Gregory Gregory is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ credential and Series 63 license. Gregory has worked at several firms including Avantax and has operated his own firm, Gregory Financial Services Inc, since 2009. He serves as Treasurer and Comptroller for the Sharpstown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing both affiliated and third-party managers within multiple program structures.

Haley Clavenna currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she assists clients in working toward their financial goals through thoughtful planning, personalized guidance, and data-driven insights. Her approach emphasizes building strong relationships and understanding each client's unique priorities to deliver solutions that align with their evolving needs. Haley has accumulated extensive experience within Fidelity Investments, previously working as a Relationship Manager from 2022 to 2026 and as a Financial Representative from 2020 to 2022. Her career includes earlier roles as a Relationship Manager at Fidelity Investments from 2019 to 2020 and as a 403B Representative at AXA Advisors between 2017 and 2018. She also has experience as a Private Client Banker at Chase Bank from 2015 to 2017 and internships at Senior Partners and Fidelity Investments. Outside of her professional responsibilities, Haley's personal interests include family activities, tennis, and traveling.

Valiullah Najafi is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Cetera and Prosperity Advisors, LLC, and has operated Najafi Financial Services since 2002. He is also involved in insurance services and holds several securities licenses. Outside of finance, he owns a residential rental property for which he provides maintenance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a multi-manager platform, featuring both discretionary and non-discretionary account management across multiple program structures.

Bradford Goon is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

William Stratton is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Stratton serves as the treasurer and a board member of the Literacy Council of Fort Bend County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with institutional trading capabilities and wealth management offerings.

Paula Davis is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Reji Mathews is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation and as a self-employed advisor. He also owns a sole proprietorship providing sales and service of health, disability, life insurance, and fixed annuity products. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Charles Hughes III is a financial advisor with Robert W. Baird & Co. Inc in Houston, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles in legal and public affairs sectors, including at Kean Miller LLP and the Louisiana House of Representatives. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services utilizing both discretionary and non-discretionary strategies. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities such as municipal advisory services, tax-managed and direct-indexing strategies, and ongoing manager selection supported by internal research and technology.

Sonia Alaniz is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, Sonia owns a small business crafting and selling flower pens and arrangements through an online shop and local craft fairs. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets with a large network of advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Kevin Coad is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing from Investment Consultant to Financial Consultant, and currently holds his vice president role since 2025. Prior to joining Fidelity, Kevin worked as a Financial Advisor at Ameriprise Financial from 2013 to 2015. Kevin's approach to financial advising centers on personalized service combined with disciplined retirement planning. He collaborates closely with clients to build lasting, multi-generational relationships based on trust and service. By understanding each client's unique needs and goals, he helps create customized financial plans aimed at providing financial security and peace of mind for the future. Kevin holds an Arkansas Insurance License. Outside of his professional role, his personal interests include beach activities, family activities, military service, skiing, and traveling.

Joshua Carrillo is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, including a role at Charles Schwab Bank since 2021. Outside of his advisory work, he delivers food orders as a Dasher for DoorDash. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-backed alternative investments.

Stephen Ellsworth is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird & Co for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and implements portfolios tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Critt Walton Jr. is a CFP® with 29 years of industry experience, currently serving with RBC Capital Markets in Houston, TX. His prior experience includes roles at City National Bank, The Noble Group, and Raymond James Financial Services Advisors Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Haley Daughtry is a financial advisor at UBS Financial Services in Houston, TX, with 17 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Ruben Hope IV is a financial advisor with Edward Jones in Richmond, TX. He holds a Series 66 designation and has 10 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Dongyue Jiang is a CFP® professional with nine years of experience in the financial services industry. He is currently with UBS Financial Services and has previous experience at Schwab Wealth Advisory Inc. and Charles Schwab Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Samuel Clark is a CFP® and Series 63 licensed advisor with 11 years of industry experience, currently working at Fidelity since 2021. He previously spent seven years at Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

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 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2020, following six years at TIAA-CREF. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

Elva Morales is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services, Inc. for nine years and has been associated with The Noble Group since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and various portfolio management options.