Taesha Hargrove is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank and Wells Fargo in various roles since 2015. J.P. Morgan Securities 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.

Peter Steelman is a CFA® charterholder with six years of experience in the financial industry. He currently works with Wells Fargo Clearing in Houston, Texas, and has held roles within Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Donald Barrere is a financial advisor with OSAIC in Sugarland, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously spent nine years with SagePoint Financial before joining OSAIC in 2023. Outside of advisory work, he owns Growth and Income Solutions, Inc., an entity used exclusively for tax and payroll purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing firm-provided tools and automated processes to construct portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Joseph Silva is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages the lease and payroll for his Ameriprise practice through his ownership of jsecc, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Julie Malamud is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with Jpmorgan Chase Bank NA. Outside of her advisory role, she serves as an election clerk for Harris County and engages in online resale of vintage clothing and housewares as a hobby. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and an ESG eligibility process.

Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.

Michael Rose is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera, he worked for over two decades at Avantax entities in various advisory and insurance roles. Outside of advising, he serves as president of an auto carbon cleaning franchise and is a director of his own tax preparation and accounting firm. Cetera Investment Advisers LLC operates as an SEC-registered advisor with a nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party managers.

Austin Muehlenbrock is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. His prior roles include positions at Blue Maple Financial and various non-financial organizations, including 1836 Steakhouse and Camp Balcones Springs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research from LPL and third-party subadvisors.

Jonathan Davila is a financial advisor at Edward Jones with eight years of industry experience. He has previously worked at JP Morgan Chase Bank, Merrill Lynch Inc, and Bank of America NA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gavin Riddle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has worked at Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Premium Representative, Retirement Specialist, and Financial Representative. Throughout his tenure at Fidelity, Gavin has focused on providing clients with wealth management strategies tailored to benefit them and their families both presently and in the future. He leverages Fidelity's brand, technology, and investment platform to support his clients' financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Jarred Moehlmann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he has held roles at organizations including DoorDash, Inc., PDL Blue (Minor/Major League Baseball), and Brenham Independent School District. Outside of advising, he officiates baseball for several collegiate athletic conferences, including the Southeastern Conference and Southland Conference. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lesley Pinney is a financial advisor with Fidelity and holds a Series 66 designation, bringing nine years of industry experience. Her background includes roles at Woodbury Financial Services, Capital One Advisors, and Capital One Bank. Outside of her advisory work, she operates a small design business specializing in planners and agendas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, providing model portfolios and managing various registered investment companies.

Chioma Peter is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to individual and family financial goals. She focuses on a wide range of client needs including college education planning, family wealth management, defined benefit plans, liquidity management, retirement planning, tax minimization, and investment strategies for both individuals and corporations. Chioma supports clients through access to Merrill's investment insights alongside the banking and lending solutions provided by Bank of America. Chioma’s professional mission is to provide financial guidance and investment management services that foster financial confidence for individuals, families, and small business owners. With extensive experience serving retail, small business, and high-net-worth clients, she applies her expertise to develop strategies in investment, retirement, education, and risk management. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has cultivated strong interpersonal skills working with diverse multicultural backgrounds. Her academic credentials include a Bachelor’s Degree from Obafemi Awolowo University and a Master of Business Administration (MBA) from the University of Lagos. Outside of her professional work, Chioma enjoys chess, interior decorating, music, reading, singing, and spending time with her family.

Jayesh Bhakta Bhakta is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill since 2022 and previously worked at Bank of America, N.A. beginning in 2026. Outside of finance, he has experience running lodging businesses and homemaking activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Donna Stolper Gonzalez is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Oneamerica Securities and OneHouston Financial. Outside of her advisory work, she is involved with JHRA Group LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Gardner is a Wealth Management Advisor and First Vice President with The RG Group at Merrill Lynch Wealth Management. Since beginning his career in 1999, he has focused on providing personalized financial guidance and counsel to a select group of families. In 2015, he co-founded The RG Group to enhance client service by connecting clients to a team of experienced financial advisors and dedicated support professionals, offering access to the resources and strategies of Merrill, Bank of America, and Bank of America Private Bank. Gardner’s expertise includes family wealth management strategies, endowments and foundations services, legacy planning, retirement and philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Mississippi. Outside of his professional work, Gardner participates in community organizations such as Houston Livestock Show & Rodeo, Knights of Columbus, St. Cecilia’s Catholic Church, and Trinity Classical School. He also volunteers as a Sunday School teacher and coaches i9 Volleyball. His personal interests include gardening, hiking, hunting, reading, scuba diving, skiing, tennis, traveling, and spending time with his family.

Isabelle Lee is a financial advisor at Morgan Stanley in Sugar Land, TX, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior experience in healthcare administration with Gao Dental. Morgan Stanley Wealth Management serves both individual and institutional clients by providing comprehensive financial planning and advisory services supported by advanced modeling tools and a wide range of investment programs.

Jon Heger is a Vice President and Financial Consultant at Fidelity Investments. In this capacity, he works closely with clients and their families to develop tailored financial plans aimed at achieving their unique financial goals. Jon has over 25 years of experience with Fidelity Investments, having held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. He is a Certified Financial Planner™ and holds an insurance license in Arkansas. Outside of his professional work, Jon enjoys baseball, family activities, fishing, golf, running, and traveling.

Ken Chastain is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Howard Rogers Jr. is a financial advisor with UBS Financial Services in Sugarland, TX, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.