Milin Patel is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he is a partner at Bee One Properties Ltd, where he has managed real estate leasing operations. Milin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Jake Smaha is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and IMG Financial Group, Inc. since 2024. Prior to his financial services roles, he held various positions including at The Catered Kitchen and educational institutions. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Julia Collins is a CFP®-certified financial advisor with seven years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Bank of America and Merrill. Outside of finance, she has experience in the restaurant industry, having been involved with Nazif's Grill. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bradford Boike is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with pre-retirees, retirees, and business owners to develop personalized wealth management strategies aimed at helping clients achieve income security and financial freedom in retirement. His client focus areas include college education planning, corporate executive services, family wealth management, retirement income, investment consulting, philanthropic and tax minimization planning. Bradford holds a Bachelor's Degree from the University of Dayton and a High School Diploma from Kenmore High School in Akron, Ohio. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the University of Dayton Alumni organization. In addition to his professional work, Bradford is involved in community service, volunteering with the Houston Food Bank. Outside of work, he enjoys golf, fishing, and traveling. Bradford is married and has one adult son.

Alex Barron is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to define their short and long-term financial objectives and develops customized financial plans tailored to their specific needs. He emphasizes building strong relationships based on trust and reliability. Prior to his current position, Alex held roles at Fidelity Investments including Investment Management Consultant II from 2022 to 2023 and Client Management Representative from 2021 to 2022. Before joining Fidelity, he worked as a Financial Advisor at AIG Retirement Services from 2014 to 2021.

Jorge Molina is a financial advisor with LPL Financial in Humble, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. In addition to his advisory work, he sells supplemental term and whole life insurance products through Assurity Life Insurance Company. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a large-scale infrastructure.

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.

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.

Shantel Weigel is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she works closely with clients to develop financial plans tailored to their individual needs and serves as the primary point of contact throughout their financial journey. Her approach emphasizes collaborative planning, ensuring clients feel confident in their financial strategies. While specific details about her educational background and credentials are not provided, her professional experience centers on personalized financial consultation. Outside of her professional duties, Shantel enjoys attending concerts, cooking and baking, fitness activities, hiking, visiting museums, and traveling.

Rebecca Wagner is a financial advisor with Merrill in Tomball, Texas, holding a Series 66 credential and eight years of industry experience. She has worked at Bank of America and Merrill since 2009. Outside of her advisory role, she is the sole owner of a rental property in Kingwood, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Singletary is a CFP®-credentialed financial advisor with Stifel in Houston, TX, and has 23 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as an appointed board member for Lake Shore Cove Homeowners Association, where he presides over meetings, manages the annual budget, and enforces community rules. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services informed by a proprietary investment strategy methodology.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Stegner is a Series 66-credentialed financial advisor at Edward Jones in Kingwood, TX, with 13 years of industry experience. He has been with Edward Jones since 2013. 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 provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Kelly Troutman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Cascarelli is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with OSAIC since 2007 and also operates a term life insurance business. Outside of his financial advisory roles, Cascarelli serves as a Permanent Deacon at Prince of Peace Catholic Parish and volunteers as a hospital chaplain. OSAIC is a large institution serving a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad array of investment and advisory services supported by multiple platforms and third-party managers.

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.