Farhan Sayani is the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop and implement customized financial plans tailored to their individual needs, utilizing Fidelity's resources and tools. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative-Trader, Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2020. Details about his education, credentials, personal interests, or community involvement were not provided.

Justin Hernandez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TIAA-CREF, USAA Financial Planning Services, Ameriprise, and Thrivent Investment Management. He is based in Katy, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Jeffrey Steiner is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Financial in 2017, he worked at Waddell & Reed, Merrill, Ameriprise Advisor Services, and Choreo, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Elva Morales is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services, Inc. and The Noble Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Frederick Graney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping families, individuals, and small businesses pursue their lifestyle goals through personalized wealth management strategies. His client expertise includes family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. With 25 years of experience, Frederick develops individualized financial plans based on meaningful goals, personal risk tolerance, and comprehensive service programs. He holds a Bachelor’s Degree from the College of the Holy Cross and the Professional Investment Advisor (PIA) designation. Frederick is committed to providing a flexible strategy adapted to changing market conditions and leveraging the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Frederick’s approach emphasizes working one-on-one with clients to develop personalized strategies aligned with their long-term objectives.

Matthew Richter is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding CFP® and ChFC® designations and over 25 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, LPL Financial, and Ameriprise. 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 combines quantitative and qualitative research with forward-looking capital market assumptions and includes access to derivatives and commodities capabilities.

Tanya Stringer is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at UNLV Medicine and Harris Health System, with a one-year sabbatical in 2019. Outside of advisory work, she is the owner of JNO, LLC, a venture focused on designing women's executive clothing and accessories, and serves as a volunteer board member for YMDQ, LLC, assisting with strategic planning and outreach efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.

Leslea Stock Lopez is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Wunderlich Securities, Merrill, and UBS Financial Services. 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 portfolio programs, third-party asset management, and institutional platforms.

Hugo Rodrigues is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding a Series 66 credential and 16 years of industry experience. His career includes positions at JP Morgan Chase Bank, Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated portfolio services.

Gregory Smeraldi is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Crane Worldwide Logistics, Oracle Netsuite, and multiple terms at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies and AI in portfolio management.

Rey Sarmiento is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He previously worked at Edward Jones from 2006 to 2009 and has been associated with JPMorgan Chase Bank, N.A. since 2009. 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's non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carlos Torresdey is a financial advisor with LPL Financial in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. His career includes positions at Bank of America, Merrill, Houston Federal Credit Union, and Centro Dr. Becker. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Raymond Mastroleo Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Cantella & Co Inc for over 16 years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Shelbi Chapa is a CFP® certificant and Series 66 license holder affiliated with Edward Jones in Katy, TX, with four years of industry experience. She has held various roles at Edward Jones since 2019. Outside of her advisory work, she manages a rental property in Fulshear, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Caleb Green is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as positions outside financial services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Paulina Radpay is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Throughout her tenure at Fidelity Investments, Paulina has focused on collaborating with clients to develop and implement sustainable financial plans. She emphasizes building long-lasting relationships based on dependability and trust to support clients in navigating important life events.

Adam Brand is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 66 and Series 63 registrations and has previously worked at Centrica and Cardtronics PLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Teresa Black is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 29-year tenure at Merrill. Outside of her advisory role, she provides notary services for clients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

James Forsyth Jr. is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2017. Forsyth is involved with Sterling Portfolio Managers LLC, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Steven Flodder is a financial advisor with Equitable Advisors in Katy, TX, holding Series 66 and Series 65 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he has served as the former chairman of the board for the Katy Family YMCA’s family physical fitness program and is a co-owner of FFG Capital, an LLC involved in land development and leasing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives, using both proprietary and third-party investment programs.