Nicole Rizzo is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Fidelity Investments and Edward Jones Investments, along with experience outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brian Strawn is a financial advisor with Ameriprise in League City, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages DGW Worldwide, LLC, an investment-related business. Ameriprise provides a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, delivering structured, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Abigail Flores is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions related to accounting and sales, as well as an engagement with the University of Houston Program for Excellence in Selling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Sean Roberts is currently the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to customize, build, and execute their unique financial plans. His professional identity centers on providing tailored financial advice to meet individual client needs. Sean's experience spans several roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Relationship Manager, showcasing a progressive career in financial services since 2019. Prior to that, he worked as a Financial Advisor at Roberts Wealth Management, Link Investment Services, and Edward Jones. His experience covers a broad range of financial advisory services. He holds an AR Insurance License. Outside of his professional work, Sean's personal interests include fishing, football, outdoor adventures, parenthood, reading, and traveling.

Keith Bernstein is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He brings over 25 years of experience in the financial services industry, providing wealth management strategies tailored for retirees, high net worth individuals, and business owners. Keith is committed to delivering personalized financial advice and access to specialized investment services that meet the needs of sophisticated investors. Keith holds a Bachelor's Degree in Engineering from Auburn University and transitioned from a decade-long career in the Engineering and Construction Industry to financial services in 1999. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, retirement income, and portfolio management services. Keith resides in Sugar Land with his wife and two children. He values family and community and actively volunteers with organizations such as GiGi's Playhouse (Down Syndrome Achievement Center). His personal interests include adventure sports, baseball, basketball, biking, fishing, football, hiking, reading, and spending time with his family.

Gregory Buchai is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Ginger Hardy is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including FSC Securities Corporation and THE Legacy One Group. Hardy also serves as Chief Operating Officer of Singletrack Financial LLC, where she oversees office operations and supports advisor services. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs a range of portfolio construction tools and third-party services to support customized portfolio management for its clients.

Tadeus Latawiec is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of experience. His prior roles include positions at US Technical Solutions, Alta Marketing, and the University of Texas at Austin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tamara Batten is a financial advisor with LPL Financial in League, TX, holding Series 63 and Series 65 registrations and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank and Clearing, CUSO Financial Services, and University Federal Credit Union. She is involved with the Clear Lake High School Cheerleaders Booster Club. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Jacob Giesen is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. He has worked at Merrill, Bank of America, Edward Jones, and J.P. Morgan entities. Giesen serves as treasurer and board member for the Centerfield In Bay Colony Homeowners Association, a local nonprofit. J.P. Morgan Securities 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.

Jason Pehl is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2010. Outside of finance, he is an owner and partner of Hotworx, an infrared fitness studio franchise in Sugar Land, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Samuel Granberry is a financial advisor at Edward Jones in Pearland, TX, with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has volunteered with the Pearland City Volunteer Fire Department for over a decade and serves as Vice President of Harvest Creek Publishing and Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Asa Ehrlich is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity as an Investor Center Intern in 2022, progressing through positions including Financial Representative, Relationship Manager, and Investment Consultant before his current appointment. In his role, Asa focuses on understanding clients' personal and financial needs to develop customized strategies. He utilizes Fidelity's technology and planning tools to build lasting client relationships and provide ongoing guidance to help clients achieve their evolving financial goals. Outside of his professional work, Asa is interested in board games, camping, football, social events with friends, and golf.

Lundyn Cuellar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Cuellar worked for Bank of America Corporation/Merrill Lynch from 2023 to 2026. 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 an ESG eligibility framework to guide investment recommendations.

Donna Uliva is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with DRU Consultants LLC, an entity established to manage payroll for staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Edgar Hull is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns a yacht brokerage business in Charleston, SC, and is the founder and a board member of CP Soccer Houston, a charitable organization focused on soccer-related activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Evanan Church is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Church participates in mystery shopping activities in the Houston/Sugar Land area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jeffrey Gilcrease is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he served 20 years in the U.S. Air Force. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Logan Baxter is a Planning Consultant at Fidelity Investments, where he engages in financial planning conversations with clients to help them understand their financial picture and pursue their life goals. He joined Fidelity Investments in 2022 and has held roles including Central Relationship Manager and currently serves as a Planning Consultant since 2023. Prior to joining Fidelity, Logan worked as a Registered Representative at Equitable Advisors in 2022. His professional experience encompasses client relationship management and financial planning, contributing to his ability to support clients in achieving their financial objectives. Logan's career progression reflects his commitment to the financial services industry and client engagement. Outside of his professional responsibilities, Logan enjoys activities such as family activities, fishing, reading, tennis, and writing.

Matthew King is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Ameriprise Financial Services, Inc. prior to joining Cambridge in 2019. Outside of advising, he is involved in legal services as president of KING ESTATE LAW, PLLC, and owner of SIERRA, SPEARS, & KING PLLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment solutions, including proprietary and unaffiliated model strategies, with both discretionary and non-discretionary implementation tailored to client objectives.