Christopher Hassold is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and nine years of industry experience. He worked at Pruco Securities, LLC for seven years before joining LPL Enterprise in 2024. Prior to his financial services career, he was employed at Stephen F. Austin State University for five years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and trustee services through affiliated entities.

Matthew Bohli is a financial advisor with LPL Financial based in Kingwood, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Bohli Bros Lawncare and Powerwashing for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Anthony Couch is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. His career includes roles at Questar Asset Management and Woodbury Financial Services, among others. Couch is also involved with Clear Financial Network, a business affiliated with his LPL practice. 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jessica Scott is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2023. Prior to that, she was affiliated with Sagepoint Financial, Inc. and Pre-emptive Financial Services, where she also has an administrative role. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

Tyriah Callwood is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans tailored to their goals. He is committed to helping clients navigate their financial journey through the use of technology, cost-effective strategies, and personalized planning approaches. Tyriah has been with Fidelity Investments since 2021, progressing through roles as Customer Relationship Advocate, Relationship Manager, and Investment Consultant before becoming a Planning Consultant in 2026. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Lynch from 2019 to 2021. Outside of his professional role, Tyriah has interests in art, the beach, comedy, fitness, social events with friends, and volunteering.

Moses Francis Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank and JP Morgan Securities LLC. He also has experience with God's House Of Praise Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS‑qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi‑manager and fund‑of‑funds structures and delivers model portfolios to intermediary platforms.

Monica Van Den Hudding is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with firms including Valic Financial Advisors, Bank of America, and Merrill Lynch Pierce Fenner & Smith. 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, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Lenz Gutierrez is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity, he served as a Field Director-Financial Representative at Northwestern Mutual Financial Network from 2007 to 2012. His professional approach centers on creating customized financial plans tailored to his clients' needs by building meaningful and lasting relationships and maintaining open communication to continually improve these plans over time. Lenz holds insurance licenses in both Arkansas and California. Outside of his professional work, Lenz has personal interests in comedy, family activities, football, pets, and soccer.

Keaton Swayze is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity and its affiliated firms since 2011, as well as with Wells Fargo Investments and Chase Investment Services earlier in his career. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Jackson Kothe is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of investors and offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Michael Sofia is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers 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, with trading and portfolio implementation delegated to BNY Mellon Advisors.

Anthony Hicks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 licenses. In addition to his advisory role, he is involved with Starr Bakery LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting.

Matthew Rickaway is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves on the board of the Alvin Community College Foundation, where he helps oversee investments and administer scholarships, and he is a school board member for the Danbury Independent School District. Additionally, he oversees operations at W-Diamond Cattle Company, an agricultural business. The DDK Group at Robert W. Baird & Co., where Rickaway works, serves individuals, corporate clients, pension plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm emphasizes a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager selection supported by internal research and tools.

Charles Goldsmith is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and also has involvement with Home Smart since 2023. Outside of his advisory role, he serves as secretary/treasurer of MIH Enterprises, Inc. and is involved with FLD, Inc., a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Garth Hentges is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Gary Foose Jr. is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as a hearing arbitration panelist for FINRA and manages a separate LLC involved with property lease and loan administration. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and custody services. The firm employs a variety of managed account strategies and overlay management techniques, supported by internal research and strategic partnerships, and manages approximately $394 billion in regulatory assets.

Christyna Lewis is a Series 66-licensed financial advisor with Edward Jones in Houston, TX, with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Landmark Worldwide from 2012 to 2018. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, while operating under a fiduciary standard.

Christie Hayden is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and TIAA-CREF. Outside of her advisory role, Christie works as an independent contractor providing dog walking and pet sitting services. Fidelity’s Strategic Advisers LLC, where Christie is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Larry Claxton Jr. is an advisor with Cetera in Houston, TX. He holds Series 63 and Series 65 designations and has been in the industry since 2016 with experience at several firms including American National Insurance Company and Charles Schwab & Co., Inc. His current role at Cetera began in 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Trevor De Benon is a financial advisor at LifePlan Financial Services, LP with a Series 65 credential and one year of industry experience. Prior to joining LifePlan, he worked at Aerotek and was self-employed. He is also a managing member of DeBenon Insurance Services, LLC, which plans to become a licensed life insurance agency in Texas. LifePlan Financial Services provides investment supervisory services, financial planning, and third-party money manager selection to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and uses a combination of charting, fundamental, and technical analysis to implement investment strategies.