Matthew Assunto is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and US Capital Advisors prior to joining Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jonathan Reyes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Raymond James Financial Services from 2009 to 2023. Outside of advisory work, he owns a small rental property. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with a multi-manager platform approach.

Lisa Simon is a financial advisor at LPL Financial with Series 66 credentials. She has one year of industry experience and has previously been self-employed and worked at Lambda Center Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bill O'Brien is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works closely with a select group of individuals and families to develop comprehensive financial plans tailored to their unique lifestyles. His approach begins with a discovery process aimed at understanding each client's unique story and financial goals. Bill's career at Fidelity Investments spans over a decade, during which he has held several positions including Vice President Wealth Management Advisor from 2025 to present, Vice President Wealth Planner from 2018 to 2025, Investment Consultant from 2014 to 2018, Relationship Manager from 2013 to 2014, and Financial Representative from 2012 to 2013.

Hany Khalil is a financial advisor with J.P. Morgan Securities in Katy, Texas, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Bank of America, and Apple. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and applying an ESG eligibility framework when recommending investment strategies.

Steven Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory role, he is a limited partner in a private company called Mash Family Partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to a broad range of in-house and third-party investment managers.

Evanan Church is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Church participates in mystery shopping activities in the Houston/Sugar Land area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Matthew King is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Ameriprise Financial Services, Inc. prior to joining Cambridge in 2019. Outside of advising, he is involved in legal services as president of KING ESTATE LAW, PLLC, and owner of SIERRA, SPEARS, & KING PLLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment solutions, including proprietary and unaffiliated model strategies, with both discretionary and non-discretionary implementation tailored to client objectives.

Hannah Bishop is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Her prior work includes roles in communications, aesthetics, and entrepreneurship. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Chuong Dao is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2018, he worked at Bank of America and Merrill from 2014 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Abhay Nair is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory role, he is the sole proprietor of Azure Expanse Homes LLC, a real estate wholesaling and AI business based in Houston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed with long-term asset allocation strategies.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. He holds a Series 63 designation. Outside of advising, Messier is an insurance agent specializing in fixed life, health, accident, long-term care insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and offers access to third-party models and managed-account solutions.

Vincent Doucette Jr. is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is president of two real estate LLCs based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

John Markle is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he serves as a basketball game referee for the Katy Independent School District in Katy, TX. Raymond James & Associates is a large brokerage and SEC-registered investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Brian Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined the firm in 2023. His prior roles include six years at Raymond James Financial Services Advisors and five years at Christ Taylor Insurance. Anderson serves on the Board of Directors for the Caring Aggies Mentoring Program, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing tailored strategies implemented through a mix of in-house and third-party investment managers.

Gina Jaimes Castro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has worked at Merrill since 2021 and previously held positions at Bank of America, Wells Fargo, and other organizations. Outside of her advisory role, she is the owner and managing member of a remodeling and construction company based in Austin, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party teams.

Whitney Lockwood is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Danny Huynh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has spent the majority of his career within the J.P. Morgan organization, including multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Riggs II is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Word Of Restoration Christian Fellowship and is involved in consulting and real estate management through several business ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Justin Greene is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He began his career at Fidelity in 2004, gaining experience in various capacities including Investment Specialist, Retirement Relationship Manager, and Financial Consultant. Throughout his tenure, he has focused on helping clients develop financial plans aimed at achieving financial independence. Greene's expertise encompasses financial planning and investment strategy, supporting clients in formulating actionable plans to reach their financial goals. His approach emphasizes the importance of having a concrete plan rather than leaving goals as wishes. He has been with Fidelity Investments since 2004, progressing through multiple roles that reflect his commitment to client service and financial planning.