Tami Rovall is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She previously worked at BBVA Securities Inc. for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Mark Edelman is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Cantella & Co Inc for 15 years. Outside of his advisory role, he is the president of Mark Edelman Interests, Inc., a pass-through entity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Todd Porter is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2010, progressing through roles as Investment Consultant, Financial Consultant, and currently serving as Vice President. Prior to joining Fidelity, Todd worked as a Wealth Advisor at LPL, a Financial Advisor at Merrill Lynch, and a Personal Financial Representative at Allstate Financial Services. His professional experience spans over two decades in financial services, focusing on creating financial plans tailored to client needs and fostering strong client relationships based on trust. Todd holds an Arkansas Insurance License. Outside of his professional responsibilities, Todd's personal interests include spending time at the beach, engaging in family activities, fitness, and caring for pets.

Chris Pinto is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on developing financial plans that address clients' wealth planning needs. Chris collaborates with clients to create investment strategies aimed at achieving their financial goals, particularly during significant life events such as retirement, job changes, loss of a loved one, or financial windfalls. Chris has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently serving as Vice President, Financial Consultant since 2020. His experience encompasses a broad range of financial consulting and client relationship roles within the firm.

Frank Wang is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Next Financial Group, Inc. for nine years and has operated the Law Offices of Frank Wang since 2012. In addition to his advisory work, he provides legal services through Frank Wang Law PLLC. 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 diverse financial planning and investment management solutions, utilizing a broad network of advisors and various portfolio strategies.

Flo Saldana is Vice President, Wealth Planner at Fidelity Investments, where she has worked since 2018. In this role, she collaborates with clients and their families to develop and implement comprehensive financial plans. She is part of the Wealth Management financial planning team at Fidelity. Flo has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2007, including Financial Consultant, Private Client Specialist, and Branch Service Manager. Prior to her tenure at Fidelity, she held roles such as Call Center Manager at StockCross Financial Services and Fiserv Investor Services, Operations Manager at TradeCast Securities, Head Trader at GRO Corporation, Branch Office Manager at Self Trading Securities, and Financial Planner at IDS, also known as American Express Financial Advisors. She holds a California Insurance License.

Rodney Derbigny is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Next Financial Group, Kovack Advisors, and Planmember Securities Corporation. He is also involved with The Derbigny Group, where he manages non-variable insurance and property and casualty businesses. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Kayla Ventura is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Sugar Land, TX, and has two years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, IDB Capital Corp., Israel Discount Bank, and other financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with a focus on written asset allocation advice and manager searches.

Agata Kubis is a CFP® and Series 66-licensed financial advisor with Ameriprise in Katy, TX, with 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she is involved in non-investment-related real estate ownership activities. Ameriprise provides retirement income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brianna Richardson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Advocate Financial Partners and Pacific Advisors. She also has a background in education, having worked at Texas A&M University and Cy-Woods High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors and employing systematic methodologies supported by oversight controls.

Arnold Rivas Griswold is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at KAM Controls, Inc. in business development for the oil and gas sector and positions at RMG Americas Inc., Primerica Financial Services, and New York Life. Outside of finance, he is involved in business development for instrumentation and measurement products in the oil and gas market. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a focus on model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Merwan Abssi is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Brucato is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Primerica Advisors since 2017. His prior career includes roles at Amazon Affiliates, Plunkett Research, Aflac, and the University of Houston. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers, providing a range of portfolio models supported by discretionary management and custodial services.

Nighat Bashir is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and employing both quantitative and qualitative research methods.

Michael Reed is a financial advisor with Fidelity who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Richard Friedman is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Lee Chapman is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with eight years of industry experience. He worked at Tailored Brands LLC from 2010 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Michael Griffin is a financial advisor at Osaic with 27 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Invest Financial Corporation, and New England Securities. Outside of advising, Griffin is involved in several business ventures including ownership of Griffin Spirits, LLC, which produces specialty vodka products, and he serves on multiple boards such as the Houston-West Chamber of Commerce and SmartPipe Technologies. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

Aaron Thomas is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2023, and WFG Investments, Inc. from 2012 to 2017. He also operated as a sole proprietor from 2002 to 2023. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided through a network of investment adviser representatives employing a variety of investment strategies and support tools.

Lori Vorwerk is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Stifel in 2025, she worked at UBS from 2017 to 2025, Morgan Stanley Smith Barney from 2008 to 2017, and UBS Financial Services from 1991 to 2004. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.