Clarissa Barras is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Tulin Harvey is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to develop personalized financial strategies that align with their short-, medium-, and long-term goals. Her approach involves understanding each client's unique priorities and providing guidance across various areas, including college education planning, corporate benefits, retirement income, tax minimization, and small business strategies. In addition to wealth management, Tulin connects clients with Bank of America specialists for expertise in banking, lending, home financing, and small business solutions. Tulin holds a Bachelor's Degree from Sam Houston State University and holds the Personal Investment Advisor (PIA) designation. Fluent in English and Turkish, she is involved in professional and community organizations such as the Greater Houston Women's Chambers of Commerce and The Woodlands Women's Tennis League. She also participates in the Civil Air Patrol Auxiliary and serves on her community's Social and Welcome Committee. Outside of her professional responsibilities, Tulin enjoys activities including biking, dancing, drawing/sketching, golfing, horseback riding, reading, skiing, tennis, and traveling. She emphasizes open and transparent communication to build relationships based on trust, respect, and mutual understanding with her clients.

Charles Bankerd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Momentum Independent Network Inc. He also operates Bankerd Financial Services and maintains a non-variable insurance business. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kyle Baker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Relationship Banker at JPMorgan Chase & Co from 2022 to 2024 and as an Account Executive at Goosehead Insurance in 2022. In his role as Financial Consultant, Kyle partners with clients to understand their short and long-term financial goals and helps to construct financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional work, Kyle has interests in cars, food, football, traveling, and volunteering.

Jason Peterson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has worked with Raymond James since 2017, and previously spent eight years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his father's trust. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lazaro Rodriguez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase bank since 2008. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Paul Nitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Cetera in 2025, he spent two decades at Avantax Advisory Services and over 30 years associated with related Avantax entities. In addition to his advisory work, he owns a legal and tax preparation practice focused on estate planning and tax return preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

James Arnold is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served 14 years in the United States Coast Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Carl Carlile is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has worked with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending through a large network of financial advisors and branch offices.

Ashley Fitts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Belk and CONVERGYS. She is based in The Woodlands, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios that incorporate mutual funds, ETFs, and ETPs.

Lindsey Broadwell is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Chevron and ConocoPhillips. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and supports trade execution and custody through established third-party providers.

Jacob Bazzrea is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and NYLIFE Securities LLC. Outside of advisory work, he is employed as an AI tutor in a non-investment-related capacity. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Timothy Anselmi is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. In addition to his advisory role, Anselmi sells property and casualty insurance and owns Sunbelt Financial LLC, which supports his practice’s administrative needs. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managers and platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brooks Nelson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously served on active duty in the U.S. Air Force from 2014 to 2017. Nelson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill, Greystone Financial Group, Inc., SagePoint Financial, and Harman Asset Management. Outside of his advisory role, he serves as Vice President on the board of a homeowners association in The Woodlands, Texas. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. Its advisers employ firm-provided tools and multiple advisory platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Christopher Garcia is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Raymond James in 2026, he worked at UBS Financial Services for five years and held various positions at JPMorgan Chase and its affiliated entities from 2016 to 2021. Raymond James & Associates, Inc. is a large 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Talon McAdams serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. His focus includes education planning, personal retirement planning, and tax minimization. Talon holds a Bachelor's Degree from the University of Saint Thomas and holds the Personal Investment Advisor (PIA) designation. His expertise emphasizes comprehensive planning designed to mitigate taxes, manage costs, and minimize overall risk, particularly for high-net-worth individuals and families. He approaches wealth management by creating tailored plans that align with each client's unique needs and goals. Outside of his professional responsibilities, Talon is involved with the Kingwood Rugby Club and is a member of the Sigma Tau Gamma Fraternity. He enjoys basketball, golfing, hunting, scuba diving, skiing, and spending time with his family. Talon and his wife Madison live downtown with their two cats.

Rachael Hunt is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, she held roles with organizations including the Jewish Federation of Greater Dallas and URJ Greene Family Camp. Her background includes community and nonprofit involvement. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Muhlbauer is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory role, he serves as president of WyoTex Investments, a capital investment company, and leads Between Jobs Ministry, a nonprofit focused on workforce skill development. He is also a co-owner of Peregrine Stimulation Services through his involvement with WyoTex Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a comprehensive range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Ramiro Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at Insperity and several other firms. Outside of his advisory role, he is involved in real estate investing as the managing member of Paving The Way Properties LLC and serves as a co-trustee of C5 Acquisitions LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.