Houston, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She joined UBS in 2018 after two years at Encompass Advisory Services, LLC. Outside of her advisory work, Allison hosts online and at-home parties for Busy Mom Great Nails by ColorStreet. UBS Financial Services serves a broad client base including individuals, corporations, and institutions by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocation to tailor client solutions.

Steve Moss is a financial advisor at UBS Financial Services with 32 years of industry experience, including 26 years at UBS. He holds Series 63 and Series 65 licenses and is based in Katy, Texas. Outside of his advisory role, he owns an LLC established to purchase and manage a small plane. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor client solutions.

Christopher Green is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets services through its global platform.

Mark Mcmillan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes a role at The Hobbit Cafe and a decade as a full-time student. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Scott Martin is a financial advisor with Merrill based in Houston, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and at Merrill since 2010. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Wiggins is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2003, with a one-year tenure at Morgan Stanley from 2009 to 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering multiple advisory programs that provide portfolio management, financial planning, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset management capabilities.

Jessica Dail is a financial advisor with Thrivent Investment Management in Katy, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, including prior roles at PFS Investment Inc. and Primerica Financial Services. Outside of finance, she works as a substitute tutor for SpiderSmart, providing instruction in English, reading, spelling, and writing to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various financial topics and opportunities to combine planning with managed-account services under a unified billing system.

Rivers Patout is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a board member of an amusement park and a passive investor in an energy minerals exploration company. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joshua Ecroyd is Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2021. He partners with ultra high net worth families to collaboratively develop holistic plans that simplify complex financial questions, helping these families build, protect, and transfer their wealth. He has been with Fidelity Investments since 2005, progressing through various roles including Investment Representative, Financial Planning Consultant, and Vice President Financial Consultant. Prior to joining Fidelity, Joshua served as a Financial Advisor at Merrill Lynch from 2004 to 2005 and at Pruco Securities from 2002 to 2004.

Erica Soares is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop personalized strategies aligned with individual client goals and needs. She focuses on building long-term relationships through trust, thoughtful guidance, and consistent support. Erica has been with Fidelity Investments since 2000, holding various roles including Senior Relationship Manager, Relationship Manager, Private Access Operations Specialist, and Financial Representative. This extensive experience at Fidelity has equipped her with deep knowledge and dedication to providing personalized planning services. Outside of her professional duties, Erica enjoys cooking and baking, attending social events with friends, watching movies, listening to music, spending time with pets, and volunteering.

Isaac Robles is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has six years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance at Lyft, Uber, and Big Bux Bingo. He has also been involved with Lone Star College System since 2010. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.