Emma Biasotti is a financial advisor with Fidelity Investments based in Houston, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, she was involved in various entrepreneurial and community-focused activities, including managing EM's Lash Lounge, teaching at Pearland School of Music, and operating Zen Kids Yoga. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios utilizing mutual funds, ETFs, and ETPs.

Rick Dworaczyk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients to prepare for financial challenges and opportunities, partnering with them to transform their investments into lifetime plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2022 and as an Investment Consultant from 2015 to 2017. Before joining Fidelity, he was the Chief Investment Officer at Foresight Financial from 2011 to 2015. Rick's career spans roles focused on investment consulting and financial planning. His experience includes developing and managing investment strategies and advising clients on financial goals. Outside of his professional work, Rick's personal interests include baseball, fitness, social events, kayaking, parenthood, and scuba diving.

Jeremiah Corbin is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior roles include positions at Texas Wealth Management, FSC Securities Corp., Charles Schwab, and Morgan Stanley. Corbin is based in Houston, TX. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment strategies and third-party manager options.

Prince Mayela is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners build, preserve, and manage their wealth through strategies tailored to each client's goals, values, and long-term vision. Prince focuses on areas such as 401(k) plans, IRAs, investment portfolios, equity compensation, retirement income, legacy planning, and small business strategies. Prince holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. He is a member of professional organizations including the Houston Millennials Organization, Omega Psi Phi Fraternity Inc., and the Texas Young Professionals Organization. He dedicates himself to building meaningful relationships and providing personalized guidance that simplifies complex financial matters. Outside of his professional work, Prince enjoys baseball, basketball, biking, chess, football, golfing, reading, running, spending time with his family, and traveling.

Elizabeth Ashmawee is a financial advisor with Charles Schwab in Houston, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Charles Schwab and its related entities since 1993. Outside of her advisory role, she owns a rental property in Houston. Charles Schwab & Co., Inc. serves primarily 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 management through multi-asset model portfolios, supported by a centralized operational and custodial structure.

Michelle Pardivala is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, her work history includes roles outside the financial sector, such as positions at MD Medical Management, G3 Innovations, and The Tutoring Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Cameron Hall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and C & D Steward Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Carl Scarbrough is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 21 years of industry experience. His prior work includes 13 years with Metropolitan Life Insurance and over a decade with MassMutual Life Insurance Company. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative planning process supported by firm-approved analytical tools.

Khawaja Haris Saeed is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Industrial Info Resources, Pakistan Stock Exchange, and Habib Bank Limited. Outside of financial advising, he owns and operates Connect 24/7 LLC, a technology business providing internet and TV services. Morgan Stanley Wealth Management is a large institutional firm offering a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers various investment and financial product solutions.

Randall Petrick is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of financial services including estate planning and investment advisory solutions.

Kelly Hejtmancik Jr. is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and previously worked at NYLIFE Securities Inc. and New York Life Insurance Company from 2002 to 2017. He is also involved as president of HV Strategic Wealth Management, LLC, a firm focused on financial planning and investment management services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Johnathan Evans is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes approved tools and modeling techniques to help clients develop financial strategies.

Carlos Aleman is a Financial Advisor at Merrill Lynch Wealth Management, based in the Houston Galleria area. He joined Merrill in March 2022, focusing on helping families, Big Tech professionals, and small business owners manage and grow their wealth. Carlos works with clients at various stages of their financial journey, providing guidance on retirement planning, estate planning, tax-efficient investing, wealth and risk management, business succession, alternative investments, and securities-based lending. Before entering financial services, Carlos spent several years in the technology sector, including roles at SHI, Dell Technologies, and Poly, supporting IT infrastructure needs for medium-sized businesses. He holds a Bachelor's degree from Texas A&M University and earned the Personal Investment Advisor (PIA) designation. Currently residing in Katy, Texas, Carlos lives with his wife Lauren, their two children, Tanner and Audrey, and their dog, Ellie. He enjoys spending time outdoors with his family, visiting local parks, and pursuing interests such as basketball, gardening, and following Houston sports, notably his favorite team, the Houston Rockets. Carlos emphasizes transparent communication and building lasting relationships to provide clients with the confidence to plan their financial futures.

Caleb Liao is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he helps clients design and implement detailed financial plans aimed at pursuing their long-term goals while managing risks that could impede progress. Prior to his current position, Caleb served as a Relationship Manager and a Financial Representative at Fidelity Investments during 2021. Caleb holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial services. He focuses on developing strategies that align with clients' objectives and risk tolerance to facilitate their financial well-being.

Elizabeth Bocoum is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, retirement income, portfolio management services, and tax minimization. Elizabeth works closely with clients to uncover what matters most to them and their families, creating strategies to pursue their financial goals. With a background that combines business and psychology, Elizabeth brings a unique perspective to financial advising, focusing on understanding client behaviors and the emotional aspects influencing financial decisions. She holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Elizabeth earned her Bachelor's degree from the Texas AandM University System and an MBA from the University of Houston System. Outside of her professional work, Elizabeth enjoys camping, hiking, painting, reading, swimming, and traveling. She is also involved with the Gulf Coast MENSA community.

Garth Mchenry is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Banc One Securities Corporation and Chase Investment Services Corp. Outside of his advisory work, he is involved in hotel investment and management through entities such as WIN WIN 1, LLC and Lagoon Hospitality in New Smyrna Beach, FL. 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, supporting advisors with research tools and a broad suite of financial services.

Ronald Meckler is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Hilltop Securities Inc., and A. G. Edwards & Sons, Inc. He also operates Sovereign Wealth Advisors, an investment-related business affiliated with his LPL practice. 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 portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Elizabeth Curtis is a financial advisor with Edward Jones in Pearland, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Merrill, Bank of America, and Shell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Conner is a financial advisor with MassMutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with MML Investor Service and MassMutual Life Insurance Company since 2003. Outside of advisory work, he is also active as an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cohen Reagan is a CFP® professional affiliated with J.P. Morgan Securities in Houston, TX, with 30 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD AMERITRADE Inc., Next Financial Group, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence that incorporates both quantitative and qualitative research.