Casey Schurwon is a Certified Financial Planner® (CFP®) and holds a Series 66 license, with 11 years of experience in the financial services industry. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Stephen Foster is a financial advisor with OSAIC in Tomball, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at OSAIC since 2009, following roles at Woodbury Financial Services and PRUCO Securities. Foster is also the managing member of SF Cicada, LLC, and involved in life, health, and disability insurance sales through Petra Benefits Financial Services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Brennen Frick is a financial advisor at Cetera with a Series 66 designation and seven years of industry experience. His work history includes roles at Regions Bank, State Farm, and Morgan Buick GMC of Shreveport. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Matthew Zettel is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Osaic and has prior experience with Royal Alliance Associates, Inc. and Texas A&M University. Outside of his advisory role, he is involved with SF Cicada LLC and provides life, health, and disability insurance sales through Petra Benefits Financial Services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Dawn Vlier Bush is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. She joined the firm and its affiliates in 2025 and has prior experience at healthcare organizations spanning two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm’s approach includes holistic, goal-based planning on various financial topics, with options to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Janelle Syed is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has worked at Principal Financial Services and Nationwide prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s services include holistic analyses and ongoing plan reviews, with options to combine planning and managed-account programs.

Chayden Tibbitts is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Prior to joining the firm, he worked briefly at Brigham Young University. 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 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.

Azhoun Al Sada is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Santander Securities. Outside of his advisory role, he is the sole owner of a rental property in Magnolia, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals and institutions.

Charlie Saman is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is involved as a member of Emma Jane DTX LLC, a coffee, bakery, and cocktail establishment, and The Shed DTX LLC, a restaurant and cocktail bar. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools that model financial outcomes, operating primarily in an advisory capacity for planning.

Mark Owens is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding a Series 63 designation and 46 years of industry experience. His prior work includes six years at A. G. Edwards & Sons, Inc. before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors, offering both brokerage and advisory solutions supported by comprehensive research and analytics.

Robert Young is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at MMWKM Advisors, LLC, Raymond James Financial, Invesco Advisers, Inc., and LPL Financial. He is located in The Woodlands, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ryan Saravo is a financial advisor with Charles Schwab, holding Series 65 and Series 66 licenses and four years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, and AllianceBernstein. He is based in The Woodlands, TX. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure that supports comprehensive advisory, brokerage, custody, and cash-sweep services.

Robert Petmecky is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, DKIM Capital, and BNY Mellon Wealth Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Trisha Talbot is a financial advisor with LPL Financial in Spring, TX, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2006. Outside of her advisory role, she operates Talbot Financial, an affiliated business entity. 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, third-party asset management, and institutional platforms.

Austin Sturrock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Gary Greene Better Homes and Gardens, AstraZeneca, and Vertical Pharmaceuticals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and affiliated financial services. The firm operates under a fiduciary standard and supports its advisory services with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Kelly Babineaux is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018, following two years at JP Morgan Securities and JP Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to inform investment decisions.

Tam Tran-Minh is Vice President and Wealth Planner at Fidelity Investments, a role held since 2018. In this capacity, Tam focuses on helping clients and their families develop strategies aimed at achieving financial independence, utilizing Fidelity's planning resources, technology, and investment options. Tam has been with Fidelity Investments since 2000, holding various positions including Financial Consultant, Investment Solutions Consultant, Annuity Sales Representative, Senior Investments Representative, and Investments Representative. Prior to joining Fidelity, Tam worked as a Financial Advisor at American Express Financial Advisors from 1999 to 2000. Outside of professional commitments, Tam enjoys family activities, fitness, visiting museums, traveling, and volunteering.

Robert Fenno is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Financial Engines Advisors, The Mutual Fund Store, TD Ameritrade, and Equitable Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Quinetta Anato Mensah is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Northland Securities, Inc. and RBC Capital Markets. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and employs formal governance and proxy-voting procedures.

Kip Joseph is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of more than 23,700 financial advisors.