Jose Abdala Marquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Investar Capital, British American Tobacco, and Tecnologico de Monterrey. Outside of his advisory role, he is an owner and partner in Databricks, a cloud-based platform for data engineering, data science, and machine learning. 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.

Wenjuan Gao is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, 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 develop model portfolios composed of mutual funds, ETFs, and ETPs.

Sushil Birla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Justin Creed is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, nA, as well as roles at Academy Sports + Outdoors and Hibbett Sports. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Rick Dworaczyk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients to prepare for financial challenges and opportunities, partnering with them to transform their investments into lifetime plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2022 and as an Investment Consultant from 2015 to 2017. Before joining Fidelity, he was the Chief Investment Officer at Foresight Financial from 2011 to 2015. Rick's career spans roles focused on investment consulting and financial planning. His experience includes developing and managing investment strategies and advising clients on financial goals. Outside of his professional work, Rick's personal interests include baseball, fitness, social events, kayaking, parenthood, and scuba diving.

Jeremiah Corbin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Texas Wealth Management, LLC and FSC Securities Corp. He is also involved in client account management at Texas Wealth Management, LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of services such as integrated brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms.

Michelle Pardivala is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, her work history includes roles outside the financial sector, such as positions at MD Medical Management, G3 Innovations, and The Tutoring Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Cameron Hall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and C & D Steward Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Alec Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He began his career in the financial services industry in 2013 while attending Louisiana State University, where he earned a Bachelor's Degree in Finance in 2016. Alec focuses on financial and strategic wealth planning, providing clients with comprehensive services that include investment management, retirement planning, trust and estate planning, cash-flow analysis, charitable giving, and higher education goals. He is a member of the team's investment committee, assisting in the management of the team's Investment Advisor Program strategies. Alec serves entrepreneurs, executives, retirees, and their families, delivering integrated wealth planning, analysis, and strategy with the intent of helping clients achieve their objectives efficiently. He holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Outside of his professional work, Alec remains an active alumnus of Louisiana State University through several organizations including the Tiger Athletic Foundation and the Houston LSU Alumni Chapter. In his spare time, he enjoys traveling, playing golf, and supporting the LSU Tigers.

Nazir Samadyar is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he works as an Uber driver in Houston. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joseph Nader is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021, as well as prior experience at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory work, he is listed as a board member for a family-owned travel agency to meet regulatory requirements, without ownership or operational involvement. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patricia Starek is a financial advisor at Cetera with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held various roles at firms including Avantax Insurance Agency and Avantax Investment Services. In addition to her advisory work, she serves as president of Kerats, Inc, a tax preparation and advisory firm, and is involved in managing multiple family trusts. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Garth Mchenry is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Banc One Securities Corporation and Chase Investment Services Corp. Outside of his advisory work, he is involved in hotel investment and management through entities such as WIN WIN 1, LLC and Lagoon Hospitality in New Smyrna Beach, FL. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial services.

Elizabeth Curtis is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has prior work experience at Ameriprise Financial Services, Merrill, Bank of America, and Shell in various roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive nationwide advisor and branch network and affiliated capabilities beyond advisory services.

Cohen Reagan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. His previous roles include positions at TD Ameritrade Investment Management, LLC, and TD Ameritrade Inc. since 2007. 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, distribution, and investment management capabilities.

Sidney Jenkins is a financial advisor at Fidelity with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fidelity, Jenkins worked in management roles at Mattress Firm and Pappas Restaurants. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and quantitative methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

David Matheson is a financial advisor with LPL Financial based in Houston, TX, holding Series 66, 63, and 65 licenses and bringing 19 years of industry experience. His prior experience includes positions at Invesco Advisers, Crossmark Global Investments, and Catholic Answers, Inc. Outside of finance, he serves as an official scorer for Major League Baseball, reporting statistics for Houston Astros games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with various investment platforms, tools, and non-advisory financial services.

Marvin Conrad Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Frost Investment Services and Frost Brokerage Services, where he worked for a combined 23 years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Jose Romero Reynaud is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked in various roles including at Macsteel International USA Corp and Comercializadora Integral Vorivost. Outside of his advisory work, he operates as a golf trainer and is a partner at INVERKOLF S.C., a consulting firm in investment and finance based in Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and emphasizes a structured planning process supported by firm-approved tools.

Jason Allen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.