Benjamin Perry is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience, including roles at Quadrant Biosciences and Tradewins Financial. Perry also provides consulting services to technology and biotech companies and sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, utilizing multiple program platforms and both affiliated and third-party managers.

Anthony Benzaia is a financial advisor with Edward Jones in Santa Fe, Texas. He holds a Series 66 designation and has prior work experience at ExxonMobil and the U.S. Air Force. Benzaia joined Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Logan Mclaughlin is a financial advisor at Fidelity with 11 years of industry experience and holds Series 63 and Series 65 designations. He has been with Fidelity and its affiliated brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Eric Andreas is a CFP® and Series 66 designated financial advisor with Edward Jones in Alvin, Texas, where he has worked since 2018. He has seven years of industry experience and previously held roles at Fetching Lab Brewery and Bluebonnet Distributing LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Musa Mahmud is currently a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he supports clients in working toward their financial needs and life goals through a consultative approach to planning and services available at Fidelity. Prior to this, Musa served as a Central Relationship Manager at Fidelity Investments from 2021 to 2023. He has also held positions as a Private Client Banker at JP Morgan Chase (2020-2021), a Financial Advisor at Morgan Stanley (2018-2020), and a Financial Advisor Associate at Edward Jones in 2018. Musa's professional experience spans various roles in financial advising and client relationship management. His background includes assisting clients with their financial planning needs and managing client relationships across multiple firms in the financial services industry. Outside of his professional work, Musa has personal interests in baseball, cars, football, social events with friends, and outdoor adventures.

Cynthia Smedstad is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank and its affiliated entities since 2015. Outside of her advisory role, she is a signer on the business checking account for Energy Industrial Services, LLC, an oil and gas services 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Janet Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies to meet client needs.

Osama Roubi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A. for 21 years prior to joining J.P. Morgan Securities in 2022. Outside of his advisory role, he is involved in an automotive business venture, assisting with funding and financing for a used car lot operated by his brother. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Blake Mc Cormack is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Aaron Daniel II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Clear Creek ISD for two years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual financial goals, including college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Matthew holds a Master in Accounting (MAcc) from The Ohio State University Fisher College of Business and a Bachelor in Business Administration with an emphasis in Accounting from the California State University System. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is fluent in English and Dutch. In his personal time, Matthew enjoys activities such as billiards, boating, bowling, golfing, hiking, horseback riding, hunting, music, softball, and spending time with his family. His professional philosophy centers on helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

Carmen Warren is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in finance, she worked at Texas A&M University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bryan Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he held positions at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. Their approach incorporates an ESG eligibility framework and access to a wide range of products through its security-based swap dealer and futures commission merchant registrations.

Michael Ferrell is a Series 66-licensed financial advisor with Edward Jones in Alvin, TX, with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in education with Spring ISD, Brazosport ISD, and Houston ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Dallin Beveridge 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 worked at Fidelity Investments for eight years. His background includes roles at various firms outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Abdallah Charide is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Merrill, The Home Depot, and First National Bank. 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 institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Christian Bratovich is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Charles Schwab Bank, Pearson Education, and Max Breisse Insurance Agency. Charles Schwab serves a large client base, 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment due diligence process.

Juan Zaragoza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he managed businesses including Zarca Roofing LLC and Zarca Services LLC. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investments.

Justin Bremer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2010. In addition to his advisory role, he teaches a university course at the University of Houston’s Bauer College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kelley Delesandri is a CFP®-designated financial advisor with three years of industry experience. She currently works at Edward Jones and previously held roles at Bank of America/Merrill Lynch and American Express. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a national network of over 23,000 advisors and 15,000 branch offices.