Parker Westover is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Parker progressed through several positions within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Customer Relationship Advocate (2023-2024). Parker began their career as a Wealth Management Intern at Merrill Financial Associates from 2021 to 2023. Parker believes that effective financial plans start with building meaningful relationships. By understanding each client's goals, values, and aspirations, Parker provides personalized guidance and ongoing support to help clients navigate life's changes with confidence. Outside of their professional work, Parker enjoys spending time at the beach and playing golf.

Pablo Gomez is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Richard Saldana is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for six years. He is also Vice President of Woodforest Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Tyler Henry is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at the University of Texas and held a leadership role as Chef's Lead Assistant with Zeta Tau Alpha, where he helped manage other servers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jordan King is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and three years of industry experience. He has a background that includes roles at Fifth Third Bank, JPMorgan Chase Bank, and the United States Military Reserve. Outside of his advisory work, he is involved as an owner and partner in several real estate holding companies unrelated to his role at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm’s offerings include asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

Will Landes is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab since 2007, including a period at Charles Schwab Bank from 2015 to 2017. He also has experience with Life Changing Home Solutions. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Lauren Esposito is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2008. Outside of her advisory role, she is also a voice actor operating a sole proprietorship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Steven Spurling is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Columbia Management Investment Distributors Inc and MML Distributors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jonathan Murdock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Edward Jones and Woodforest National Bank. He is also associated with Woodforest Advisors, a corporate RIA branch operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services, without providing individual security recommendations as part of standalone planning.

Samuel Scheler is a financial advisor with Edward Jones in Conroe, Texas. He holds a Series 66 designation and has nine years of experience with Edward Jones, following 17 years at Texas Farm Bureau. Outside of his advisory role, he has ownership interests in oil and gas royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Matthew Sechelski is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones. Outside of OSAIC, he serves as a wealth manager at Harman Wealth Management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, automated rebalancing, and various investment vehicles to tailor portfolios on discretionary or non-discretionary bases.

Maria Lamas is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Lincoln Financial Securities Corporation and Lincoln National Life. Outside of her advisory role, Maria is an insurance agent offering various insurance products, including accident and health insurance, disability income, and long-term care insurance. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through an extensive network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management along with access to multiple third-party investment platforms.

Nataly Serrano is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously held roles at Ruben Luna PLLC and Downeast Outfiters. Outside of her advisory work, she serves as an administrative assistant for A-Plus Striping LLC, a construction services company. 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 for its services.

Ron Lantier is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Pinnacle and TEPCO, with additional longstanding service at Primerica Financial Services since 1996. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm offers advisory services through a large network of advisors and employs model-delivery investment strategies managed by third-party asset managers.

Charles Hogan Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Town Talk Inc. from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jose Rojas is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Financial Services since 2000. Outside of his advisory role, he is involved in the sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Perdue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has previously worked at Cetera and Foresters Advisory Services, with a career spanning various firms since 2009. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jessica Mcnamara is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Outside of her advisory role, she was the owner and daily operations manager of Midnight Mocha Reads LLC, a retail bookstore. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Corey Allen is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Fort Bend ISD and longstanding tenure with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he participates in community organizations including the Greater East Montgomery Chamber of Commerce, San Jacinto Community College, and the Rotary Club. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.