Allison Stark is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Akedis, DIVA Built & PETRA Built, Brand Advantage LLC, Oracle Netsuite, and Katy Cares Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Gi Young Lee is a Financial Consultant at Fidelity Investments, where they collaborate with clients and their families to develop financial plans based on trust, comfort, and confidence. They have been with Fidelity since 2020, initially serving as a Workplace Planning Adviser before advancing to their current role in 2023. Prior to joining Fidelity, Gi Young Lee worked as a Financial Associate at TD Ameritrade from 2019 to 2020. Throughout their career, Gi Young Lee has gained experience in financial consulting and workplace planning, focusing on creating tailored financial strategies for clients. The biography does not provide specific information about their education or credentials. Outside of their professional work, Gi Young Lee enjoys boating, attending concerts, fishing, and exploring culinary experiences as a foodie.

Stuart Jackson is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked with Edward Jones since 2024 and owns Jackson Business Solutions, a consulting firm providing management consultation services. Prior to his financial advisory career, he held positions at Alvin Community College, the University of Texas Medical Branch, and the College of the Mainland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive nationwide network of advisors and branch offices, as well as its affiliated services including a trust company and proprietary mutual funds.

Xiaoqing Mathews is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including time at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage and investment management capabilities.

Benjamin Cordero is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and previously worked at Ham, Langston & Brezina L.L.P. and in the hospitality sector. He is also employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Francis Fontana is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and associated with Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Hannah Berthet is a financial advisor at Fidelity with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity and Fidelity Brokerage Services since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Edward Dobin is a financial advisor at Ameriprise in Houston, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Qing Yao is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. Outside of her advisory role, she manages a rental property in Missouri City, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Arturo Castelan is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Fidelity and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Andrew Hemingway is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at First Command Advisory Services and affiliated firms for three years. Outside of advisory work, he manages a mineral interest business through Sooner OG, L.L.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and its own research.

Kristin Haynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their financial lives with what matters most to them through thoughtful planning and real dialogue, creating financial plans tailored to their unique needs. Kristin's expertise spans college education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing, among other areas. She works closely with clients to navigate financial changes with empathy and professional guidance. Kristin holds a Bachelor's Degree from the University of Houston and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant (ChSNC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Her approach emphasizes fiduciary responsibility, risk-managed investments, and support for families through major life events and special needs planning. In addition to her professional work, Kristin participates in community organizations such as the American Heart Association, Bay Area Turning Point, and Houston Food Bank. Her personal interests include baseball, cooking, dancing, golfing, hiking, music, reading, spending time with family, traveling, and writing.

Justin Paschal is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, having worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2010 to 2017. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Donald Whitehead Jr. is a financial advisor with Morgan Stanley in Bellaire, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Whitehead also serves as a trustee for multiple investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Kelly Fuller is a financial advisor with Primerica Advisors in Houston, TX. She holds Series 65 and Series 63 credentials and has eight years of industry experience. Fuller has worked at Primerica Advisors since 2014 and also has a long-term role at Houston Community College. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and uses model-delivery strategies developed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jay Gazzier is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 27 years of industry experience. His prior career includes roles at Merrill Lynch Pierce Fenner & Smith and Bank of America. Outside of advising, he is involved in real estate and business ownership through entities such as Gazzier Development Group LLC and Jax Development Group LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Asaf Glaich is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for ten years before joining Stifel in 2021. Outside of his advisory role, he is involved in oil and gas investment through a holding company and owns a remodeling and construction business. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrea Veerachalee is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Charles Schwab in 2025, she worked briefly at Fidelity Investments and spent several years in full-time education. 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 both non-discretionary and discretionary investment options, combining centralized custody and order-routing with access to multi-asset model portfolios and alternative investments.

Keith Raney is a financial advisor with Edward Jones in League City, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience and has been with Edward Jones since 2015. 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 and has a large national network of financial advisors and branch offices.

Marcela Galvan is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets and Arterx Neu, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.