Sheryl Barron is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2017. She is based in Cypress, TX. 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, and offers financial planning and consulting services supported by a national adviser network.

Nicholas Ostaszewski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. His prior experience includes roles at AXA Advisors and Cy-Fair Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary services delivered by select Wealth Advisors.

Carlos Cruz Martinez is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and the University of Houston Downtown. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Richard Skinner is a financial advisor with Edward Jones in Cypress, TX. He holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. 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 with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options, supported by a nationwide network of over 23,000 financial advisors.

Derek Thain is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Vacek & Thain, PLLC for five years before joining Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad investable universe, offering both discretionary and non-discretionary advisory solutions.

Joel Jaquith is a financial advisor with Fisher Investments in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Fisher Investments since 2014. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios. The firm provides various services including sub-advisory and retirement plan management, and it utilizes tax-aware strategies and defensive tactics to manage risk.

Brittney Stephens is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and investment adviser.

Eric Davis is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and 8 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Team National and TMI Climate Solutions. He serves as an officer on the committee for a youth soccer club, assisting with team operations and travel coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches nationwide.

Lauri Camden is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 20 years of industry experience, including 16 years at Morgan Stanley Smith Barney. Outside of her advisory role, she is the owner of an essential oil business inherited from a family friend. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through specialized affiliations.

Garret Story Sealey is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, AXA Advisors, LPL Financial, and Intrua Financial. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

James Blake is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He worked at Wunderlich Securities, Inc. for 17 years prior to joining LPL Financial in 2017. Blake serves as a board member of the nonprofit Cinco Ranch SW MUD #3 in Houston, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bryan Clegg is a CFP® with 19 years of experience in financial advisory services. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025, and also operates Dauntless Wealth Management LLC and Clegg Wealth Strategies LLC. His prior experience includes nearly a decade at Ameriprise Financial Services, Inc. Bryan serves as owner and financial advisor at Dauntless Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, providing access to multiple investment strategies and program structures.

Kordell Nolan is a financial advisor at Edward Jones in Cypress, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Edward Jones in 2026, he was with Phreesia for one year and was a franchise owner at Goosehead Insurance for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Brotemarkle is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, where he has worked since 2017. He has eight years of industry experience and previously spent ten years with the Cypress Fairbanks Independent School District. Outside of his advisory role, he serves on the finance committee of the Cy Fair Educational Foundation and is a soccer referee on select weekends. 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 provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branches.

Gregory Loyacano is a financial advisor with LPL Financial based in Cypress, TX. He holds the Series 66 designation and has 26 years of industry experience, including 17 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven strategies.

Dhruba Pant is a financial advisor with Cetera in Houston, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has a background that includes over a decade at Medtronic, Inc. Outside of advising, he is the managing member of Infinity 4 LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Denny Chu is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with JPM Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Yasir Manzoor is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary strategies.

Jenae Jordan is a Series 66 licensed financial advisor with Edward Jones in Houston, TX. She has been with Edward Jones since 2020. Prior to her current role, she was involved with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Poopak Saatpour is a financial advisor at Merrill with Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at Wells Fargo Clearing and Wells Fargo Bank for ten years combined and spent two years at Keller William Realty. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.