Blake Purnell is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at the Texas Department of Education, Mardel Bookstore, Sherwin Williams, and operating a small business, Blake's Pressure Washing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a variety of institutional-focused services.

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, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Primerica Advisors in two periods totaling nine years and has been affiliated with Primerica Financial Services since 2010. Fuller also has a continuing role at Houston Community College since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

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 at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has prior experience at Fidelity Investments. Before entering the financial industry, she 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’s integrated structure combines non-discretionary advisory services with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

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.

Jason Tang is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Merrill, Bank of America, and BB&T. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Brock Nolin is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Northwestern Mutual and operated a pressure washing business, H2Bros Pressure Washing LLC, where he served as a partner involved in quoting and servicing jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Cancino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Chase Investment Services Corp. Outside of his advisory work, he is a general partner in Tools 4 Guys LLC, a family-run business producing tool reviews and DIY content. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria.

Kyillah Peterson is a financial advisor with Fidelity and holds a Series 66 credential. She has one year of industry experience and previously worked in various roles outside the financial sector, including at Sport Clips and in chiropractic and creative design environments. Fidelity’s Strategic Advisers LLC, where she is employed, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Rajashree Lahoti is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise since 2009. Outside of her advisory role, she conducts educational classes aimed at empowering women through financial literacy. Ameriprise offers retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Cynthia Kelley is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2005 and has been affiliated with Bank of America, N.A. since 2015. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies and leverages its integration with Bank of America affiliates to support a broad range of financial services.

Daryl Fontenot is a Wealth Management Advisor with Merrill Lynch Wealth Management. He oversees and coordinates the financial affairs for a select group of individuals, families, and businesses in the Houston area and across the country. His client focus includes services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. Daryl assists affluent families, retirees, successful business owners, and corporate executives who value a strategic approach and the resources his team provides. Daryl holds a Master’s Degree from the University of Houston and a Bachelor’s Degree from the University of Texas. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include membership in the Rotary Club of Baytown, the Lee College Board of Regents, the Lee College Foundation, and Bay Area Homeless Services. He is actively engaged in his community, volunteering and fundraising for organizations such as United Way of Greater Baytown and Chambers County, Bay Area Homeless Services, Rotary Club of Baytown, and serving on the Lee College Board of Regents. Outside of work, Daryl’s interests include baseball, genealogy, and traveling. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Jared Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Edward Jones, E*TRADE, J.P. Morgan Securities, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kevin Helmer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2000, progressing through various roles including Financial Consultant, Senior Relationship Officer, and Relationship Officer, gaining extensive experience in financial planning and investment analysis. Kevin partners with clients to improve their financial well-being by providing guidance and developing strategies tailored to their specific goals. His professional focus includes financial planning, portfolio planning, and investment analysis. He holds an Arkansas Insurance License. Outside of his professional work, Kevin has interests in beach activities, fitness, golf, military service, scuba diving, and surfing.

Andrew Benjamin is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at APEX Systems, Source Point, Inc., Ttec, and Invesco. Benjamin is also involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. 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 curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

Kris Mason is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2011. In this capacity, he leads a team of professionals focused on delivering a superior experience in the financial services industry and supporting clients in achieving their personal and professional goals. Kris has extensive experience within Fidelity Investments, having held various positions since 1995, including Assistant Branch Manager, Senior Account Executive, Financial Representative III, Premium Account Executive, Premium Representative, and Brokerage Representative. Prior to joining Fidelity, he worked as a Financial Advisor at American Express Financial Advisors in 1995. Outside of his professional career, Kris has interests in golf, music, and traveling.

George Philip is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with World Financial Group and Cetera Wealth Services. Outside of his advisory role, he owns a CPA firm specializing in tax and accounting services and is involved with the nonprofit Gulf Coast Community Services Association as a CPA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and third-party managers alongside bespoke strategies.