Kyle Baker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Relationship Banker at JPMorgan Chase & Co from 2022 to 2024 and as an Account Executive at Goosehead Insurance in 2022. In his role as Financial Consultant, Kyle partners with clients to understand their short and long-term financial goals and helps to construct financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional work, Kyle has interests in cars, food, football, traveling, and volunteering.

Jason Peterson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has worked with Raymond James since 2017, and previously spent eight years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his father's trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lazaro Rodriguez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase bank since 2008. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Miguel Martinez serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Cypress Falls High School. Miguel focuses on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Paul Nitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Cetera in 2025, he spent two decades at Avantax Advisory Services and over 30 years associated with related Avantax entities. In addition to his advisory work, he owns a legal and tax preparation practice focused on estate planning and tax return preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Carl Carlile is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has worked with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending through a large network of financial advisors and branch offices.

Ashley Fitts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Belk and CONVERGYS. She is based in The Woodlands, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios that incorporate mutual funds, ETFs, and ETPs.

Garret Story Sealey is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, AXA Advisors, LPL Financial, and Intrua Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to manage model portfolios across mutual funds, ETFs, and ETPs.

Lindsey Broadwell is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Chevron and ConocoPhillips. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and supports trade execution and custody through established third-party providers.

Jacob Bazzrea is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and NYLIFE Securities LLC. Outside of advisory work, he is employed as an AI tutor in a non-investment-related capacity. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Timothy Anselmi is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. In addition to his advisory role, Anselmi sells property and casualty insurance and owns Sunbelt Financial LLC, which supports his practice’s administrative needs. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managers and platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brooks Nelson 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 served on active duty in the U.S. Air Force from 2014 to 2017. Nelson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. 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 applying an ESG eligibility framework in its recommendations.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill, Greystone Financial Group, Inc., SagePoint Financial, and Harman Asset Management. Outside of his advisory role, he serves as Vice President on the board of a homeowners association in The Woodlands, Texas. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. Its advisers employ firm-provided tools and multiple advisory platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Christopher Garcia is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Raymond James in 2026, he worked at UBS Financial Services for five years and held various positions at JPMorgan Chase and its affiliated entities from 2016 to 2021. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachael Hunt is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, she held roles with organizations including the Jewish Federation of Greater Dallas and URJ Greene Family Camp. Her background includes community and nonprofit involvement. 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 offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Muhlbauer is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory role, he serves as president of WyoTex Investments, a capital investment company, and leads Between Jobs Ministry, a nonprofit focused on workforce skill development. He is also a co-owner of Peregrine Stimulation Services through his involvement with WyoTex Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a comprehensive range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Ramiro Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at Insperity and several other firms. Outside of his advisory role, he is involved in real estate investing as the managing member of Paving The Way Properties LLC and serves as a co-trustee of C5 Acquisitions LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Glynn Tolleson is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Glynn worked in education for nine years with the Tomball and Klein Independent School Districts. He also spent over a decade with Texas Peppers Fastpitch. 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 and investment strategies supported by a large national network of financial advisors and branch offices.

Athena Squyres is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate firms since 2014. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining accounts within Ameriprise-managed portfolios.

Elvis Rodriguez is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Mr. Rodriguez worked as a Financial Advisor at VALIC Financial Advisors from 2015 to 2019. His earlier experience includes roles at Wells Fargo as a Home Equity Sales Consultant from 2007 to 2011 and as a Commercial Credit Analyst from 2006 to 2007. Mr. Rodriguez is a CERTIFIED FINANCIAL PLANNER™ who focuses on collaborating with clients to develop, implement, and monitor personalized financial plans tailored to their goals and needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout his professional practice. Outside of his professional work, Mr. Rodriguez has interests in baseball, cooking and baking, family activities, football, pets, and traveling.