Frederick Graney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping families, individuals, and small businesses pursue their lifestyle goals through personalized wealth management strategies. His client expertise includes family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. With 25 years of experience, Frederick develops individualized financial plans based on meaningful goals, personal risk tolerance, and comprehensive service programs. He holds a Bachelor’s Degree from the College of the Holy Cross and the Professional Investment Advisor (PIA) designation. Frederick is committed to providing a flexible strategy adapted to changing market conditions and leveraging the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Frederick’s approach emphasizes working one-on-one with clients to develop personalized strategies aligned with their long-term objectives.

Matthew Richter is a CFP® and ChFC® with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Tanya Stringer is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at UNLV Medicine and Harris Health System, with a one-year sabbatical in 2019. Outside of advisory work, she is the owner of JNO, LLC, a venture focused on designing women's executive clothing and accessories, and serves as a volunteer board member for YMDQ, LLC, assisting with strategic planning and outreach efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.

Leslea Stock Lopez is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. She previously worked at Wunderlich Securities, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Hugo Rodrigues is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 15 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer and investment adviser registrations, offering clients a range of advisory and brokerage capabilities.

Gregory Smeraldi is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Crane Worldwide Logistics, Oracle Netsuite, and multiple terms at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies and AI in portfolio management.

Carlos Torresdey is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial and Houston Federal Credit Union in 2025, he worked at Bank of America and Merrill from 2017 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios, research, and various technological tools.

Raymond Mastroleo Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Cantella & Co Inc. for 17 years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Shelbi Chapa is a CFP® certificant and Series 66 license holder affiliated with Edward Jones in Katy, TX, with four years of industry experience. She has held various roles at Edward Jones since 2019. Outside of her advisory work, she manages a rental property in Fulshear, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Caleb Green is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs.

Allison Schaberg is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at Triad Advisors, Inc. and Ameritas Investment Corp, and has been involved with Houston Patient Advocacy since 2013. In addition to her advisory role, she provides special needs consulting, medical bill advocacy, and social security maximization analysis through Consolidated Planning Group, where she serves as general agent and owner. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment products and supports both discretionary and non-discretionary account management.

Paulina Radpay is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Throughout her tenure at Fidelity Investments, Paulina has focused on collaborating with clients to develop and implement sustainable financial plans. She emphasizes building long-lasting relationships based on dependability and trust to support clients in navigating important life events.

Adam Brand is a financial advisor at Cambridge Investment Research Advisors with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Cambridge, he worked at Centrica and Direct Energy for eight years and Cardtronics PLC for two years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Teresa Black is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 29-year tenure at Merrill. Outside of her advisory role, she provides notary services for clients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Steven Flodder is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Equitable Advisors since 1999, following a tenure at AXA Advisors. Outside of his advisory role, he has served as chairman of the board for the Katy Family YMCA and is a co-owner of FFG Capital, involved in land development and leasing. Equitable Advisors serves a broad range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual SEC-registered investment adviser and broker-dealer model, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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 with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes 15 years at Cantella & Co Inc and he is president of Mark Edelman Interests, Inc. Outside of advising, he is involved in a pass-through business entity of his own and has experience as an investment advisor representative using a trade name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals utilizing various portfolio management approaches tailored to client objectives.

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. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for nine years and has operated the Law Offices of Frank Wang since 2012. Wang is also active as an attorney through Frank Wang Law PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, as well as discretionary and non-discretionary portfolio management.