Flo Saldana is Vice President, Wealth Planner at Fidelity Investments, where she has worked since 2018. In this role, she collaborates with clients and their families to develop and implement comprehensive financial plans. She is part of the Wealth Management financial planning team at Fidelity. Flo has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2007, including Financial Consultant, Private Client Specialist, and Branch Service Manager. Prior to her tenure at Fidelity, she held roles such as Call Center Manager at StockCross Financial Services and Fiserv Investor Services, Operations Manager at TradeCast Securities, Head Trader at GRO Corporation, Branch Office Manager at Self Trading Securities, and Financial Planner at IDS, also known as American Express Financial Advisors. She holds a California Insurance License.

Rodney Derbigny is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked for Next Financial Group, Inc. for 13 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with The Derbigny Group, a business focused on non-variable insurance and property and casualty services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Kayla Ventura is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Her career includes roles at IDB Capital Corp., Israel Discount Bank/IDB NY, and several banking and financial services firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework for its investment recommendations.

Agata Kubis is a CFP® and Series 66-licensed financial advisor with Ameriprise in Katy, TX, with 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she is involved in non-investment-related real estate ownership activities. Ameriprise provides retirement income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brianna Richardson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Advocate Financial Partners and Pacific Advisors. She also has a background in education, having worked at Texas A&M University and Cy-Woods High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors and employing systematic methodologies supported by oversight controls.

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.

John Brucato is a financial advisor at Primerica Advisors with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Plunkett Research, Aflac, and a brief affiliation with Amazon Affiliates. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional clients.

Nighat Bashir is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm applies quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework in its recommendations.

Michael Reed is a financial advisor with Fidelity who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.

Lee Chapman is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with eight years of industry experience. He worked at Tailored Brands LLC from 2010 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Michael Griffin is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 designation and with 27 years of industry experience. Prior to joining Osaic in 2024, he spent 19 years at Woodbury Financial Services, Inc. Outside of his advisor role, Griffin is involved in several business and community activities, including ownership and partnership roles in Silveroak Financial Group, board memberships with the Houston-West Chamber of Commerce and SmartPipe Technologies, and ownership of Griffin Spirits, LLC, a specialty vodka brand. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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. His prior experience includes roles at Cambridge Investment Research Advisors and WFG Investments, as well as operating as a sole proprietor for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

Lori Vorwerk is a financial advisor at Stifel with 35 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS and Morgan Stanley Smith Barney. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Evans is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing both internal research and manager selection supported by advanced tools such as artificial intelligence.

Christopher Null is a Financial Consultant who works with families in the Sugar Land area to develop personalized financial plans. His approach aims to provide peace of mind through various life events and challenges. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2020 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, he worked as a Financial Management Specialist in the US Army from 2016 to 2020 and began his career as a Financial Representative at Fidelity Investments from 2015 to 2016.

Bonnie Yeh is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2025, having also worked at JPMorgan Chase Bank, N.A. since 2020. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Dakota Peacock is a financial advisor based in Houston, TX, affiliated with Edward Jones. He holds the Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Ann Fitzgerald Salazar is a financial advisor at UBS Financial Services with 37 years of industry experience. She has held her role at UBS since 1994 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.